Category Archives: General Business

How to Handle Delays in Construction

delays construction clock

Construction delays can be incredibly frustrating. You have deadlines, budgets, and customer expectations all on the line. Suddenly, something throws everything off schedule. Whether it’s a delivery that never shows up or a surprise issue on-site, delays can feel like they stop your entire business in its tracks. Delays are a normal part of construction. […]

Why In-Person Connections Still Matter In Business 

in-person connections

Recently, I had the joy of celebrating a big milestone with one of our long-time clients. It was their 10-year business anniversary. We have been working together for nine of those years, so joining in their celebration felt extra special. Walking into the party, I wasn’t sure if I would recognize them right away. After […]

Going Beyond Traditional Bookkeeping 

beyond traditional bookkeeping

Bookkeeping is more than it used to be. Recording transactions and reconciling accounts are important, but is simply looking backward enough to help your business grow? More than 15 years ago, I selected Beyond Balanced Books as our business name. I was ready to take a leap into uncharted territory, to go beyond traditional bookkeeping […]

Why You Need a Bookkeeper and a CPA

canoe bookkeeper and cpa

Ever feel like running your business means wearing every hat? In a single day, you may go from visionary leader to late-night customer service rep to part-time accountant. You don’t have to handle your finances alone. Building a financial team with both a bookkeeper and a Certified Public Accountant (CPA) can save you time, reduce […]

Should I Change My Business Goals?

golf change goals

Every business owner hits a moment when they pause and wonder, “Are my goals still right for where I’m going? Should I change my business goals?” If you’re asking that question, you’re not alone. Just because you’re asking doesn’t mean you’re failing. It’s a sign of business growth.  Business goals aren’t meant to be written […]

Steps to Growth – Handling Transition in Your Business

cindy and lincoln steps to growth

My little grandson is growing up! He recently started walking, and in March, we took him to the beach where he walked on sand for the first time.  At first, he seemed unsure of what to think. He wobbled, fell over, and took time to examine the sand. He quickly realized that walking on sand […]

CFO vs. Controller: Which Do You Need for Your Business?

As your business grows, so do your financial responsibilities. At some point, you might find yourself wondering: Do I need a Chief Financial Officer (CFO), a controller, or both? Understanding the differences between these roles, and when to bring them in, can help you make the right decision for your business. Let’s break it down. […]

How Do I Know if My Books Are a Mess?

Keeping clean and accurate books is needed for running a healthy business. But sometimes, your bookkeeping can get out of hand. If you have ever felt unsure about the state of your finances, you might be wondering: Are my books a mess? Here are some clear signs that it’s time to clean up your records, […]

Prepare for a Successful Workers’ Compensation Audit

lunchbox workers' compensation

A workers’ compensation audit might sound intimidating, but with the right preparation, it can be a straightforward process. If you own a business and aren’t deeply involved in payroll or finance, this guide will help you understand what to expect and how to prepare so you can avoid surprises. What Is Workers’ Compensation Insurance? Workers’ […]

Four Steps to Start Your Own Business

dock start a new business

Starting your own business can feel overwhelming. But don’t worry! You don’t need to be a financial expert to get your business started. With a little planning and a step-by-step approach, you can set yourself up for success from the beginning. Here are four simple steps to get you started: 1. Define your Service and […]