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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...
Exit Strategies: Navigating The Final Leap In Your Business

Exit Strategies: Navigating The Final Leap In Your Business

by Joshua Ott | Feb 20, 2024 | Business, Tax Planning

When the journey of entrepreneurship approaches a significant bend, such as a partial or complete exit from an established business, the path forward requires careful planning, deep understanding, and strategic execution.  Exiting a business is not merely about...
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Recent Posts

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