Ready the Bench: Your Guide to Succession Planning

March 7, 2024 | Insights

Building your company’s succession plan is the first step to ready the organization for the next chapter. The plan also has to be implemented and that begins with “preparing the company.” What do we mean by preparing the company? Let’s review...

Year-End Financial Planning

November 30, 2023 | Insights

Year-end Financial Planning The 4th quarter usually brings financial planning for the upcoming year, including next year’s potential credit needs. Both surety companies and banks heavily rely on CPA-prepared fiscal year-end financial statements when reviewing their...

Labor and Staffing In the Construction Industry

June 30, 2023 | Insights

From the desk of Gene Lilly: Summer is in full swing and we want to wish everyone a safe and happy 4th of July. Our offices will be closed on Monday, July 3rd, and Tuesday, July 4th, returning to normal business hours on Wednesday, July 5th. Construction projects are...

Building a Solid Foundation: The Importance of Capital Management in Construction

April 28, 2023 | Insights

From the desk of Gene Lilly: Hello Spring! Winter weather seems to finally be behind us and construction season is in full swing. It’s hard to believe we’re already through the first quarter of 2023. We hope the year has started off well and backlogs are...

Productivity: The Value of 20 Minutes

December 23, 2022 | Insights

From the desk of Gene Lilly: Happy Holidays! On behalf of everyone at Gene Lilly, we want to wish you a Merry Christmas and a Happy New Year. We thank you for the continued partnership and look forward to a prosperous 2023. Our office hours for the holidays are below....