OverView Bookkeeping Insights

Growing Your Business Should Bring More Opportunity - Not More Stress

Fri, 17 Apr 2026 22:36:17 GMT

Growing Your Business Should Bring More Opportunity - Not More Stress

Trade Wins becomes the bridge that helps you move from where you are today to where you want to be tomorrow

Trade Wins is a subscription service designed specifically for blue-collar businesses that are ready to grow—but need the right support to get there. As your business picks up, it’s easy for scheduling, estimates, and lead follow-up to fall behind, creating stress and missed opportunities. That’s where we come in.

Trade Wins supports your operations by keeping you organized, consistent, and moving forward without adding internal pressure. Trade Wins is designed to support your existing team, not replace it. We provide the behind-the-scenes structure and consistency you need to scale from a small crew to a more established, efficient business.

By assisting in key areas like operations support, scheduling, estimates, and opportunity tracking, we reduce the daily stress on you and your team. That means fewer dropped balls, more closed jobs, and more time back in your day—whether that’s spent on growing the business, being with family, or focusing on the work you actually enjoy.

Best of all, Trade Wins gives you this support without the cost of hiring full-time office staff, making it an affordable way to grow smarter, not harder.

What You Gain with Trade Wins:

More Visibility & Consistent Lead Flow – Through strategic marketing, advertising, and networking that keeps your pipeline active.
No Missed Opportunities – Every lead is captured, tracked, and followed up inside a client relationship management system.
Monthly Bookkeeping – Stay on top of income, expenses, and taxes with monthly reconciliation, financial reports, inclusive access to your bookkeeper and proactive business "consultation.”
Seamless Estimates – Generated through QuickBooks to effortlessly close more deals.
Streamlined Material Ordering & Job Intake - Reduce costs and streamline operations with Overview handling supply orders for pickup, delivery, or onsite drop-off—same or next day.
Stronger Sales Process & Higher Close Rates - With hands-on sales coaching and systems that help turn conversations into booked jobs.

Do you own — or know — a trades business ready to expand, increase profits, and strengthen operations with expert business support?

Unlock a Better

Experience with the OverView App

Meet Human Power Solutions

Human Power Solutions helps business leaders offers customized learning and development programs to their employees with:

Genuine, impactful learning experiences tailored just for you
Training that goes beyond theory, focusing on practical skills you can apply instantly.
Long-Term Learning Partners offering ongoing support and growth opportunities.

Partner with HPS to attract and retain top talent at your company

I am extremely satisfied with Overview! They have gone through my books and found where I was wasting money and time. They've saved me thousands in waste already. They've given me direction on getting quality work and increasing cash flow and income and the results were immediate. I highly recommend their service.

Tony Suppa

Aqua Duck Plumbing

Solar Savings Made Simple

Fri, 13 Mar 2026 20:23:11 GMT

Solar Savings Made Simple

Did you know you can lower your electric bill and hit your sustainability goals — all without lifting a finger or spending a dime?

The benefits of community solar are real,

which is great news for you and your organization!

Welcome to the power of Community Solar.

Backed by your state and built to make clean energy accessible, community solar lets you tap into the benefits of solar — without panels on your roof or switching utility companies.

Here's how it works:

GET IN TOUCH with a commercial energy advisor like FUSE ENERGY .
Work with them to FIND A COMMUNITY SOLAR FARM near you.
SUBSCRIBE to monthly kilowatt shares from that farm and see the credits appear on your electric bill.

NO upfront costs. NO ownership. NO maintenance. NO operation. NO need to switch utility companies. Enroll and save up to 10 percent on your electric bill.

Support clean energy in your community at no cost to you. We can walk you through the process. To get started email us at energy@overviewconsulting.com .

For our Rhode Island businesses and organizations, if you are relying on Rhode Island Energy’s Last Resort Service , you could be paying some of the highest electricity rates in the state —up to 14.67¢ per kWh this winter.

That’s money out the door for the same power you could get for less.

Let us help you secure a more competitive rate and start saving today.

Meet Fuse Energy

Fuse Energy works with organizations of all kinds: commercial & industrial, nonprofits, houses of worship, cities and school districts.

We partner with the top electricity and natural gas suppliers in the world and we negotiate on your behalf to secure the most competitive pricing in the industry.

Free Energy Audit –

Fuse Energy can coordinate a free, extensive energy audit. Audits include review of Lighting & Controls, HVAC Systems & Controls, Weatherization, Gas & Water Savings Solutions and Com-
pressed Air Systems.

"Our experience with Ben Hall and OverView has been beneficial to our school district's bottom line. . . . Ultimately, we found substantial savings."
Jay Byer

Director of Finance and Operations, Mendon-Upton Regional School District

The Bookkeeping Team Behind Your Numbers

Fri, 13 Feb 2026 16:29:15 GMT

The Team Behind Your Numbers

We know how much trust it takes to hand over your books.

Our Team

At Overview, we build trust by showing up consistently, personably, with honest communication, and treating your business with the care it deserves. That's why we want you to know who's actually behind the numbers.
We love what we do and being a part of OverView where a culture of joy is created.

Our Credentials

QuickBooks and QuickBooks Advanced Certifications
AIPB Certified Bookkeeping
Dedication to development through team trainings and collaboration to identify and use personal strengths, quarterly peer reviews, and 90 day action plans to promote both personal and team growth

Our Impact

We’ve helped clients recover from bookkeeping backlogs, prep for taxes, cut unnecessary expenses, increase retirement contributions and gain clarity and control over their finances.
With clean, accurate records, our clients make smarter business decisions, reduce stress, and gain peace of mind — knowing their numbers are handled and their business is on solid ground. That means more time and mental space to focus on what matters most: their team, their customers, their families, and their growth.
We don’t just check boxes — we look for patterns, inconsistencies, and opportunities to keep your business financially steady and moving forward.

Reviewing Expenses by Vendor

As part of our monthly review process, OverView analyzes expenses by vendor to understand where your money is going and how those costs change over time. This report helps identify pricing increases, duplicate charges, unused services, and opportunities to streamline spending.

By regularly reviewing vendor activity, we help ensure expenses are accurate, reasonable, and aligned with your business needs — supporting stronger cash flow, better planning, and long-term financial stability.

"I am extremely satisfied with Overview! They have gone through my books and found where I was wasting money and time. They've saved me thousands in waste already. They've given me direction on getting quality work and increasing cash flow and income and the results were immediate. I highly recommend their service."

Tony Suppa
Aqua Duck Plumbing

Budget vs. Actual: The Clarity Many Business Owners Are Missing

Fri, 16 Jan 2026 15:00:39 GMT

Budget vs Actual:

The Clarity Many Business Owners Are Missing

Are your numbers telling the truth?

Most business owners create a budget — and then never really look at it again.

At Overview, our Budget vs. Actual service bridges the gap between what you planned to happen and what actually happened, so you can run your business with clarity instead of guesswork. By comparing your budget to real-world results, we help you understand where your money is going, what’s working, and what needs attention.

Here’s how Budget vs. Actual helps you stay in control:

Clear insight, not confusion

We translate your numbers into plain language so you can quickly see what’s on track and what’s not and more importantly, why .

2. Catch issues early

Small variances turn into big problems when they’re ignored. Regular Budget vs. Actual reviews help us spot overspending, margin pressure, or missed revenue early while you still have time to adjust.

3. Confident, data-backed decisions

When your decisions are backed by real numbers, not gut feelings, you can move forward with confidence whether that means hiring, investing, or pulling back.

