Sign up to save your podcasts
Or
Share #75 How to Track Business Metrics That Actually Drive Growth with Jenna Moser
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
#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.
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/
Rate, Review, & Follow on Apple or Spotify Podcasts
“I love The Mariana Dalto Show Podcast”. If that sounds like you, please consider rating and reviewing my show! This helps me support more business owners – just like you – move toward the online life and business that they desire. Click here, scroll to the bottom, tap the rate with five stars, and select “Write a Review.” Then be sure to let me know what you loved most about the episode!
Also, if you haven’t done so already, follow the podcast show. I started adding bonus episodes to the feed and, if you’re not following the show, there’s a good chance you’ll miss out. Follow now!
CONNECT WITH ME:
WEBSITE: https://www.marianadalto.com/
YOUTUBE: https://www.youtube.com/@marianadalto?sub_confirmation=1
PINTEREST: https://www.pinterest.com/mariana_dalto/
INSTAGRAM: https://www.instagram.com/marianadalto10x/
FACEBOOK: https://www.facebook.com/mariandalto/
LINKEDIN: www.linkedin.com/comm/mynetwork/discovery-see-all?usecase=PEOPLE_FOLLOWS&followMember=marianadalto
X: https://x.com/DaltoRouai14857
Here are great Marketing and Sales trainings to get you going on your business journey:
https://marianadalto.com/programs
(0:00) Introduction and welcome to Jenna Moser
(1:11) Transition from public accounting to entrepreneurship
(3:33) Client focus in business operations and common data mistakes
(6:01) The role of automations in effective data tracking
(9:07) Utilizing data for coaching and decision-making
(11:13) Simplifying financial data for client understanding
(14:29) Reviewing business performance through trends
(17:04) Identifying essential KPIs for startups
(18:49) Scaling advice for financial professionals
(21:34) Sponsor: JWORKS Virtual Solutions KPI Calculator
(23:13) Closing remarks and contact info
View all episodes
By Mariana DaltoIn 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.
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/
Rate, Review, & Follow on Apple or Spotify Podcasts
“I love The Mariana Dalto Show Podcast”. If that sounds like you, please consider rating and reviewing my show! This helps me support more business owners – just like you – move toward the online life and business that they desire. Click here, scroll to the bottom, tap the rate with five stars, and select “Write a Review.” Then be sure to let me know what you loved most about the episode!
Also, if you haven’t done so already, follow the podcast show. I started adding bonus episodes to the feed and, if you’re not following the show, there’s a good chance you’ll miss out. Follow now!
CONNECT WITH ME:
WEBSITE: https://www.marianadalto.com/
YOUTUBE: https://www.youtube.com/@marianadalto?sub_confirmation=1
PINTEREST: https://www.pinterest.com/mariana_dalto/
INSTAGRAM: https://www.instagram.com/marianadalto10x/
FACEBOOK: https://www.facebook.com/mariandalto/
LINKEDIN: www.linkedin.com/comm/mynetwork/discovery-see-all?usecase=PEOPLE_FOLLOWS&followMember=marianadalto
X: https://x.com/DaltoRouai14857
Here are great Marketing and Sales trainings to get you going on your business journey:
https://marianadalto.com/programs
(0:00) Introduction and welcome to Jenna Moser
(1:11) Transition from public accounting to entrepreneurship
(3:33) Client focus in business operations and common data mistakes
(6:01) The role of automations in effective data tracking
(9:07) Utilizing data for coaching and decision-making
(11:13) Simplifying financial data for client understanding
(14:29) Reviewing business performance through trends
(17:04) Identifying essential KPIs for startups
(18:49) Scaling advice for financial professionals
(21:34) Sponsor: JWORKS Virtual Solutions KPI Calculator
(23:13) Closing remarks and contact info