Know Your Numbers™: Are You Leading With Financial Clarity?

by Dec 2, 2025Business, Communication, Leadership, News, Personal Effectiveness0 comments

Know Your Numbers™:

Are You Leading With Financial Clarity? 

Catalyst Framework

 

Numbers tell the story of your business—but only if you know how to read them. Know Your Numbers™ is a transformational, leader-focused financial literacy series built to elevate communication between executives, managers, controllers, bookkeepers, and financial stakeholders. This program demystifies financial statements, strengthens decision-making, and creates a shared language that boosts confidence and organizational alignment. Whether you’re a seasoned leader or a rising manager, this series empowers you to lead with clarity, courage, and upgraded financial intelligence. 

Why It’s Important 

Too many leaders feel disconnected from the financial side of their business. That disconnect leads to confusion, miscommunication, unnecessary risk, and missed opportunities. When leaders and financial teams speak the same language, everything improves—culture, profitability, operational health, and strategic clarity. 

Financial literacy isn’t about becoming an accountant.
It’s about becoming a more catalytic leader—one who makes bold decisions with confidence. 

How to Implement It: 

For the Advanced Leader 

1. Integrate financial discussions into your weekly leadership cadence. Use shared financial language to align strategy, operations, and resources more effectively. 

2. Strengthen cross-functional financial communication. Partner with controllers/bookkeepers to review risks, trends, and opportunities in real time—not only at month-end. 

3. Link financial insights to cultural and strategic priorities. Reinforce how numbers reflect mission, values, and performance. Numbers tell the truth; leaders bring that truth to life. 

For the Emerging & Developing Leader 

1. Commit to learning the “big three”. 
Balance sheet = snapshot
Profit & Loss = motion picture
Cash Flow = decision-making lifeline 

2. Practice reading statements monthly. Start with observation. Then build to interpretation. Eventually grow into confident action.

3. Ask more questions in financial conversations. Curiosity fuels capability. Allow the financial team to become your strategic partners—not just your historical reporters.

Catalyst Conclusion 

When leaders know their numbers, they unlock clarity, elevate communication, and gain the confidence to make decisions that drive long-term success. Know Your Numbers™ brings your leadership, your financial team, and your strategy into alignment. This is more than training—it’s a catalytic shift toward stronger performance, deeper collaboration, and a business future you can clearly measure and confidently lead. 

Catalyst Challenge 

This month, take 20 minutes and review one financial statement you normally avoid. Write down three things you notice. Bring it to a conversation with your financial partner. Growth begins with awareness—and awareness begins by choosing to Know Your Numbers™. 

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Greg Smith

Greg Smith

CPA and CPBC

About Greg Smith

CPA & Certified Professional Business Coach

Greg has developed a significant professional background working in various industries. With a background in sales, sales management, leadership, and people development, Greg brings great value to Catalyst Leadership Dynamics.

Greg Smith has participated in all levels of the EOES 1.0 – 4.0 programming with JRCI, now Catalyst Leadership Dynamics, and led his cohort to success. Jeff Rogers asked Greg to work with him and Jeff’s students at Syracuse University, Whitman School of Management, EEE370 Entrepreneurship class for four years, teaching the accounting section. Each semester, Greg’s session was one of the most special to the students.

Greg is a tax senior manager with Dermody, Burke & Brown, CPAs, LLC, and a business coach with Jeffrey A. Rogers Executive Business Coaching. Greg’s experiences as a Certified Public Accountant (CPA) and a Certified Professional Business Coach (CPBC) bring detailed knowledge and skill to the team.

Greg can understand the needs of business owners and executives to provide day-to-day tax and accounting consulting and leadership coaching to empower leaders to continue growing daily. Greg was asked to join the team based on his vast business knowledge and skill set and because he has a unique ability to break complex matters into digestible and usable information.

Education, Certifications, and Boards:

  • Treasurer of the New York Family Business Center at the Madden School of Business at Le Moyne College
  • Treasurer of The Orchard Church

Recognition and Awards

Central New York Forty Under Forty Honoree

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