At the end of the day, Budget vs. Actual isn’t about perfection — it’s about awareness. When you understand your numbers, you stay aligned with your goals and avoid surprises that derail your momentum.

�� Ready to stop guessing and start managing proactively?
Click the link below to schedule a quick conversation with the Overview team to see how Budget vs. Actual reporting can support smarter decisions and stronger profitability.

Unlock a Better Experience with the OverView App

Meet Human Power Solutions

Human Power Solutions helps business leaders offers customized learning and development programs to their employees with:

Genuine, impactful learning experiences tailored just for you
Training that goes beyond theory, focusing on practical skills you can apply instantly.
Long-Term Learning Partners offering ongoing support and growth opportunities.

Partner with HPS to attract and retain top talent at your company

Workers' Compensation - Let Us Show You a Better Way

Tue, 09 Dec 2025 18:23:49 GMT

Workers' Compensation for Less - Let Us Show You a Better Way

Every week, we meet with business owners whose workers' compensation costs represent more than 50% of their annual insurance expenses. I promise you there's a better way.

OverView approaches worker's compensation from a different perspective to save you money without sacrificing essential coverage .

HERE'S WHAT WE DO:

We shop for your insurance on your behalf to make sure you're not overpaying.
We negotiate with underwriting to lower your premium.
We ensure that all subjective and objective credits are applied to your worker's compensation premium.

That's how we do worker's comp. differently. As a result, we've seen organizations save up to 40 percent on their worker's compensation premiums.

Protect your workers and your wallet. Get in touch with us to optimize your worker's compensation policy.

Unlock a Better

Experience with the OverView App

Property and Casualty Insurance

Combining liability, property, and business interruption insurance allows you to achieve higher levels of protection. At OverView, we dictate the credit structure for each client, so even our smallest business owners benefit from the premium savings typically reserved for larger competitors.

We can also help you choose and shop for the right insurance coverage — ensuring your policy fits your business, not the other way around.

"Ben Hall and OverView have provided an invaluable service to my company, Copex. In the first year alone, we have saved over $7,000 in combined efforts with payroll, phone services, and electric utilities. We are currently looking at additional savings with Workers' Compensation and health insurance. Ben and his staff were very helpful and forthcoming. The process was simple, quick, and seamless. I would highly recommend Ben and OverView.”
Bob Blais

The Power of Predictability

Fri, 14 Nov 2025 16:05:52 GMT

The Power of Predictability

Do you know on November 1st what your tax liability will be on March 15th? Your tax liability is one of the largest holes in the bottom of your profitability bucket. Proactively reviewing tax liabilities helps identify potential issues and allows for timely adjustments. This forward-thinking approach allows for better cash flow management and helps plan and invest more effectively, maximizing overall financial efficiency.

As a small business, the more money you keep the more money you make

We want to use our successful business experience to coach, teach, and mentor you to keep your tax costs minimal.

HOW TO DO THIS:

Have an accurate set of books from October 1st through September 30th
Provide projections for income and expenses
Honestly and ethically use tax code to lower your tax liability

OverView Bookkeeping and Consulting is not a CPA, accountant, or tax professional.

We help business owners identify and implement cost-saving strategies to improve their bottom line quickly. If you are not having these conversations with your tax professional there is an opportunity for improvement and a conversation together will be helpful.

Right Tax Partner, Right Stage

Whether you’re just starting out or running a Fortune 500, having the right tax partner matters. If your tax professional is unresponsive, you’ve outgrown them, or you’re just not sure they’re the right fit — we can help.

At OverView Bookkeeping & Consulting, we connect businesses with trusted tax professionals across the country. Think of us as your financial matchmaker — saving you time, stress, and endless searching.

�� Reach out today and let’s find the right fit for your business.

Tony Suppa
Aqua Duck Plumbing

Now launching our New Budget vs Actual Monthly Reporting Service

Mon, 27 Oct 2025 19:38:53 GMT

Now launching our New Budget vs Actual Monthly Reporting Service

At Overview Bookkeeping & Consulting, we do things differently. We don’t just track your numbers—we help you understand them. That’s why we’re excited to introduce our new Monthly Budget vs. Actual Reporting Service, a powerful tool to enhance your business’s bottom line and uncover cost-saving opportunities.

Why Does This Matter for Your Business?

Every successful company—Fortune 500 or not—relies on regular financial analysis to make informed decisions. Our new service provides you with clear, easy-to-interpret reports comparing your actual spending to your budget, allowing you to:

Identify Unnecessary Expenses – Catch areas where spending exceeds expectations and adjust accordingly.
Improve Profitability – Gain insights into cost-saving opportunities that directly impact your bottom line.
Enhance Cash Flow Management – Stay ahead of financial fluctuations with proactive decision-making.
Stay on Track with Goals – Ensure your business is aligned with its financial objectives month after month.

Put your books to work for you! Contact OverView Bookkeeping today to see how we can bring clarity to your finances and help you save.

Business Expense Management Training

In today’s competitive business environment, minimizing costs and maximizing profits are not just desirable—they are essential.

This comprehensive training equips business owners and managers with the skills to systematically and deliberately reduce expenses and boost their profits and business’s health and success.

Overview Bookkeeping & Consulting – Where Small Businesses Think Big!

Prepare Now for Rising Energy Costs

Tue, 14 Oct 2025 20:05:36 GMT

Prepare Now for Rising Energy Costs

Winter 2025/26 is just around the corner — and so are rising utility rates.

Now is the time to take control and lock in fixed energy pricing before costs climb higher.

At OverView Consulting , we specialize in helping businesses and property owners like you uncover the most cost-effective energy solutions available.

What We Can Do for You:

Energy Bill Review Send us your latest utility bill, and we’ll review it line by line to identify savings opportunities that most people overlook.
Unlock Utility Incentives that can cut costs even further. We’ll help you find and apply for the ones you're eligible for.
Secure fixed energy rates to help you budget with confidence.

Don’t wait for energy prices to spike. Get ahead now.

Just send a copy of your latest utility bill to energy@overviewconsulting.com to get started.

That’s money out the door for the same power you could get for less.

Let us help you secure a more competitive rate and start saving today.

Fuse Energy works with organizations of all kinds: commercial & industrial, nonprofits, houses of worship, cities and school districts.

We partner with the top electricity and natural gas suppliers in the world and we negotiate on your behalf to secure the most competitive pricing in the industry.

Free Energy Audit –

Fuse Energy can coordinate a free, extensive energy audit for. Audits include review of Lighting & Controls, HVAC Systems & Controls, Weatherization, Gas & Water Savings Solutions and Com-
pressed Air Systems.

"Our experience with Ben Hall and OverView has been beneficial to our school district's bottom line. . . . Ultimately, we found substantial savings."

Jay Byer

Trade Tasks for Time: The Power of Virtual Support

Sat, 23 Aug 2025 02:46:22 GMT

Trade Tasks for Time: The Power of Virtual Support

Virtual Business Management isn’t just about covering for you when you're out of office—it’s about making sure your business runs smoothly, consistently, and profitably every single day.

Whether you’re on vacation or just buried in the day-to-day, ask yourself:

If you step away... does your business stop too?
Family events, sick days, or school pickups shouldn’t grind things to a halt.
Is your to-do list full of busywork?
Following up, scheduling appointments, tracking down estimates—essential, yes, but they don’t directly grow your bottom line.
Are deals slipping through the cracks?
You’re great at what you do—but without support, things get missed and money is left on the table.
Are you stuck in admin instead of growth mode?
If you’re always catching up, you’re not getting ahead.

