About Beyond Margins
At Beyond Margins, we’re passionate about helping business owners build something different—something calmer.
We believe that businesses should be designed to serve not just their bottom line but also the well-being of everyone involved, from the founders to the team, clients, and community.
Instead of following the conventional path of endless growth and hustle, we focus on creating businesses that are intentionally crafted to be sustainable, fulfilling, and balanced.
Our mISSION
We engineer calmer, more resilient B2B agencies and professional services firms.
Our mission is to guide business owners in creating calm, purpose-driven companies. We do this by helping them align their goals, actions, and systems with their core values, ensuring that their business supports their life, not the other way around. Through our CALMER framework, we provide the tools and insights needed to build businesses that are resilient, thoughtful, and genuinely supportive of the people who run them.
our beliefs
Businesses do what they're designed to solve for.
Whatever your overriding priority is for your company, that will drive every single one of your decisions. To the detriment of everything else.
If you design to the default, that's what you get.
If you want to build something different, you need to solve for something different.
You need to solve for calm.
But Calm doesn't just happen. It's intentionally designed into a business.
The way you package and deliver your services, the financial choices you make, even what KPIs you measure —every aspect has to align with what you're solving for.
If you want to solve for calm, you have to Make Calm your new KPI.
OUR APPROACH
We use the CALMER framework to guide our work. This framework is built on six key elements—Care Centric, Aligned Action, Learning, Margins, Ecosystem, and Rest + Resilience.
These components are essential to creating a business that is not only profitable but also fulfilling and sustainable. Our approach is personalized and collaborative, helping you design a business that truly reflects your values and supports your goals.
Care Comes First
We believe that care for yourself, your team, and your clients is the foundation of calmer businesses. This means making decisions that prioritize well-being over profit and growth.
Aligned Actions with Your Vision
True success comes from aligning your actions with your values. We believe that every decision in your business, from pricing to hiring, should reflect what you truly care about.
Learning as a Lifelong Practice
Business is an ongoing experiment. We encourage a mindset of continuous learning and adaptation, helping you iterate towards the best version of your business.
Margins Matter
A calm business has the space to breathe. Whether it’s financial, emotional, or operational, margins create the room for creativity, resilience, and sustainable growth.
Systems are Everything
Strong systems and adequate resources are crucial. We help you build a well-resourced business that can withstand challenges without losing its calm.
Rest is Non-Negotiable
We believe in building rest into the very fabric of your business. This ensures that you and your team can maintain resilience and continue to thrive over the long term.
How We Can Help You
Newsletter
Each week, we share calm KPIs, tiny actions, frameworks and tools that are easy to implement, all designed to help you build a business that works for you—calm, profitable, and fulfilling. It’s your go-to source for practical advice on managing capacity, pricing, finances, and more.
Podcast
Tune in to our podcast where we dive deep into conversations with experts and business owners who have navigated the challenges of building calm, sustainable businesses. Each episode is packed with real-world strategies, lessons learned, and inspiration to help you reimagine what’s possible for your business.
The Cabin
Join a curated community of experienced B2B consultants, coaches, and agency owners who are all committed to building businesses that solve for calm. The Cabin offers small, intimate group meetings, private chats, and one-on-one coaching designed to help you exchange ideas, collaborate, and build a business that feels good to run.
Work with Us 1:1
Whether through a strategic advisory session, a Calm Revenue Roadmap, or our comprehensive System Audit + Design, we offer personalized services to help you design and implement the systems, strategies, and mindsets needed for a calmer, more intentional business.
Meet Susan Boles, Founder & Fractional CFO/COO
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Hey there,
I'm Susan Boles, and I'm so glad you stopped by Beyond Margins. If you're feeling overwhelmed by your business finances or just plain stuck, you're in good company. I started Beyond Margins because I know firsthand how confusing and stressful it can be to manage a business. Whether it's figuring out cash flow or deciding how to grow without burning out, I've been there.
My background is a bit all over the place—in a good way! I’ve held everything from military roles right out of college to managing budgets of $100M as a CFO. I’ve been a COO for high-growth companies across industries like tech, marketing, and education, and I’ve even owned and operated four businesses myself. This mix of experiences has given me a unique perspective on what really works in business—and what doesn’t.
Here at Beyond Margins, we're not into corporate jargon or flashy promises. We’re all about cutting through the noise and giving you straightforward, no-nonsense advice that actually makes sense for you and your business. Think of us as your go-to for clear, friendly advice on everything from finances to operations.
So, if you're ready to make things a bit simpler and a lot more manageable, let's chat. Book a "Good Fit" call and let's see how we can make your business journey a little smoother. Looking forward to meeting you!
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Founder & Fractional CFO/COO
Subscribe to the Beyond Margins Newsletter
Every week, get calm KPIs, tiny actions, frameworks and tools to help you intentionally design a calmer business.Every week, get calm KPIs, tiny actions, frameworks and tools to help you intentionally design a calmer business.Each week, we share calm KPIs, tiny actions, frameworks and tools that are easy to implement, all designed to help you build a business that works for you—calm, profitable, and fulfilling. It’s your go-to source for practical advice on managing capacity, pricing, finances, and more.
Join us as we talk through:
- Financial strategies for a calmer, more stable business.
- New ways to rethink your operations and build comfortable margins.
- Leadership and team management tactics for better wellbeing.
- Thought-provoking ideas to challenge default decisions and unpack the productivity culture.
- Building not just profit margins, but capacity, energetic, and emotional margins.
Subscribe now to get these insights delivered straight to your inbox and start intentionally designing your calmer business.
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