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Before You Close the Year: Are Your Business Expenses Categorized Correctly?

Before You Close the Year: Are Your Business Expenses Categorized Correctly?

by Joshua Ott | Oct 12, 2026 | Bookkeeping, Budgeting

What You’ll Learn How expense categories affect your financial reports. Which transactions deserve a closer look before year-end. How to prepare unclear entries for a bookkeeping review. You open your bookkeeping software, pull up your expenses, and notice a few...
Holiday Sales & Bookkeeping: 3 Details Small Businesses Often Miss

Holiday Sales & Bookkeeping: 3 Details Small Businesses Often Miss

by Joshua Ott | Oct 6, 2026 | Bookkeeping, Growth Strategy, South Sound Spotlight

What You’ll Learn How to keep sales records accurate when processing fees affect deposits Which seasonal expenses deserve closer tracking How to keep holiday returns and refunds organized A busy holiday season can fill your order queue, bring new customers through the...
3 Signs You Need a Bookkeeping Expert Before Tax Season

3 Signs You Need a Bookkeeping Expert Before Tax Season

by Joshua Ott | Sep 30, 2026 | Bookkeeping, Tax Planning

What You’ll Learn How to recognize when your bookkeeping needs professional support What to do when records fall behind, or transactions leave you guessing How getting help now can ease preparation for tax season Running a small business in Tacoma can fill your day...
Before You Buy: The True Cost of a Major Business Purchase

Before You Buy: The True Cost of a Major Business Purchase

by Joshua Ott | Sep 22, 2026 | Budgeting, Growth Strategy, South Sound Spotlight

What You’ll Learn How to check whether a purchase fits your cash flow What to compare when financing equipment or technology Which tax questions to raise before you buy How to account for costs that continue after the purchase A new piece of equipment could help your...
Year-End Bookkeeping Starts Now: What to Review Before December

Year-End Bookkeeping Starts Now: What to Review Before December

by Joshua Ott | Sep 15, 2026 | Bookkeeping, Tax Planning

What You’ll Learn Which accounts and records to review before year-end How to find missing transactions and supporting documents What to check when you have paid independent contractors Which financial reports can help you prepare for the coming year December may feel...
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Recent Posts

  • Before You Close the Year: Are Your Business Expenses Categorized Correctly?
  • Holiday Sales & Bookkeeping: 3 Details Small Businesses Often Miss
  • 3 Signs You Need a Bookkeeping Expert Before Tax Season
  • Before You Buy: The True Cost of a Major Business Purchase
  • Year-End Bookkeeping Starts Now: What to Review Before December

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Tacoma, WA 98405
(253) 569-0362

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Tax Prep | M & A – Mergers & Acquisitions
​Serving all of Pierce County Washington and the Pacific Northwest

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