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Closing Strong: Annual Business Plan Review

Closing Strong: Annual Business Plan Review

by Joshua Ott | Nov 25, 2024 | Business, Growth Strategy

Is your business strategy keeping up with changing market conditions and evolving goals? Now is the time for small business owners to reflect, refocus, and refresh their vision for the future.  One powerful way to ensure your business stays on track is by revisiting...
Should You Refinance Business Loans Before Year-End?

Should You Refinance Business Loans Before Year-End?

by Joshua Ott | Nov 10, 2024 | Business, Growth Strategy, Uncategorized

As the year comes to a close, many small business owners find themselves assessing their financial position and planning for a profitable start to the new year. One area worth considering is your business financing—specifically, whether refinancing existing loans or...
Cash Flow Management: How to Navigate the Holiday Spending Surge

Cash Flow Management: How to Navigate the Holiday Spending Surge

by Joshua Ott | Oct 29, 2024 | Bookkeeping, Growth Strategy

The holiday season brings a unique mix of excitement and challenges for small businesses. With increased demand comes the potential for higher sales, but there’s also the risk of straining cash flow. Smart cash flow management during this season can help ensure that...
Why Networking Should Be a Part of Your Year-End Strategy

Why Networking Should Be a Part of Your Year-End Strategy

by Joshua Ott | Oct 23, 2024 | Growth Strategy

Now that Q4 is here, many businesses focus on closing out the year and finalizing financials. However, one of the most critical, often overlooked strategies for ending the year on a high note is networking. Strengthening your professional connections in the last...
Understanding the Three-Statement Projection Model:  A Guide for Small Business Owners

Understanding the Three-Statement Projection Model: A Guide for Small Business Owners

by Joshua Ott | Oct 17, 2024 | Bookkeeping, Growth Strategy

Financial projections are the cornerstone of strategic planning, and for small business owners, the Three-Statement Projection Model offers a powerful tool for mapping out future performance. This model combines the income statement, balance sheet, and cash flow...
Q4 Game Plan: Position Your Business for Year-End Success

Q4 Game Plan: Position Your Business for Year-End Success

by Joshua Ott | Oct 10, 2024 | Bookkeeping, Growth Strategy, Tax Planning

As the final quarter begins, it’s crucial for small business owners to focus on immediate opportunities while preparing for long-term growth and success.  The end of the year is a perfect time to reassess strategies, set the stage for future achievements, and make...
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Recent Posts

  • Systems Insight: How to Tell If Your Financial Systems Are Keeping Up With Your Business
  • The First 90 Days: Financial Habits That Set the Tone for the Year
  • Setting Realistic Financial Goals for Your Small Business in 2026
  • Looking Back to Move Forward: A Year-End Review of Wins & Losses
  • End-of-Year Cash Flow Planning for Tacoma Small Businesses

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