Financial Trends, Trailing 12s, and Profitability Insights

How Financial Trends Reveal the True Health of Your Business 

In this episode of Financially Fit Business, I share insights from a conversation with Scott Bunce following my presentation to his Vistage group. We discuss how business owners can move beyond snapshots of financial data and use trends to understand what is really happening inside their companies.

I explain why profit is not the same as cash, why relying only on your checking account is risky, and how trailing twelve-month graphs reveal patterns that monthly reports often hide. We also cover recurring revenue, productivity, and the key ratios that quietly determine whether a business stays healthy or slides into trouble.

This conversation is practical, direct, and focused on helping owners make better decisions using clear financial signals instead of guesswork.

Listen To My Other Podcast Episodes

How CPAs Can Build a Better Relationship With AI

AI can feel overwhelming at first. I talk with Rudy Pokorny about how CPAs can get comfortable, ask better questions, and start using AI with confidence.

AI Is Changing Accounting Faster Than Expected

I came home from AICPA Engage and Scaling New Heights with a clear message: AI is changing accounting faster than many firms realize.

The AI Audit Revolution: Less Grunt Work, More Trust

This week, I talk with Steven Figner about using secure AI agents to reduce repetitive audit work while keeping experienced professionals involved in the final review.

Why Business Owners Struggle to Delegate and How to Fix It

Delegation gets easier when owners improve trust, communication, and consistency. Skye Waterson shares practical ways to let go without micromanaging.

Tax Planning Strategies Business Owners Can Use Now

This week, Mike Milligan shares practical tax planning ideas CPAs can discuss with clients before year-end decisions are already behind them