That’s where OverView’s Virtual Business Management steps in and can help you with:

Admin Support
Bookkeeping
Business Consulting
Sales Coaching
Process Improvement and Documentation
Expense Management
Data Analytics
Tax Advice
Vendor Sourcing and Management
Recruiting and Retention

We keep things running in the background, so you can stay focused on what matters most.

Unlock a Better

Experience with the OverView App

When your business is built around your best-fit clients, everything works better.

Let OverView put your business on a path to sustainable growth.

"Working with OverView has completely transformed my work and personal life. Ben is a professional and the best at what he does. His team is supportive, experienced and talented. My business is doing much better and I have more time to do the things I love. I could not be happier with OverView and highly recommend them. Looking forward to more growth personally and professionally."

Dr Malik

Celebrating 20 Years of Service, Solutions & Success!

Mon, 14 Jul 2025 14:28:13 GMT

Celebrating 20 Years of Service, Solutions & Success!

This year marks our 20th anniversary for Overview Bookkeeping and Consulting LLC — and we couldn’t have done it without you! Whether you’ve been with us since the early days or just recently joined our community, we are incredibly grateful for your trust, partnership, and support. Here's a look at how far we’ve come—and the people who helped us get here.

Our Incredible Team

From a one-person operation to a 16-person powerhouse , our team has grown into a trusted network of experts who genuinely care about helping businesses succeed.
We are dedicated to building our people and yours. We do this with team trainings and collaboration to identify and use personal strengths, quarterly peer reviews, and 90 day action plans to promote both personal and team growth.

Our Growth & Impact

From solo proprietors to multi-location enterprises, we support businesses of every size. Big or small we help them all.
Expanded our services to include virtual business admin, proactive tax planning, and new trainings to support businesses tactical planning, success and sales growth.

Building People and Profits for Business

We’ve helped clients recover from bookkeeping backlogs, prep for taxes, cut unnecessary expenses, increase retirement contributions and gain clarity and control over their finances .
Through it all, we’ve stayed focused on our mission: Protect the financial interest of those we serve.

Looking Ahead

We’re not slowing down. With more services, deeper relationships, and a continued commitment to innovation and client success, the next 20 years look even brighter.

Unlock a Better

Experience with the OverView App

Bill Mason of Rocket Fuel Coach shares ~

I love to coach leaders who are excited to change, willing to take on challenge and some risks and are ready to start iterating to awesome!

To lead confidently, you must align the needs of your role with your natural strengths, talents, and preferences. Understanding “Who You Are” and “Who You Are Not” will maximize your energy, reduce conflicts, and lead to a more fulfilling life and business.

We are able to do this through assessments, leadership coaching, ninja neuroscience, and truth building.

"Overview has been great! After another coach recommended them, I started using their services in the first 6 months of my business. They have been incredible. Professional, knowledgeable, and reasonably priced. Their expertise has helped me double my revenue, reduced the pain I feel with bookkeeping, and have become an amazing referral partner. If you need any of their services, they are top-shelf professionals! Hire them today!"

Bill Mason

Rocket Fuel Coaching

Power Up Your Team and Business Success with Trade Winds

Mon, 16 Jun 2025 14:49:19 GMT

Power Up Your Team and Business Success with Trade Winds

OverView Becomes an Extension of Our Client's Team

Trade Winds is a subscription service designed just for blue collar businesses. We reduce stress by managing hands on operations support, scheduling, estimates and more- giving owners more time to focus on family, hobbies or the work they love. Trade Winds helps them reclaim time affordably, without the cost of full time office staff, making it easier to balance business and life.

Some high-impact services you'll receive:

Representation at Weekly Networking Events – We connect with potential clients and qualified partners on your behalf.
Seamless Estimates – Generated through QuickBooks to effortlessly close more deals.
Hands-On Operations Support (Up to 3 hrs./week) – Our highly skilled admin team helps with scheduling, paperwork, and daily tasks to keep your business running smoothly while you focus on the job.
Monthly Bookkeeping – Stay on top of income, expenses, and taxes with monthly reconciliation, financial reports, inclusive access to your bookkeeper and proactive business "consultation.”
Material Ordering & Delivery - Reduce costs and streamline operations with Overview handling supply orders for pickup, delivery, or onsite drop-off—same or next day.

The Trade Winds Program gives small businesses the tools they need to grow—advertising, networking, and business operations support. You get over $58,000 worth of operational services for less than hiring a fulltime worker at minimum wage.

Do you own — or know — a trades business ready to expand, increase profits, and strengthen operations with expert business support?

Unlock a Better

Experience with the OverView App

Locally Owned.
Nationally Known.

V Digital Services is a full-service marketing agency and trusted Premier Google Partner. As one of the fastest-rising digital marketing agencies in the country, VDS operates in more than 300 American cities. The full-service team at VDS includes a wide array of specialists, all based in the U.S. and all devoted to helping businesses succeed in the mobile-digital space.

We manage your brand’s complete digital presence with clear ROI (Return on Investment) reporting. By focusing on customer experience and client satisfaction, we deliver measurable results and hold ourselves accountable to ROI.

Tony Suppa

Aqua Duck Plumbing

Proactive Tax Planning = Less Stress, More Savings, Smarter Growth

Thu, 15 May 2025 19:51:49 GMT

Proactive Tax Planning = Less Stress, More Savings, Smarter Growth

Proactive tax planning is one of the smartest financial strategies a business can invest in. Instead of waiting until tax season for surprises, it means checking your finances throughout the year, finding ways to save, and making smart decisions before it’s too late.

It’s about being intentional - using deductions, credits, and other strategies before the year ends to lower your taxes and keep more cash in your business.

How Tax Planning with OverView Bookkeeping and Consulting Supports Your Success:

Real-Time Financial Clarity:
We don’t just close your books — we deliver accurate, up-to-date financials so you have a clear picture of your business health all year long.
Collaboration with Your Tax Professional:
We work closely with your CPA or tax advisor, providing organized, strategic financial reports that make proactive tax planning possible (and easy).
Strategic Recommendations:
When we notice opportunities for tax savings — whether it's expense adjustments, asset planning, or tax credit eligibility — we bring it to your attention early.
Education and Empowerment:
We make sure our clients understand their numbers, not just see them. This empowers you to make smarter business and tax planning decisions.
A Partner You Can Count On:
Tax planning isn’t a once-a-year event. We’re here month after month, helping you stay ahead of the game — so there are no big surprises at the end of the year.

Real time results:

We recently had a client who met proactively with their tax professional in September, using the financial information we provided.

Initially, their tax liability was quoted at $25,000 . After just 45 minutes of strategic review , it dropped to $19,500. And when it came time to write the final check to the IRS — it was under $14,000!

If that’s not your experience, let's talk.

At OverView Bookkeeping and Consulting, we don’t just prepare your numbers — we help you plan your future.

Unlock a Better

Experience with the OverView App

At OverView, we go beyond number crunching to uncovering savings opportunities. We support your success through the year with periodic reviews where we will:

Put on our business owner goggles and look at your books like they are our own.
Search for cost-saving opportunities that other bookkeeping companies overlook.
Offer input and insights on where you can save money and help you put together a list of questions to ask your CPA so you can reduce your tax bill next year.

Important: You have some control legally and ethically to reduce your tax liability, but you need to be proactive in doing so.

OverView helped me with my taxes. I owed $45K in my first year of business. OverView identified an overpayment and shared that information with my CPA. Now, my taxes are $2-3K.

