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.

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