KPIs in Focus: Key Performance Indicators

A  P&L review is a great way to refocus, reassess your goals and priorities, and evaluate whether you’re on the right path.

As part of our ongoing KPIs series, we look at last year’s KPIs to plan for the new year.

Financial Check-In: Staying on Track for Success

Many business owners operate on intuition rather than data. While we may have a general sense of our performance, most of us haven’t compared actual numbers to our budget since last year’s planning process.

A comprehensive mid-year financial review is crucial for small business owners who want to meet their annual revenue and growth targets. This review should extend beyond basic budget comparisons to give you a complete picture of your business health.

Key Components of Your Mid-Year Check-In

Review Goals and Performance Metrics

Revisit your annual goals and the specific metrics you established to measure progress. Are these metrics still relevant, or do they need adjustment?

Analyze Current Performance

Compare your year-to-date results against projections. Identify performance gaps and develop strategies to address them in the remaining months.

Evaluate Your Pipeline

Assess your business development activities and sales pipeline. Do you have sufficient opportunities to meet your second-half targets? If not, what adjustments can you make now?

Monitor Competitive Developments

Research recent changes in your competitive landscape. Stay alert to innovations or market shifts that could impact your business during the remainder of the year.

Reassess Tax Planning

If your revenue has exceeded initial projections, your tax liability may have increased. Consult with your CPA to update estimated payments and avoid potential underpayment penalties.

Taking Action After Your Review

Your mid-year analysis may reveal mixed results—exceeding expectations in some areas while falling short in others. This insight allows you to reallocate resources where they’ll have the greatest strategic impact.

Use this opportunity to refine your approach and enter the second half 2025 with renewed focus and clarity.

Next Steps

Take time this week to review your mid-year financials. Are you on track to achieve your 2025 goals? Do you need to adjust your strategy?

Contact us if you’d like professional assistance with your mid-year assessment. We’re here to help you maximize your business potential for the remainder of the year.

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Zumifi is how I manage my company efficiently, easily, and effortlessly (on my part)—almost as if it were magic!”

– Gary Levenberg, KID Group, San Francisco, CA