Smart, Simple, Solar: Save Without the Hassle

Fri, 11 Apr 2025 12:41:05 GMT

Smart, Simple, Solar: Save Without the Hassle

Did you know you can lower your electric bill and hit your sustainability goals — all without lifting a finger or spending a dime?

The benefits of community solar are real,

which is great news for you and your organization!

Welcome to the power of Community Solar.

Backed by your state and built to make clean energy accessible, community solar lets you tap into the benefits of solar — without panels on your roof or switching utility companies.

Here's how it works:

GET IN TOUCH with a commercial energy advisor like FUSE ENERGY .
Work with them to FIND A COMMUNITY SOLAR FARM near you.
SUBSCRIBE to monthly kilowatt shares from that farm and see the credits appear on your electric bill.

NO upfront costs. NO ownership. NO maintenance. NO operation. NO need to switch utility companies.

Enroll and save up to 10 percent on your electric bill.

Support clean energy in your community at no cost to you. We can walk you through the process.

Unlock a Better

Experience with the

OverView App

Meet Fuse Energy

At Fuse, we take a hands-on approach to your organization’s energy needs. In-person meetings and continual contact are the norm around here. It’s our mission to make you more energy efficient, reduce your carbon footprint when possible and, ultimately, save you money. In other words, our goal is to keep you as a satisfied customer for life.

Partner with Fuse Energy Group to save money and the planet.

What Clients Are Saying

"Fuse takes a comprehensive approach to commercial energy consulting. Fuse Energy has become a valuable partner, from negotiating aggressive supply rates to implementing cost-savings programs.”

Jim Coghlin, Vice Chairman & Chief Supply Chain Officer Coghlin Companies

"Our experience with Ben Hall and OverView has been beneficial to our school district's bottom line. . . . Ultimately, we found substantial savings."

Jay Byer

Elevate Your Business with Virtual Business Management

Mon, 17 Mar 2025 18:50:55 GMT

Your Team, Expanded: Discover the Power of Virtual Business Management

OverView Becomes an Extension of Our Client's Team

In today’s fast-paced world, businesses require flexibility and expertise to stay competitive. That’s where virtual business management comes in.

Here’s how our Virtual Business Management team can act as an extension of yours, delivering unmatched support:

Seamless Continuity During Staff Changes When a key team member steps out, we step in—ensuring workflows remain productive and streamlined. With our support, there’s no downtime or disruption to your business operations.
A 16-Person Team Delivering Maximum Efficiency Our dedicated team has the capacity to handle the equivalent of 100+ hours of work per week. This eliminates bottlenecks and boosts efficiency, surpassing the capabilities of a single in-house employee.
Expertise that Elevates Your Business By partnering with us, you gain access to a collective mastermind of skills and expertise. This collaboration goes beyond task execution, offering strategic insights and innovative ideas to help your business grow and thrive in a competitive market.

Whether you’re facing staffing challenges, looking to scale, or aiming to enhance your team’s capabilities, our virtual business management services ensure your business keeps moving forward—stronger than ever.

Unlock a Better

Experience with the OverView App

Coaching Thoughtfully

Running a business is challenging, especially when managing people. I help improve communication between leadership, management, and staff to strengthen company culture. Clear expectations and open conversations boost teamwork, productivity, and growth. Coaching builds trust, resolves conflicts, and fosters accountability in a supportive environment.

Curious how coaching can enhance your team? OverView offers personalized consultations to explore your needs and provide practical strategies. Investing in your team is investing in success—let’s connect today!

" Working with OverView Bookkeeping & Consulting has been so important for my companies growth. With the book keeping, it is truly a great feeling to not have to worry about my companies books anymore, with OverView’s team they take care of it 100%.
Their consulting part of their service is second to none, they have single handedly saved my company over 30 thousand dollars within the first year. They help with all levels of small business problems, from payroll to insurances to benefiting from state funded programs. Hiring OverView Consulting has single handedly helped my company get to the next level. I highly recommend Ben and his team @ Overview Bookkeeping and Consulting. "

Jake Hubley

Hubley Painting and Remodeling

Budgeting & Forecasting: The Secret Weapons of Small Business Success

Wed, 12 Feb 2025 14:00:02 GMT

Budgeting & Forecasting: The Secret Weapons of Small Business Success

We can help you run a small business like a Fortune 500 business

Budgeting and forecasting aren’t just for big businesses—they’re essential tools for small business owners looking to thrive. When done right, they can provide clarity, control, and confidence in your business’s financial future.

Here are three powerful ways budgeting and forecasting can work for you:

Determining the Right Owner’s Salary

One of the toughest questions for small business owners is how much should I pay myself. A clear budget helps you strike the perfect balance between compensating yourself fairly and keeping the business financially stable.

Understanding Revenue and Profit Targets

Budgets provide clarity on how much revenue you need to generate to cover expenses—and make a profit. Identify fixed costs (like rent and salaries) and variable costs (like materials and marketing). Use this information to pinpoint your break-even point and profit targets.

Driving Revenue Growth & Expense Reduction

Forecasts are your guide to smarter decisions. Regularly updating your forecasts ensures you stay agile and can adapt to market changes effectively.

Unlock a Better Experience with the OverView App

Meet Human Power Solutions

Human Power Solutions helps business leaders offers customized learning and development programs to their employees with:

Genuine, impactful learning experiences tailored just for you
Training that goes beyond theory, focusing on practical skills you can apply instantly.
Long-Term Learning Partners offering ongoing support and growth opportunities.

Partner with HPS to attract and retain top talent at your company

Building Your Dream Team with Strategic Staffing Solutions

Fri, 17 Jan 2025 17:34:19 GMT

Building Your Dream Team with Strategic Staffing Solutions

Investing in the right staffing strategies strengthens your team and drives operational efficiency and long-term growth.

Running a business has its fair share of challenges, especially when it comes to managing your workforce. Here are three key benefits of partnering with a staffing company to help you stay ahead:

Solve Temporary Problems with Temporary Solutions Unexpected projects or seasonal demands? Staffing companies provide you with skilled temporary workers to meet short-term needs, ensuring smooth operations without long-term commitments. With access to a diverse talent pool, you can quickly fill gaps without disrupting your workflow.
Hire Off-Season and Use Downtime to Train The slower seasons are the perfect time to onboard and train employees. Staffing companies help you recruit talent in the off-season, allowing your team to hit the ground running during your busiest times. Investing in training during downtime helps sharpen your team’s skills and prepares them to confidently tackle peak demands.
Cost-Effective Hiring Save on recruitment, training, and benefits costs. Staffing companies streamline the hiring process, reducing overhead while connecting you with qualified candidates who fit your needs. Additionally, you avoid the costs associated with turnover by leveraging experienced professionals ready to contribute immediately.

Proper staffing strategies help anticipate future business needs. Planning ahead ensures that you have the right team in place to handle workload spikes or upcoming initiatives without disruption.

Staffing Made Easy: OverView Has Your Back

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Ardent

Staffing Solutions

Ardent Staffing specializes in providing temp, temp to hire and direct hire staffing solutions in the fields of skilled manufacturing, engineering, information technology, office and administration.

Providing exceptional employment services is our top priority and we understand that getting to know the people we serve on both sides of the employment equation is critical to our agency’s success.

"Our firm has brought Ben into several of our clients in an effort to cut wasteful spending. Ben has a masterful way to, at no upfront cost, look through various administrative expenses of an organization, and find opportunities to cut wasteful spending."

