Most business owners don’t wake up thinking, “I really wish I had more reports.” They want to understand the reports they already have and use them to make better decisions about where the business is going. We worked with a client who brought us messy books. Once we cleaned everything up, they finally had accurate […]
Category Archives: Goals
21
May
May
Early on, I thought clean books were the goal. I remember the feeling I would get when everything was tied out: all accounts reconciled, all transactions categorized properly, everything clean. Like I had done the job right. And for a while, I believed that was the finish line. A lot of business owners still believe […]
23
Dec
Dec
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 […]
25
Nov
Nov
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 […]
11
Nov
Nov
Business debt can feel overwhelming. Even if your business income is higher than ever, the thought of looming payments, high interest rates, and upcoming due dates can keep you up at night. Many business owners worry that no matter how hard they work, debt will always be there in the background. The good news is […]
02
Sep
Sep
If you’re a custom home builder or contractor, you’ve probably heard your bookkeeper or CPA mention “cash basis” and “accrual basis” accounting. If your eyes glazed over at that moment, don’t worry, you’re not alone. Let’s break it down in plain English, using real examples from the construction world. Understanding the difference can help you […]
10
Jun
Jun
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 […]
27
May
May
Winning more bids in residential construction isn’t all about offering the lowest price. Price is one aspect, however homeowners and developers are even more interested in reliability, quality, and finding a contractor they can trust. Focusing on the right strategies can help you secure more projects and grow your business. 1. Strengthen Your Reputation with […]
13
May
May
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 […]
29
Apr
Apr
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. […]