In this insightful and practical episode, Sharon sits down with Jennifer Steckly, a seasoned CPA and fractional CFO, to unpack the key financial KPIs that every entrepreneur and business owner should know. Jennifer shares how she helps clients use their numbers not just for reporting, but for making smart, timely decisions throughout the year.
Jennifer covers essential metrics like gross profit margin, net profit, customer acquisition cost, and cash flow planning. She shares common financial blind spots (like relying solely on the cash in your bank) and emphasizes how internal financial reporting should be structured for operational insights—not just tax filings. She also offers guidance on setting up profit accounts, understanding throughput, and building better financial habits into your leadership routine.
Entrepreneurs can walk away from this episode with actionable strategies to take control of their business finances, understand seasonal patterns, and even prepare for funding or rapid growth. Whether you’re in startup mode or scaling up, this episode delivers financial clarity and empowerment.
About Jennifer Steckly
Jennifer Steckly is a CPA and Partner at Crowe MacKay LLP, a firm that supports businesses across Western Canada. With a passion for helping entrepreneurs understand and act on the numbers that matter most, Jennifer offers fractional CFO services that go beyond basic tax prep. She works closely with her clients to implement systems, track the right KPIs, and build sustainable, profitable operations.
Beyond her advisory work, Jennifer is a sought-after speaker and co-host of a podcast geared toward early-stage female entrepreneurs. Her engaging, practical approach makes financial conversations feel empowering rather than overwhelming.
Resources discussed in this episode:
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