Financially Fit Business

06/22/2026

Let’s be honest. There’s a lot of grunt work involved in auditing.

What if AI could handle more of the repetitive review while your people focused on analysis, judgment, and the work that actually requires their experience?

In my latest episode, I talk with Steven Figner, CPA, CA, about how his team is using AI agents to review SOC reports and map controls. One process that once required hours can now be completed in approximately 20 minutes, followed by human review.

We also talk about something that shouldn’t be overlooked: protecting confidential information when using AI.

Listen to my interview here:
https://financiallyfit.business/ai-agents-in-auditing/

See how AI agents can reduce audit grunt work, strengthen review, protect sensitive data, and help accounting teams work faster.

06/22/2026

Continuous Signals - Part 2 and Signs of Decreasing Profitability https://conta.cc/4ekf4oA

Email from Business Ventures Corporation Including This Month's Ask Ruth - Signs of Decreasing Profitability June 22, 2026 Continuous Signals - Part 2 First, The next Ask Ruth webinar will be this Fri

06/16/2026

Running a small business means wearing every hat. 🧢 The last thing you need is to dig through spreadsheets at midnight. Financial tracking software for small businesses puts your numbers in one clean place, updated in real time, so you always know where you stand. Spend less time tracking and more time growing.

📊 Ready to ditch the spreadsheet chaos? Start with Financially Fit Business. Book a Demo today - www.calendly.com/srambert-financiallyfit

06/15/2026

Do you ever think, “By the time I explain this, I could’ve done it myself”?

That’s one of the biggest reasons business owners keep too much on their own plates.

In my latest podcast conversation with Skye Waterson, we talk about why delegation can feel so difficult and what helps make it work.

It comes down to trust, communication, and consistency.

You need enough visibility to know the work is getting done, without checking every move or expecting someone else to do everything exactly the way you would.

Start with one recurring task. Explain the result you need, decide how progress will be communicated, and give the person room to own it.

Listen to the episode here:

Learn why owners struggle to delegate and how trust, communication, and consistency can help you let go and grow.

06/15/2026

Continuous signals - Part 1
https://conta.cc/4vIFmGR

Email from Business Ventures Corporation June 15, 2026 Continuous Signals - Part 1 What are continuous signals? Small checks that give you peace of mind that your business is headed in the right direc

06/09/2026

Tax season may be over, but tax planning shouldn’t wait until next year.

In this week’s episode of the Financially Fit Business Podcast, I talk with Mike Milligan, CFP®, founder of 1 OAK Financial, about ways business owners may be able to legally reduce their taxes before the year is over.

We talked about the difference between tax preparation and tax planning, and why it matters. Tax preparation looks backward. Tax planning helps you make better decisions while there’s still time to do something about it.

Mike also shared practical ideas around business structure, S corporation payroll planning, the Augusta Rule, Section 179 deductions, credits, and more.

If your clients complained about their tax bills this year, this is a good episode to share with them.

Listen here:

This week, I talk with Mike Milligan, CFP®, about tax planning strategies CPAs can discuss with business-owner clients now.

06/08/2026

Do You Have Profit or Wealth? https://conta.cc/4xu61ZZ

Email from Business Ventures Corporation June 8, 2026 Do You Have Profit or Wealth? Your business or your clients’ business had a great year last year…or a great couple of years… Even if the business

06/06/2026

Contractor Cents was featured in Contractor Staffing Source's Affiliate Spotlight, and I couldn't be more grateful. Thank you to the whole CSS team!

Helping contractors get a real handle on their numbers — profitability, job costing, cash flow — is the work I love most, and it means a lot to have it recognized by a team that cares about this industry as much as I do.

If you haven't listened to Contractor Cents yet, come join me. New episodes every week, and they're short enough to fit into your morning.

We deliver expert-level accuracy and insight - the kind you’d expect from an in-house Controller or CFO - at a fraction of the cost.

06/05/2026

Your balance sheet has been trying to tell you something for months.

But if you're like most business owners, you glance at it, nod politely, and file it away with the rest of the reports you don't quite understand. That's not a knowledge gap. That's a tools gap.
A proper analysis of balance sheet data shows you exactly where your liquidity is tightening, where your debt is creeping up, and where your business is quietly building strength. The numbers are already there. You just need them translated.

👉 Upload your statements and get visual balance sheet analysis in under 2 minutes. Try Financially Fit Business today.

06/02/2026

AI is getting a lot of attention in accounting right now.

Last week I talked with George Curdon of Munk about one very practical use: helping businesses get paid faster.

We talked about accounts receivable, collections, cash application, and where AI can save time without taking human judgment out of the process.

Because yes, AI can help with follow-up.

But no, it should not handle every customer issue on its own.

Listen to our discussion here:

This week I talk with George Curdon of Munk about how AI can help automate accounts receivable, improve collections, and help businesses get paid faster.