Jeff Barba

CFO, Barba

State Energy Saving Programs

Wed, 11 Dec 2024 18:10:57 GMT

State Energy Saving Programs

Do you spend $5,000 or more monthly on utility (or electric) bills?

The benefits are real, which is great news for you and your organization!

You could qualify to save up to 10% in monetary credits thanks to state renewable energy programs. Save money and meet your sustainability goals while feeling good about your impact on the planet with community solar!

HERE'S HOW IT WORKS:

Get a no-cost energy proposal from a commercial energy advisor like Fuse Energy
Get enrolled in a local state renewable energy program.
Negotiate your contract with your current utility company.
Save up to 10% on your electricity spend if you qualify.

Support clean energy in your community at no cost to you. We can take care of the whole process, send us a full and complete copy of your electricity bill to energy@overviewconsulting.com to get started.

Save on Natural Gas

OverView can save you money on your natural gas energy bill. We'll put your energy business up for bid on multiple software platforms at once to find the best deal for you.

When energy companies compete for your business, you win!

What Clients Are Saying

"We operate and maintain several bank branches throughout multiple towns. We count on Fuse to keep us apprised of the most current cost-savings and energy-efficiency programs available.”

Roland Paquette,

AVP Facilities, Main Street Bank

"Our experience with Ben Hall and OverView has been beneficial to our school district's bottom line. . . . Ultimately, we found substantial savings."

Jay Byer

Let's Talk IT Spending

Wed, 13 Nov 2024 16:30:00 GMT

Let's Talk IT Spending

Staying on top of your company's IT needs is a full-time job. That's why many business owners choose to partner with a managed IT company. Working with an outsourced partner can save you money over hiring a part-time or full-time IT professional.

What if you're paying too much for your managed IT support?

OverView Consulting can help you determine if you're overpaying for your managed IT support and help you save money on your IT expenses. We will:

Scrutinize your current managed IT vendor to understand what services you are paying for and which ones you may be able to trim back.
Right-size your services and costs with your current managed IT vendor.
Recommend alternative managed IT vendors who may be able to save you money.

Stop overspending for your managed IT services. OverView Consulting can show you how!

Save on Managed IT

Your managed IT expenses don't have to be set in stone. We specialize in negotiating the most competitive rates without sacrificing the quality of service you need.

Outsourcing your IT management is a smart move, particularly if a full-time, in-house team isn't necessary for your business. It not only streamlines operations but also boosts your bottom line.

Expert IT Support

CNS can support your technology needs with managed IT services and IT network services. Outsource your IT to the experts at CNS and have confidence in your service.

Proactive Continuous Monitoring
CNS-branded Advanced Software
Virus and Spyware Removal
Budgeted IT Costs with a Fixed Rate
Quick Response and Resolution
High Retention Rate of 95%

"OverView has been incredibly helpful for managing the finances of my business. Since working with them - they've helped me understand my expense reports, lowered monthly costs, and given me better insight into how my business operates from a financial perspective. I can't recommend them enough!"

Tim Swenson

Primal Physical Therapy & Sports Medicine Inc.

OverView Does Bookkeeping Differently

Tue, 08 Oct 2024 13:22:27 GMT

OverView Does Bookkeeping Differently

Any bookkeeper can do your books. OverView isn't any ordinary bookkeeper. We bring our business knowledge to the table, unlocking big-business insights within the numbers to uncover savings opportunities for you.

Get unstuck with the help of the OverView Bookkeeping team!

So, how do we do things differently?

Flat-rate monthly billing so you can plan your expenses with no surprises.
Bookkeeping certified to understand the accounting principles behind the software to serve you better.
Review of your expense by vendor summary report to uncover savings opportunities.

Start making your books work for you. Get in touch with OverView Bookkeeping today to discover how we can make sense of your books and save you money.

How You Save with OverView Bookkeeping

Our bookkeeping services may uncover savings in the following areas:

Workers' compensation
Payroll
Business Insurance
Credit Card Fees
Office Expenses

Quickbooks Quickstart Training

This program is designed for business owners who want to learn how to manage their bookkeeping in-house and are not yet ready to outsource it.

This training aims to ensure that business owners are able to maintain clear and accurate books so that they are able to use data to understand the profitability of their business and to make key financial decisions.

Testimonial from Michael Miller of Kingsmen Contracting

The Power of Predictability

Wed, 11 Sep 2024 13:00:04 GMT

The Power of Predictability

Do you know on October 1st what your tax liability will be on March 15th?

Your tax liability is one of the largest holes in the bottom of your profitability bucket. Proactively reviewing tax liabilities helps identify potential issues and allows for timely adjustments. This forward-thinking approach allows for better cash flow management and helps plan and invest more effectively, maximizing overall financial efficiency.

As a small business, the more money you keep the more money you make

We want to use our successful business experience to coach, teach, and mentor you to reduce your tax costs.

HOW TO DO THIS:

Have an accurate set of books from October 1st through September 30th
Provide projections for income and expenses
Honestly and ethically use the tax code to lower your tax liability

OverView Bookkeeping and Consulting is not a CPA, accountant, or tax professional. We help business owners identify and implement cost-saving strategies to improve their bottom line quickly. If you are not having these conversations with your tax professional, there is an opportunity for improvement and a conversation together will be helpful.

Huntoon CPA, LLC

"Our CPA practice specializes in providing comprehensive tax services, tailored to meet the unique needs of individuals and businesses. We pride ourselves on being proactive, helping our clients navigate the complexities of tax regulations and plan for the future, ensuring they are always ahead of the curve."

Business Expense Management Training

In today’s competitive business environment, minimizing costs and maximizing profits are not just desirable—they are essential.

This comprehensive training equips business owners and managers with the skills to systematically and deliberately reduce expenses and boost profits. business’s health and success.

"Our firm has brought Ben into several of our clients to cut wasteful spending. Ben has a masterful way to, at no upfront cost, look through various administrative expenses of an organization, and find opportunities to cut wasteful spending."

Jeff Barba
CFO, Barba

Prepare For Rising Energy Costs

Wed, 14 Aug 2024 13:00:08 GMT

Prepare for Rising Energy Costs

Now is the time to lock in fixed energy rates for winter 2024/25!

OverView Consulting can help you uncover the best energy solutions.

Review your current energy bill, to uncover key ways to save you money.
Review your utility incentives, to reduce your energy costs.
Unlock fixed rates, to help you budget for the upcoming winter.

Prepare for rising energy costs this winter. To get started on your energy-saving journey, email a full utility bill to energy@overviewconsulting.com

Control Energy Costs

OverView can save you money on your natural gas energy bill. We'll put your energy business up for bid on multiple software platforms at once to find the best deal for you. When energy companies compete for your business, you win!

What Clients Are Saying

"Fuse takes a comprehensive approach to commercial energy consulting. Fuse Energy has become a valuable partner, from negotiating aggressive supply rates to implementing cost-savings programs.”

Jim Coghlin,

Vice Chairman & Chief Supply Chain Officer

Coghlin Companies

"Our experience with Ben Hall and OverView has been beneficial to our school district's bottom line. . . . Ultimate, we found substantial savings."
Jay B.

What's New With OverView?

Wed, 17 Jul 2024 12:02:13 GMT

Meet the OverView Team

We are thrilled to announce the expansion of our team at OverView over the past several years! With diverse expertise and a shared commitment to excellence, our new teammates bring fresh insights and enhanced capabilities to serve our clients even better. We look forward to leveraging our expanded team's skills to continue exceeding expectations and supporting the success of businesses nationwide.

