Thoughts from the desks of our team members
Deep In The Heart Of
The Legend – How to Identify the Right KPIs to Measure Your Business’s Health
KPIs are the legend that helps you interpret your business’s financial health. For EOS-run companies, KPIs form the weekly scorecard that tracks progress and flags potential issues. Tracking KPIs like customer retention, gross profit margins, and efficiency metrics helps businesses make informed decisions. At Local Fractional, we guide companies in selecting and analyzing KPIs for scalable growth.
The Compass Rose – Creating a 3-5 Year Financial Roadmap for Sustainable Growth
A 3-5 year financial forecast is your compass rose, guiding you toward your long-term goals. Unlike a budget, a forecast evolves monthly based on actuals, allowing businesses to track progress, adjust strategy, and model future scenarios. A tech startup prevented a cash crisis by forecasting burn rates, while a retail business secured funding by demonstrating projected growth. Local Fractional will help your business build a financial roadmap that provides clarity and control over its future.
The Scale – How a 13-Week Cash Flow Forecast Keeps Your Business on Track
A 13-week cash flow forecast is the scale that measures your business's short-term financial health. Without it, companies risk cash shortfalls, missed payroll, and stalled growth. A manufacturing company faced supply chain disruptions due to delayed payments, while a marketing agency struggled to pay contractors on time. Both solved their challenges with weekly cash flow projections. At Local Fractional, we help businesses implement forecasts that highlight cash needs, ensuring smooth operations and strategic reinvestment.
The Map’s Imagery & Layout – Why Your Financial Books Must Be Accrual-Based & GAAP-Compliant
Your financial books are the essence of your business map, guiding your business journey. Without accurate, accrual-based accounting aligned with GAAP standards, your map is unclear, leading to poor decisions and financial surprises.
Imagine a CPG company seeing profits one month but struggling to fund inventory the next because costs weren’t aligned with sales. Or an electrician showing huge profits one month and losses the next due to poor tracking of work-in-progress.
Switching to accrual accounting ensures your financial map reflects reality—helping you navigate challenges, plan for growth, and avoid costly detours.
Navigating Business Success: The Financial Map Every Company Needs
The map is a tool that provides clarity, direction, and the ability to anticipate obstacles. Without it, you risk wandering aimlessly, making reactive decisions instead of intentional ones. The same applies to your business’s financial health. Local Fractional believes in helping businesses build their financial map—a structured approach to understanding cash flow, financial reporting, forecasting, and key performance indicators (KPIs).
Charting Your Course: Unlocking Business Success with Porter’s Strategic Compass
Strategy is the compass every business needs, and Porter’s model is the map that simplifies it all. This fundamental and critical framework—the success strategy triangle—can help small businesses avoid years of costly mistakes and the risk of failure. Differentiation, cost leadership, and focus are more than concepts; they’re your guide to making bold, clear choices.
Walk through exactly what you need to know about the strategy success triangle, making it easy to set your business on the path to success. Don’t wait—start your journey now!
Building Your Roadmap to Success
As we kick off the new year Local Fractional wants to remind you that success comes from having a clear map to follow. The roadmap is more than just setting goals — it’s about knowing where you are, where you want to go, and the specific steps you’ll take to get there. This isn’t about vague resolutions or wishful thinking. It’s about creating a strategy that’s measurable, actionable, and adaptable as your business evolves.
Successful businesses aren’t built in isolation—they thrive through collaboration and shared vision.
No business can grow alone. At Local Fractional, we partner with your leadership team to create a shared vision for success, ensuring collaboration and alignment at every step of the journey.