Ready the Bench: Your Guide to Succession Planning

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 three areas of...

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Year-End Financial Planning

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...

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Labor and Staffing In the Construction Industry

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...

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Productivity: The Value of 20 Minutes

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....

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People Management: The Fight for Talent

From the desk of Gene Lilly: It's hard to believe that Fall is upon us as we move into the 4th quarter of 2022. While everyone is getting as much work done as possible before the winter months, it's easy to set year-end financial statement planning aside. Let's set a...

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Economic Volatility and Patience

From the desk of Gene Lilly: Happy 4th of July! We hope everyone's summer is off to a good start. Our office will be closed this afternoon Friday, July 1st, and all day Monday, July 4th. We hope everyone has a great weekend celebrating with family and friends. Our...

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Efficiency and Variability

From the desk of Gene Lilly: Welcome to the inaugural edition of the Gene Lilly Newsletter. Our goal is to share thought-provoking concepts, articles, or ideas. Feel free to share with a friend, colleague, or coworker as you see fit. Our goal for this Newsletter is to...

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