Sunshine and Success

Overview Bookkeeping and Consulting has expanded to Nokomis, Florida . Our new location caters to Sarasota County's growing entrepreneurial community, bringing tailored solutions to the Gulf Coast. We specialize in small business support, where we become an extension of our client's team bringing our expertise to their table. OverView Bookkeeping and Consulting ensures local businesses thrive with strategic financial management.

Introducing the OverView Mobile App

Download the Free OverView App Today!

You will access:

A full menu of OverView's products and services.
All of our most recent training programs and descriptions.
Ability to book calls with members of our team.
Future push notifications that can positively impact your business bottom line.
The ability to easily share your experience with our team and refer a friend with ease.

Bill Mason

Rocket Fuel Coaching

Targeted Training For Your Bottom Line

Fri, 14 Jun 2024 17:56:04 GMT

Targeted Training For Your Bottom Line

The right training is a game changer for business success providing crucial benefits that drive employee confidence, collaboration, growth, and most importantly your business's profitability.

Checkout the Top 3 Advanced Training Programs of 2023 selected by clients nationwide

TCP Associates

We help small to medium-sized medical practices maximize their cash flow by offering a free practice analysis to analyze the top five areas responsible for cash leakage in practices. Those are claim denials, rejections, account receivables, payment posting, and charge entry.

Practice Management Solutions Course

Improving your practice's bottom line should be one of your top priorities. This course will teach you how to monitor your accounts receivable, insurance claims, and operational spending to maintain positive cash flow and thrive in today's competitive environment.

Amber Clark shares how Simply Trees rises to new heights with business analysis and solutions from OverView Consulting.

Transform your organization into a well-oiled machine

Wed, 15 May 2024 16:40:41 GMT

Would Your Business Continue to Thrive?

What would happen to your business, employees, or customers if the business owner was removed? This course explores the steps and methodologies for developing a sustainable business without the business owner being involved in the day-to-day operations. We will teach a series of activities and actions following a repeatable approach to transforming an organization into a well-oiled machine based on detailed written processes and procedures.

OverView can help Massachusetts-based businesses take advantage of this amazing opportunity.

Here are just a few skills you will walk away with:

Identify and define your business culture . The company culture is the foundation of all businesses and how all decisions are made.
Identify the products and services that are the most profitable and not paramount to running a successful business.
Learn the value of identification and articulation in order to successfully articulate the value of your products and/or service providers to your clients and potential clients.

Get in touch with OverView Consulting to learn more about this exciting opportunity.

Hallmark Business Brokers

At Hallmark Business Brokers, we’re a different kind of Business Broker. When we work with you, our goal is to help you through the buying or selling process . We’ve helped so many local business owners increase their business value and sell at a maximum profit.

We will take the time to get to know you and help you achieve your goals. We’re here to guide you through each step, answer your questions and make your dreams a reality.

Framing Your Financial

Future Grant Course

This course introduces basic and advanced business planning and growth strategies for small business owners and their teams.

From entering the numbers correctly into QuickBooks to contract negotiations, participants will learn how to best define and market to their ideal customers or clients, develop predictable and sustainable business revenues, and plan for future growth. This course is delivered virtually, in person, and hybrid.

"What is it worth to you to have someone who will put your interest before their own and help steer your business in the right direction while helping you reduce wasteful spending? Someone who defines success
as helping others succeed first in meeting their business goals and desires. I would say that's priceless! That describes the OverView team, people who are passionate about what they do. I highly recommend reaching out to them."

Tom Piche

Workers' Compensation - Let Us Show You a Better Way

Wed, 10 Apr 2024 13:00:01 GMT

Workers' Compensation for Less - Let Us Show You a Better Way

Every week, we meet with business owners whose workers' compensation costs represent more than 50% of their annual insurance expenses. I promise you there's a better way.

OverView approaches worker's compensation from a different perspective to save you money without sacrificing essential coverage.

HERE'S WHAT WE DO:

We shop for your insurance on your behalf to make sure you're not overpaying.
We negotiate with underwriting to lower your premium.
We ensure that all subjective and objective credits are applied to your worker's compensation premium.

That's how we do worker's comp. differently. As a result, we've seen organizations save up to 40 percent on their worker's compensation premiums.

Protect your workers and your wallet. Get in touch with us to optimize your worker's compensation policy.

Ross Insight Solutions

Ross Insight Solutions is an HR consulting practice that works with small and medium-sized businesses to ensure businesses both run most effectively AND are in compliance with the many laws and regulations (local, state, federal).

We provide full assessment and support of current HR management practices, which concurrently can help businesses AVOID costly liabilities or penalties.

Property and Casualty Insurance

Combining liability, property, and business interruption insurance allows you to realize higher levels of protection.

We dictate the credit structure for each client, so even our smallest business owners will realize the premium savings typically reserved for their larger competitors.

Our Different Perspectives Saves You Money ~

"Early on when we first worked with Ben, we had a lot of things that were too expensive and it was adding up. He gave us transparency and helped us see how we can renegotiate contracts and save on costs."
Zach E.

Choose Community Solar and Save

Mon, 11 Mar 2024 18:49:44 GMT

Choose Community Solar and Save

Did you know you can save money and meet your sustainability goals while feeling good about your impact on the planet? It sounds too good to be true, right?

The benefits of community solar are real,

which is great news for you and your organization!

Community solar programs are state-backed and state-owned. Here's how it works:

GET IN TOUCH with a commercial energy advisor like FUSE ENERGY .
Work with them to FIND A COMMUNITY SOLAR FARM near you.
SUBSCRIBE to monthly kilowatt shares from that farm and see the credits appear on your electric bill.

NO upfront costs. NO ownership. NO maintenance. NO operation. NO need to switch utility companies. Enroll and save up to 10 percent on your electric bill.

Support clean energy in your community at no cost to you. We can walk you through the process.

Save with OverView

At OverView Consulting, we can save you money on your natural gas energy bill quickly and easily by putting your energy business up for bid on multiple software platforms at once.

When energy companies compete for your business, you win!

Meet Fuse Energy

Fuse Energy Group helps businesses across the United States find and subscribe to community solar programs.

Partner with Fuse Energy Group to save money and the planet.

"Our experience with Ben Hall and OverView has been beneficial to our school district's bottom line. . . . Ultimately, we found substantial savings."

Jay Byer

Make Your Books Work for You

Thu, 15 Feb 2024 13:50:31 GMT

Make Your Books Work for You

Any bookkeeper can do your books. OverView isn't any ordinary bookkeeper. We bring our business knowledge to the table, unlocking big-business insights within the numbers to uncover savings opportunities for you.

Get unstuck with the help of the OverView Bookkeeping team!

So, how do we do things differently?

Flat-rate monthly billing so you can plan your expenses with no surprises.
Bookkeeping certified to understand the accounting principles behind the software to serve you better.
Review of your expense by vendor summary report to uncover savings opportunities.

Start making your books work for you. Get in touch with OverView Bookkeeping today to discover how we can make sense of your books and save you money.

How You Save with OverView Bookkeeping

Our bookkeeping services may uncover savings in the following areas:

Workers' compensation
Payroll
Business Insurance
Credit Card Fees
Office Expenses

Build a Relationship with Your Bookkeeper

At OverView, we not only want you to have a pulse on your revenue and expenses, we want to make sure your hard-earned dollars aren't being wasted.

We'd love to learn how we can help you understand your finances and save you money.

