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Financially Simple Bizcast

The Financially Simple podcast is your one-stop resource for small business owners. Gain unique insights into growing, refining, and selling businesses. You will hear ways business owners have reduced their tax liabilities, increased their income, improved office morale, saved for the retirement of their dreams, and more.
Host Justin Goodbread is a serial entrepreneur, award-winning CFP® (Certified Financial Planning professional), CEPA® (Certified Exit Planning Advisor), and CVGA® (Certified Value Growth Advisor) with years of experience guiding business owners from start to exit in their business.

Apr 12, 2021

In episode 352 of Financially Simple, Justin looks at the main indicators used for tracking finances in a business.

When it comes to KPIs, KRIs and PIs of finance there are many different items that can be tracked to measure the progress and growth of a business. In this episode, Justin goes over the main indicators explaining why they are the most important to his business, Heritage Investors.

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02:53 - KPIs, KRIs and PIs of Finance

05:33 - The Main Indicators: Revenue vs. Forecast

08:42 - Profit Margin Percentage

11:05 - Unique KPIs Particular to Heritage Investors

12:07 - The Top Five Indicators for Heritage Investors

21:05 - Summary



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Host Justin Goodbread, Certified Financial Planner, Certified Exit Planning Advisor, Certified Value Growth Advisor. He is a serial entrepreneur, author, speaker, educator, Investopedia Top 100 advisor, and business strategist with over 20 years of experience. Justin owns Heritage Investors LLC, a registered investment adviser with the State of Tennessee. Heritage Investors only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. This material is for general information only and is not intended to provide specific advice or recommendations for individuals. To determine what is appropriate for you, please consult a qualified professional. The Financially Simple podcast provides information, guidance, and support to Small Businesses in the United States.