Jumping right into his REARview Mirror approach, Jeff introduces the methodology and all of its simplicity. The REARview can be used for business and personal life. Review. Examine. Adjust. Revise.  Simple steps that we should all incorporate when addressing an issue or solving a problem.

In this episode, Jeff describes the first step in his REARview methodology, Review. In this step Jeff presents three key measures to review to determine the level of financial performance your business is experiencing.  Cash Balance, Net Income and Working Capital are all critical to solvency and sustainability of any business.  These three measures should always be a part of your Review step of the REARview.

Learn More: http://www.ForensicFinancialist.com  http://www.UnderstandableSolutions.com 

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Mike Saunders, MBA

Mike Saunders is the #1 Authority Positioning Coach , the author of Amazon Bestselling book Authority Positioning for Financial Professionals,Adjunct Marketing Professor at several Universities, and member of the Forbes Coaches Council – an invitation-only community for the World’s Most Influential Business Coaches.

Recent episodes from Mike Saunders, MBA (see all)

• Interview with Ben Green Co-Founder of Ready2Retire & Author of Retire Rich in the New Economy - September 1, 2026
• Interview with Terry Wheeler Founder & CEO of WE Alliance Wealth Advisors Discussing The Retirement Income Blind Spot - September 1, 2026
• Interview with Terry Wheeler Founder & CEO of WE Alliance Wealth Advisors Discussing The Estate Planning Blind Spot - August 26, 2026