"Shane Ross of Dellaria Salon shares how in the past 6 years, no other Bookkeeping and Consulting service has come close to providing the value that OverView has provided to him and his wife in the last year."

Shane Ross

DELLARIA SALON

The tactical business plan and how it can transform your success

Fri, 19 Jan 2024 19:18:40 GMT

Tactical Business Plan

This comprehensive course teaches the value of a 12-month tactical business plan in navigating your company toward success. Understand how strategic planning aids in setting achievable goals, managing resources, and reacting promptly to market changes.

The A-Z on how to get from A-B

Explore how a detailed, time-bound plan provides a clear vision for your team and facilitates effective decision-making.

What will you gain from this training? Here are a few invaluable takeaways:

A Roadmap: A well-structured plan that provides a structured path to your business goals
Clarity and Prioritization: A process to prioritize tasks by breaking down main goals into smaller, achievable goals.
Accountability and Motivation: Learn how to keep yourself accountable for your actions and rev up your motivation to achieve your goals.

Make an investment in your professional and personal growth and watch your business thrive!

Grants Available!

If you're a Massachusetts business owner with W-2 employees, OverView can help you receive up to 100% reimbursement for leadership training. for you and your team.

Get money back to make more money with OverView's help. We can show you how!

Meet HPS

Human Power Solutions helps business leaders offer learning and development programs to their employees. They deliver present-day solutions with experienced consultants and engaging curriculum.

Partner with HPS to attract and retain top talent at your company. Get in touch with us to get started.

" OverView spends a lot of time making sure that we understand the “why” instead of the “how,” leading to fast and long-term effective changes being made. Ben is great at what he does and is the embodiment of the “teach a man to fish” saying. "

Noah A.

Winter is coming. So are rising energy costs.

Tue, 19 Dec 2023 19:09:22 GMT

Prepare for Rising Fuel Costs

In September, National Grid announced that Massachusetts and Rhode Island customers could see their fuel costs increase more than 64 percent this winter.

Is it too late to save on rising fuel costs this winter?

OverView Consulting can help you uncover the answer to this question and help you prepare for future energy costs.

We can:

Scrutinize your current energy bill to uncover possible overcharges, rate inconsistencies, and other discrepancies that may be costing you money.
Help you enroll in the state's virtual net metering program and save 10% on your energy bill each month. No long-term commitments.
Negotiate your contract with your current utility company.
Help you understand your options for prepayment and whether or not it's a cost-effective decision to prepay for energy this year.

Prepare for rising fuel costs this winter. OverView Consulting can show you how!

Control Energy Costs

Virtual Net Metering

Virtual Net Metering helps companies save 10% and helps the state meet its renewable energy goals.

RI Medical Imaging saved $78,366 annually.

"Our experience with Ben Hall and OverView has been beneficial to our school district's bottom line. . . . Ultimately, we found substantial savings."

Jay Byer

Let's Talk IT Spending

Sat, 18 Nov 2023 04:14:48 GMT

Let's Talk IT Spending

What if you're paying too much for your managed IT support?

OverView Consulting can help you determine if you're overpaying for your managed IT support and help you save money on your IT expenses. We will:

Scrutinize your current managed IT vendor to understand what services you are paying for and which ones you may be able to trim back.
Right-size your services and costs with your current managed IT vendor.
Recommend alternative managed IT vendors who may be able to save you money.

Stop overspending for your managed IT services. OverView Consulting can show you how!

Save on Managed IT

Your managed IT expenses are negotiable. OverView Consulting will review your bill and uncover opportunities for you to save on your IT costs.

CNS

CNS can support your technology needs with managed IT services and IT network services. Outsource your IT to the experts at CNS.

"Contracting with OverView generated savings of $17,000—in just three weeks! It’s easy to work with OverView. They really championed our establishment, giving us numerous options from which we could compare both service and price. They got us the best price and gave me options I didn’t even know about, helping me save money and time."
Mark W.

We Do Bookkeeping Differently

Tue, 10 Oct 2023 15:51:10 GMT

Tiana explains How We Do Bookkeeping Differently

Get unstuck with the help of the OverView Bookkeeping team!

So, how do we do things differently?

Flat-rate monthly billing so you can plan your expenses with no surprises.
Bookkeeping certified to understand the accounting principles behind the software to serve you better.
Review of your expense by vendor summary report to uncover savings opportunities.

Start making your books work for you. Get in touch with OverView Bookkeeping today to discover how we can make sense of your books and save you money.

How You Save with OverView Bookkeeping

Our bookkeeping services may uncover savings in the following areas:

Workers' compensation
Payroll
Business Insurance
Credit Card Fees
Office Expenses

Quickbooks Quickstart Training

This program is designed for business owners who want to learn how to manage their bookkeeping in-house and are not yet ready to outsource it.

This training aims to ensure that business owners can maintain clear and accurate books so that they can use data to understand the profitability of their business and to make key financial decisions .

Testimonial from Michael Miller of Kingsmen Contracting

Save with Community Solar

Mon, 14 Aug 2023 19:33:38 GMT

Save with Community Solar!

Save money and meet your sustainability goals while feeling good about your impact on the planet with community solar!

The benefits of community solar are real. You can take advantage of them.

Community solar programs are state-backed and state-owned. Enjoy sustainable energy and a break on your electric bill with NO upfront costs, NO ownership, NO maintenance, NO operation, and NO need to switch utility companies.

HERE'S HOW IT WORKS:

GET IN TOUCH with a commercial energy advisor like FUSE ENERGY .
Work with them to FIND A COMMUNITY SOLAR FARM near you.
SUBSCRIBE to monthly kilowatt shares from that farm and see the credits appear on your electric bill.

Enroll and save up to 10 percent on your electric bill. Support clean energy in your community at no cost to you. OverView can walk you through the process.

Save on Natural Gas

OverView can save you money on your natural gas energy bill. We'll put your energy business up for bid on multiple software platforms at once to find the best deal for you.

When energy companies compete for your business, you win!

Meet Fuse Energy

Fuse Energy Group helps businesses across the United States find and subscribe to community solar programs.

Partner with Fuse Energy Group to save money and the planet.

"Our experience with Ben Hall and OverView has been beneficial to our school district's bottom line. . . . Ultimately, we found substantial savings."

Jay Byer

Director of Finance and Operations, Mendon-Upton Regional School District

Build Your Foundation for Success

Mon, 17 Jul 2023 17:35:53 GMT

Build Your Foundation for Success

OverView's Framing Your Financial Future course introduces basic and advanced business planning and growth strategies for small business owners and their teams.

Our interactive training program can help you build your foundation for success.

YOU WILL LEARN HOW TO:

Manage your accounts receivable and collections so you get paid on time.
Negotiate key contracts to save money long-term.
Identify your ideal client and create a strategy for building relationships with them.
Develop predictable and sustainable business revenues and plan for growth.

The OverView Consulting trainers have the expertise and experience to help you frame your financial future. Take advantage of virtual, in-person, or hybrid training.

Work with the OverView Marketing Team

Looking for marketing support for your business? OverView Consulting can help you with your website, email marketing, graphic design, social media marketing, and copywriting needs.

Get in touch to meet our expert team.

Meet Ripple Marketing

Ripple Marketing Solutions captures your client testimonials, product releases, how-to's, and other content in branded videos for you to use on your website and in email and social media marketing to attract employees and add value. Ripple Marketing makes video marketing affordable, easy, and impactful.

"We needed an expert to analyze our expenditures, help us identify needs, and propose solutions. OverView’s solutions satisfy our needs from a service, quality, and cost perspective."

