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What Bankers and Bonding Agents Want From Your Financials
What Bankers and Bonding Agents Actually Want From Your Financials Bankers and bonding agents do want financial statements. But what they are really looking for is confidence in the numbers behind them. They want: Confidence that the numbers are clean. Confidence that the contractor understands them. Confidence that the reporting is consistent. Confidence that the story behind the numbers makes sense. And when that confidence is missing, the conversation gets uncomfortable f

Yvonne Root
Apr 154 min read


Prioritize Goal Planning in Your Construction Business
“The key is not to prioritize what’s on your schedule, but to schedule your priorities.” – Stephen Covey. The Linchpin for Goal Planning Goal planning in your construction business begins with understanding that the linchpin to the development of goals is the financial aspect, the numbers. When your accounts are easily accessible, clean, and up to date, then growth, profitability, enhanced operational efficiency, and improved customer satisfaction stop feeling like hit-or-m

Yvonne Root
Dec 30, 20253 min read


5 Strategies Discerning Construction Subcontractors Use to Prosper – Part 2
This is the second part of a five-part series; if you haven't read the first part yet, you can go here. Discern Your Numbers I asked...

Yvonne Root
May 10, 20232 min read
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