Meet Rachel Hazel

Founder, Balanced & Beyond Financials

I didn’t learn construction finance from the outside. For years I worked inside project-based technology installation and service companies, moving from project coordinator to project manager, manager, director, and ultimately Vice President of Operations. Along the way I owned the budgets, job costing, cost accounting, financial reviews and planning, and helped grow one company from $2M to $12M in revenue in under two years.

Before that, I spent seven years in accounting and auditing for national distributors. I led a 25-person team conducting complex audits for more than 100 national accounts with over $6B in revenue, and reduced audit cost per project by 70% while ensuring contract compliance and financial accuracy.

Today I bring that operator’s perspective to construction companies and trade contractors doing $1M+ a year, so you can see your real numbers, protect your cash, and grow with confidence.

Credentials

  • B.S. in Accounting, University of South Carolina

  • MBA, Southern Wesleyan University

  • QuickBooks Online ProAdvisor

  • Certified Fractional CFO, Association of Chief Financial Officers

Systems experience

QuickBooks Online, Oracle NetSuite, Microsoft Dynamics, Oracle, PeopleSoft, HubSpot, Peachtree and Power BI.

Let’s Look at Your Numbers Together

Book a free, no-pressure consultation and find out exactly where your business stands.