Our Services

Strategic Guidance for Growth and Success

Local Fractional partners with leadership teams to drive meaningful growth and operational efficiency. Through our tailored fractional CFO services, we provide the financial insights, strategic processes, and executive-level support your business needs to overcome challenges, optimize operations, and achieve long-term success. Whether you’re looking to scale, streamline, or prepare for a strategic exit, we’re here to guide you every step of the way with cashflow planning, banking relationships, revenue insights and how to seek new channels for faster growth. Need more? We expand well beyond our CFO services through strategic partnerships with industry leaders built to deliver fractional expertise as you grow and need their help.

Basecamp (+)

Reporting & Analysis

Basecamp Solid Business Foundations

Our Basecamp service is designed to provide a solid foundation for your business. Allow our Executive Advisors act as your Trail Guides each period by walking you through a thorough review of your financials and cashflow. These monthly strategic sessions and financial reviews will help you stay on course by addressing current performance and identifying pain points that could hinder future growth.

At this level, we focus on uncovering inefficiencies and offering high-level insights into your financial health. With each session, you’ll gain clarity on your position and discover opportunities for improvement. Whether you’re beginning to explore growth options or laying the groundwork for an exit strategy, this service ensures your business is moving forward with focus and precision.

Basecamp relies on your staff for all accounting duties up to providing us with a closed set of books monthly to base our data analytics and allow us to provide you with insights to grow and streamline your business.

Basecamp+ incorporates a bookkeeping solution to prepare the books, providing the Executive Advisor with a closed set of books monthly to base data analytics and provide you with insights to grow and streamline your business.

The most valuable part of these Executive Advisor walk-throughs is the consistency in which you will start to break down your financials and understand the changes from period to period. Our trail guiding services not only point out where you’ve been but help give you direction on where to go from here.

Only $900-$1,500 per month for most companies

Trailblazer

fCFO

Trailblazer for FP&A insights

Our Trailblazer service takes you beyond the basics by adding weekly leadership team check-ins and offering enhanced financial planning and analysis (FP&A). In addition to monthly strategy sessions, we provide in-depth projections and management reports that deliver detailed insights with our custom growth strategies and operational improvements.

Through collaborative problem-solving, we identify inefficiencies and develop processes to improve business performance. This service gives your leadership team the tools to implement strategies that will optimize resources and drive sustainable growth. Whether refining internal operations or pursuing an exit strategy, we help blaze a path that aligns with your business’s long-term goals.

This service is ideal for a company with a bookkeeper who needs our CFO leadership to oversee the monthly accounting and reporting process. This would include a weekly check-in for mid-month updates and troubleshooting with your accounting team. Trailblazer allows us to scope and take lead over 2-3 focus items each quarter to advance your company and meet your goals with a fCFO fully engrained in your month-to-month operations or taking over the finance seat if you run an EOS or other business operating system.

Trailblazer is a custom scoped approach that provides you with weekly access to a dedicated fCFO to coach and lead your finance/accounting team. This also brings that seasoned executive into the leadership meetings providing historical perspectives, a vast network and strategic insights necessary to get your business to the next level.

Fully Scoped & Priced $5,000-$7,500+ per month

Vanguard

Full Team Approach

Herd of bison

The Vanguard service offers an all-encompassing, executive-led approach to strategic growth and operational excellence. This package includes everything from our Trailblazer level, but also brings direct collaboration with our Local Fractional team as needed. This may include a CFO-led Controller or Bookkeeper to oversee financials, manage the Chart of Accounts, reconcile the balance sheet, and provide leadership on day-to-day bookkeeping functions. We may also provide services from our bench of fractional providers in HR, marketing or operations to ensure you have the pieces necessary to meet your needs.

With Vanguard you get a custom tailored team to meet every aspect of your high-growth business.

We work hand-in-hand with your financial team to identify inefficiencies, optimize workflows, and uncover new growth opportunities. Our custom built teams drive business growth while maintaining a sharp focus on financial accuracy and strategic foresight. Whether you’re aiming for aggressive expansion or preparing for a strategic exit, Vanguard ensures your business is equipped with an executive-led team and proven processes to navigate complex challenges and achieve your most ambitious goals.

Fully Scoped & Priced $7,500+ per month.

From Accounting to CFO; the roles:

  • Your operational foundation.

    Accurate books are the backbone of every healthy business. Our bookkeeping partner ensures your transactions are entered, reconciled, and categorized properly so you always know where you stand—and can stay compliant.

  • Your financial translator.

    Paired with bookkeeping, our Executive Advisor role offers light financial leadership for businesses that aren’t ready for a CFO. This includes a monthly 1–2 hour meeting to review financials, highlight key trends, and provide light strategic guidance. Ideal for businesses who want a second set of eyes on the numbers—and a sounding board for decisions.

  • Your strategic growth partner.

    Our Fractional CFOs bring executive-level leadership to the table. They drive the close process, lead monthly financial review meetings, deliver forward-looking forecasts (weekly cash flow, 3–5 year models), and help you build the systems and KPIs needed for operational excellence. Most importantly, they bring strategic insights, capital planning, and high-value introductions to help your company scale with confidence.

Beyond Finance: Access to Trusted Fractional Executives

Your business needs more than just financial leadership to grow—it needs the right people in the right seats across every function. Through our curated network of strategic partners, we connect you to seasoned fractional executives who specialize in key areas outside of finance. Through Local Fractional, you gain a trusted gateway to proven experts—all aligned with our values of simplicity, clarity, and strategic growth. Whether we’re leading your financial strategy or helping you build a best-in-class team, we ensure you get the right support, exactly when you need it.

  • Your brand, positioned to grow.

    From messaging and lead generation to full marketing strategy and campaign execution, our fractional Chief Marketing Officers help you clarify your brand, reach the right audience, and drive measurable growth without the cost of a full-time hire.

  • The right tech for smarter operations.

    Whether you need help selecting and integrating software, improving cybersecurity, or creating scalable systems, our tech leaders help align your infrastructure with your business goals—so your operations can grow with you.

  • Build a team that builds your business.

    HR isn’t just compliance—it’s culture, hiring, retention, and leadership development. Our fractional HR partners help you create systems for hiring and onboarding, clarify roles and accountability, and build a team aligned with your vision.

  • Process meets execution.

    Need help turning strategy into action? Our operational partners step in to improve efficiency, reduce bottlenecks, and lead cross-functional execution so your business runs more smoothly and scales more easily.

  • Find the right fit faster.

    Hiring for key roles? We’ll connect you with vetted partners who specialize in recruiting top-tier talent—from leadership positions to specialized technical roles.

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