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5 Metrics You Need to Gauge Growth

5 Metrics You Need to Gauge Growth

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

As a small business owner, measuring growth goes beyond sales figures. True growth is sustainable and strategic, and to understand if your business is on the right track, you need to focus on key metrics that provide deeper insights. These metrics will not only reveal...
5 Reasons You Should Not DIY Your Small Business Taxes

5 Reasons You Should Not DIY Your Small Business Taxes

by Joshua Ott | Aug 28, 2024 | Bookkeeping, Business, Tax Planning

Tax season is just around the corner, and for many small business owners, this time of year brings a mix of anxiety and frustration. While it might be tempting to save a few bucks by doing your taxes yourself, the complexities of small business taxation can lead to...
Mid-Year Financial Review Checklist

Mid-Year Financial Review Checklist

by Joshua Ott | Jul 3, 2024 | Bookkeeping, Growth Strategy, Tax Planning

As we reach the midpoint of the year, it’s a crucial time for small business owners to thoroughly assess their financial health. Conducting a mid-year financial review is essential for making informed adjustments and setting your business up for a strong and...
Exit Strategy Checklist for Small Business Owners

Exit Strategy Checklist for Small Business Owners

by Joshua Ott | May 22, 2024 | Business, Tax Planning

As a small business owner, planning your exit strategy is a crucial step that should not be overlooked. Whether you’re considering a partial exit or a complete departure from your business, having a well-thought-out plan can ensure a smooth transition and...
Overcoming Financial Challenges: Essential Strategies for New Business Owners

Overcoming Financial Challenges: Essential Strategies for New Business Owners

by Joshua Ott | Apr 17, 2024 | Business, Growth Strategy, Tax Planning

Starting a new business is an exhilarating venture, but it’s also one filled with uncertainty, especially when it comes to finances. New entrepreneurs often face a steep learning curve, from securing initial funding to managing ongoing expenses.  Understanding these...
The Strategic Edge: Monthly, Quarterly, and Annual Financial Reports & Insights

The Strategic Edge: Monthly, Quarterly, and Annual Financial Reports & Insights

by Joshua Ott | Feb 27, 2024 | Bookkeeping, Growth Strategy, Tax Planning

Staying ahead of the financial curve is not just beneficial for your business; it’s crucial. Financial reports serve as the backbone of business strategy, providing insights and data that can lead to informed decision-making and sustainable growth.  Below, we...
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Recent Posts

  • Washington’s New Sales Tax Rules: What Solopreneurs and Small Business Owners Need to Know
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  • Year-End CPA Prep: What Tacoma Business Owners Can Do Now to Save Time (and Money)
  • Bookkeeping Basics Every Startup in Tacoma Should Know

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