by Joshua Ott | Jan 28, 2026 | Budgeting, Growth Strategy
What You’ll Learn How to use last year’s financial data to spot meaningful trends Which numbers help guide decisions in the current year How to turn past performance into clearer priorities Most small business owners carry last year’s numbers forward without really...
by Joshua Ott | Jan 7, 2026 | Bookkeeping, Budgeting, Growth Strategy
What You’ll Learn in This Post Why the first quarter carries more weight than most business owners realize Which financial routines matter most early in the year How regular check-ins prevent small issues from compounding Ways to stay engaged with your numbers without...
by Joshua Ott | Jan 2, 2026 | Budgeting, Growth Strategy
What You’ll Learn in This Post How to set financial goals grounded in real numbers—not wishful thinking Ways to use past performance to shape smarter goals for 2026 How capacity, staffing, and cash flow affect goal-setting Why local market conditions in Tacoma and the...
by Joshua Ott | Sep 30, 2025 | Budgeting, Business, Growth Strategy
What You’ll Learn in This Post The difference between salary, owner’s draw, and distributions for small business owners How each method affects taxes, cash flow, and lending potential Common mistakes Tacoma and Pierce County business owners should avoid Practical tips...
by Joshua Ott | Aug 19, 2025 | Budgeting, Growth Strategy, Tax Planning
What You’ll Learn in This Post In this post, you’ll discover why tax planning should be part of your business routine year-round. We’ll share simple, practical steps you can start using today to stay organized, reduce stress, and make smarter financial decisions....
by Joshua Ott | Jul 14, 2025 | Business, Growth Strategy, Sell Side M&A and Advisory
What You’ll Learn in This Post: Thinking about bringing on a business partner? This post outlines the key factors to consider before making a decision, including equity splits, risk exposure, legal planning, and the long-term strategic impact. It’s essential reading...
