Chances are, your small business feels like part of your identity. You’ve poured years of effort, energy, and heart into building something that works. But have you thought about what would happen to your business if you were ready to retire? What if something unexpected took you out of the day-to-day? That’s where succession planning […]
Category Archives: General Business
When you’re running a service-based business, such as a construction company, understanding your numbers isn’t just about paying taxes; it’s also about managing your finances effectively. It’s about unlocking clarity, making better decisions, and building a business that’s as strong behind the scenes as it is in front of customers. One of the most important […]
Whether you’re a solo contractor or managing a full construction crew, a clear and professional construction proposal is one of the most important tools in your toolbox. It sets expectations, outlines costs, and helps protect both you and your client from misunderstandings once the work begins. Here’s a breakdown of what to include so your […]
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. […]
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 […]
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 […]
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 […]
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 […]
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 […]
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. […]