Dick Kennedy, President & CEO

Worcester Area Chamber of Commerce

Make Yourself Look Good

Fri, 16 Jun 2023 18:04:07 GMT

Make Yourself Look GOOD.

Everyone wants to look good. This goes for me and you. When we look good, we feel good. There's a spring in our step. A swagger to our walk. We attract all sorts of good attention.

OverView can help your business look as good as you do with marketing support from our talented creative team.

HERE'S HOW WE CAN HELP:

OverView's copywriting partner Anaphora Writing can work with you to craft your brand voice and spread your message.
Our web design partner James Nunn with Juuced can pull it all together with polish and posh with a website that performs like a pro.
Stand out and be remembered with strategically crafted brand assets and marketing collateral from our branding partner, Cornelius Design Studio .

Once you're looking good, our Networking Guide to Success course can help you share your new look with the world.

Networking Guide to Success Training

No time for group networking? Want to help your team drive sales through one-to-one relationship building? OverView Consulting facilitates a grant-qualified program for you and your team.

Click below to get the details and reserve spots for your business.

Framing Your Financial

Future Grant Course

Anaphora Writing provides copywriting and content marketing services to small businesses.

Don't have the time or the inclination to write your blogs or marketing emails? Have an idea for a white paper or book? Amanda Lanser and Anaphora Writing can help.

With help from Ben Hall and OverView Consulting, Eagle Scout Matt LaVoie found a career as a successful plumber with OverView client Clearwater Plumbing.

Grants for Greatness: Supercharge Your Skills with Training Grants

Fri, 05 May 2023 19:16:52 GMT

Grants for Greatness: Supercharge Your Skills with Training Grants

Are you experiencing staffing concerns? A Massachusetts state training and development grant can change your today to tomorrow. If your company has fewer than 100 W-2 employees, you may be able to fund up to $30,000 in professional development programs. We can show you how!

OverView can help Massachusetts-based businesses take advantage of this amazing opportunity.

HERE'S HOW WE CAN HELP:

We will help you understand if your business is eligible for the grant (sole proprietors and 1099 contractors are ineligible, unfortunately). The application process is simpler than you think.
We will align your business goals to qualifying grants.
We will introduce you to program-approved trainers to facilitate your training program.

Get in touch with OverView Consulting to learn more about this exciting opportunity.

Networking Guide to Success Training

No time for group networking? Want to help your team drive sales through one-to-one relationship building? OverView Consulting facilitates a grant-qualified program for you and your team.

Click below to get the details and reserve spots for your business.

Framing Your Financial

Future Grant Course

This course introduces basic and advanced business planning and growth strategies for small business owners and their teams.

"Ben and his team at OverView have been amazing to work with and have helped set me up to take my businesses to the next level. I'm so grateful I found him and look forward to seeing the continued progress we make together! I would recommend Ben and OverView to anyone looking to "cut the fat" in their business, save money, and get clear on the vision you have for your business and success. Ben will get you there! :)"

Kayla Dobson

Dobson Dentistry, Inc

OverView Bookkeeping Insights

Growing Your Business Should Bring More Opportunity - Not More Stress

Trade Wins becomes the bridge that helps you move from where you are today to where you want to be tomorrow

Unlock a Better

Experience with the OverView App

Meet Human Power Solutions

Solar Savings Made Simple

Solar Savings Made Simple

"Our experience with Ben Hall and OverView has been beneficial to our school district's bottom line. . . . Ultimately, we found substantial savings." Jay Byer

The Bookkeeping Team Behind Your Numbers

Our Team

Our Credentials

Our Impact

Reviewing Expenses by Vendor

Budget vs. Actual: The Clarity Many Business Owners Are Missing

Budget vs Actual:

The Clarity Many Business Owners Are Missing

Unlock a Better Experience with the OverView App

Workers' Compensation - Let Us Show You a Better Way

Workers' Compensation for Less - Let Us Show You a Better Way

The Power of Predictability

Right Tax Partner, Right Stage

Now launching our New Budget vs Actual Monthly Reporting Service

Business Expense Management Training

Prepare Now for Rising Energy Costs

Prepare Now for Rising Energy Costs

"Our experience with Ben Hall and OverView has been beneficial to our school district's bottom line. . . . Ultimately, we found substantial savings." Jay Byer

Trade Tasks for Time: The Power of Virtual Support

Unlock a Better

Experience with the OverView App

Celebrating 20 Years of Service, Solutions & Success!

Our Incredible Team

Our Growth & Impact

Building People and Profits for Business

Looking Ahead

Unlock a Better

Experience with the OverView App

Bill Mason of Rocket Fuel Coach shares ~

Power Up Your Team and Business Success with Trade Winds

OverView Becomes an Extension of Our Client's Team

Unlock a Better

Experience with the OverView App

Locally Owned. Nationally Known.

Proactive Tax Planning = Less Stress, More Savings, Smarter Growth

Unlock a Better

Experience with the OverView App

Smart, Simple, Solar: Save Without the Hassle

Smart, Simple, Solar: Save Without the Hassle

Unlock a Better

Experience with the

OverView App

"Our experience with Ben Hall and OverView has been beneficial to our school district's bottom line. . . . Ultimately, we found substantial savings." Jay Byer

Elevate Your Business with Virtual Business Management

Unlock a Better

Experience with the OverView App

Coaching Thoughtfully

Budgeting & Forecasting: The Secret Weapons of Small Business Success

Unlock a Better Experience with the OverView App

Building Your Dream Team with Strategic Staffing Solutions

Staffing Made Easy: OverView Has Your Back

Unlock a Better Experience with the OverView App

Ardent

﻿ Staffing Solutions

"Our firm has brought Ben into several of our clients in an effort to cut wasteful spending. Ben has a masterful way to, at no upfront cost, look through various administrative expenses of an organization, and find opportunities to cut wasteful spending."

State Energy Saving Programs

State Energy Saving Programs

Save on Natural Gas

"Our experience with Ben Hall and OverView has been beneficial to our school district's bottom line. . . . Ultimately, we found substantial savings." Jay Byer

Let's Talk IT Spending

Let's Talk IT Spending

Save on Managed IT

Expert IT Support

OverView Does Bookkeeping Differently

OverView Does Bookkeeping Differently

How You Save with OverView Bookkeeping

Quickbooks Quickstart Training

Testimonial from Michael Miller of Kingsmen Contracting

The Power of Predictability

Huntoon CPA, LLC

Business Expense Management Training

"Our experience with Ben Hall and OverView has been beneficial to our school district's bottom line. . . . Ultimately, we found substantial savings."
Jay Byer

"Our experience with Ben Hall and OverView has been beneficial to our school district's bottom line. . . . Ultimately, we found substantial savings."

Jay Byer

Locally Owned.
Nationally Known.

"Our experience with Ben Hall and OverView has been beneficial to our school district's bottom line. . . . Ultimately, we found substantial savings."

Jay Byer

Staffing Solutions

"Our experience with Ben Hall and OverView has been beneficial to our school district's bottom line. . . . Ultimately, we found substantial savings."

Jay Byer

"Our experience with Ben Hall and OverView has been beneficial to our school district's bottom line. . . . Ultimate, we found substantial savings."
Jay B.

Sunshine and Success

"Our experience with Ben Hall and OverView has been beneficial to our school district's bottom line. . . . Ultimately, we found substantial savings."

Jay Byer

"Our experience with Ben Hall and OverView has been beneficial to our school district's bottom line. . . . Ultimately, we found substantial savings."

Jay Byer