#75 How to Track Business Metrics That Actually Drive Growth with Jenna Moser
In this episode, Mariana Dalto chats with Jenna Moser about her shift from public accounting to entrepreneurship. Jenna highlights client focus, common data mistakes, and the role of automation in effective data tracking. They explore simplifying financial data for clients and using trend analysis for business performance. Key performance indicators (KPIs) for startups and scaling advice for financial professionals are also discussed. The episode includes a sponsor segment on the JWORKS Virtual Solutions KPI Calculator and wraps up with Jenna's contact information.
Key Points
- Understanding key data metrics is essential for making informed business decisions and preventing chaos.
- Tracking lead generation metrics such as cost per lead and conversion rates can significantly impact overall business performance.
- Implementing a visual dashboard to monitor trends and performance regularly helps CEOs make timely and strategic decisions.
ABOUT
Jenna Moser is a Certified Dashboard Designer, CPA, and the founder of J Works Virtual Solutions. With over 8 years of experience in public accounting, internal audit, and business strategy, Jenna helps service providers—especially financial advisors and bookkeepers—gain clarity, improve client retention, and increase profitability through customized, data-driven dashboards and strategic insights. Her mission is to transform data chaos into clear, confident decision-making. She's been featured in the "Thriving Women in Business" magazine and is a sought-after speaker for her refreshing and results-oriented approach.
LINK MENTIONED IN THIS EPISODE:
https://jworksvirtualsolutions.com/ Free Resource: https://jworksvirtualsolutions.com/kpi-metrics-calculator-workbook/. https://www.facebook.com/jworksvirtualsolutions https://www.instagram.com/jworksvirtualsolutions/ https://www.linkedin.com/in/jworksvirtual/
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Transcript
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