Taxplow

Command premium fees for your accounting and tax practice using AI

Founder

Bizpayo

Co-founder and Chief Strategy Officer (CSO)

Howard Advisory, LLC

Growth and Profit Advisor

Gartner

Senior Analyst

Helping accountants get to their first $1M and beyond

My story begins years ago when I had an advisory firm but was struggling to increase margins.

I was a one person practice 100% remote.

I was trying to be everything to everyone.

I did not have a niche.

I did not have an ideal client.

I took any business that would hire me.

I did not stand out among the thousands of other consulting firms.

I competed mostly on low price. 

My friends and family would always see a stressed-out, black circles under eyes, 80+ hours/wk working person would have zero personal life.

I took a hard look at my business and found a lot of waste.

Too many services and too many different kinds of clients.

I decided that I needed to focus.

I began to focus on how I could productize my services.

With a business partner I helped develop an automated payment and Google reviews platform (BizPayO) that helps accountants get paid faster, without the expensive fees and which snagged a Google Review after every successful payment.

Through the payment app I found that most accountants were not charging enough.

That inspired me to launch a second SaaS company, a pricing application (Taxplow) that shows accountants what they should be charging based on the services they offer, their location, the client’s situation, and a couple dozen other key data points.

But the problem is bigger than this.

Accountants needs help differentiating themselves and coming up with a unique offering.

One that would help create a moat around their business.

So they would not become just another H&R Block or low-cost accounting firm that would position them as just a commodity.

I'm now sharing everything I learned over the years.

How to to run a 100% remote accounting firm and create a truly unique offering.

If you are an entrepreneurial accountant or tax pro, join me and follow along my journey.

My mission is to create one million, 100% remote, diversified solopreneurs by 2026.

All aboard. 🚆

Marc Howard

Upwork

Freelance Virtual Bookkeeper/Accountant

Jumeirah International LLC

Jumeirah International owns, manages, and operates a chain of hotels and resorts in the United States, United Kingdom, and Middle East. facilities as well as access to various shopping and entertainment areas for corporate and leisure travelers.

- Awarded “Employee of the Month” for the month of January 2022
- In-charge of the F&B business segment's end-to-end financial closing process (monthly, quarterly, yearly)
- Managing the Financial Reporting function while coaching and providing support to other Finance functions (i.e., Accounts Payable, Payroll, and Fixed Assets) and facilitating External and Internal Audits.

Assistant Finance Manager - General Ledger

Meraas

Meraas Holding LLC operates as a holding company. The Company, through its subsidiaries, offers retail, food and beverage, hospitality, healthcare, enterprise, and real estate services. Meraas Holding serves customers in United Arab Emirates.

- Served as resource person in F&B Accounts Receivable team during the onset of VAT implementation in January 2018
- Overseeing and providing support to the F&B business segment's Accounts Receivable, Accounts 
 Payable, Payroll, and Financial Reporting functions and conducting regular operational audits to ensure internal controls are in place and effectively working.

Finance Officer

Duties and Responsibilities

- Has good working knowledge of hospitality and retail business operations of Food & Beverage (F&B) outlets with accounting of transactions from pre-opening period to official trading
-Performs Income Audit function I.e., daily audit and reconciliation of cash and credit sales revenue and manages accounts receivables
-In charge with posting of journal entries and analyzing for general ledger accounts (intercompany transactions, revenue and expense accruals, prepayments, fixed asset movements) including adjustments and assists in month end closing process
- Liaises directly with Restaurant General Managers for requirements and resolution of operational issues with financial impact
- Stream lines current procedures to ensure that internal controls are in place and effectively working
- Performs monthly reconciliation of Balance Sheet accounts
- Prepares financial reports as required by Management

Assistant Accountant

Reyes Tacandong & Co.

Reyes Tacandong & Co. is a group of Filipino professionals that provides Due Diligence, Tax, Advisory and Audit services. After just three years of operation, RT&Co. has already made a mark in the industry having been engaged by more than 500 entities in over a thousand professional services engagements.

Duties and Responsibilities

- Performed detailed review and assessed effectiveness of internal controls in the following areas: Cash and Treasury Management (covers revenue collections and purchasing cycles, and analysis of expense accounts); Inventory Management (encompasses product movements and accountability, etc.); Credit Granting and Accounts Management (granting of credit facility to customers, setting up of discounts given to customers, etc.); Property Management; and Funds Management (review of financial statement accounts)
- Reviewed entity’s compliance with company policies, third party undertakings, and statutory and regulatory requirements
- Assisted the Team Leader in the review of working papers of staff, identification of issues, and preparation of audit reports
- Communicated issues and recommended possible solutions to Senior/Manager
-Facilitated the presentation of observations and findings to client’s Management
- Developed risk-based audit work program and executed procedures specific to the needs of the company 
- Examined the company’s current business practice, identified control risk areas, and aligned it with best business practices
-Redesigned and documented company’s procedures and policy manuals for various processes (i.e., Supplier Accreditation, Procurement, Accounts Payable, Export Sales, and Treasury Management) using flowchart and narratives
- Assisted an external party (another service provider of the client) in the collection and organization of data necessary for the implementation of Enterprise Resource Planning (ERP) System

Advisory Associate

ATTENTION: E-COMMERCE, REAL ESTATE AND SMALL BUSINESS OWNERS

Have you ever wanted to reconcile your books and monitor your finances, but felt confused about how reporting is done and just got stuck at some point? Have you been mixing up personal and business expenses because your receipts are not in order? Have you missed tax deadlines?

If so, you are not alone.

The problem that most e-commerce store and small business owners face with getting their books organized is their lack of time, as they need to focus on marketing and growing their business.

Feeling overwhelmed? Picture this: someone doing all these daunting tasks for you, so you can focus on what matters most - SCALING YOUR BUSINESS AND DOING MEANINGFUL WORK. Ah, what a relief!

Luckily, this is exactly what I do for my clients.

I help e-commerce store and small business owners gain financial clarity by organizing messy books and simplifying accounting processes using QuickBooks Online and Xero. Knowing your business's financial health allows you to stay on top of your finances, optimize cash flow, and be ready for tax reporting.

And unlike some "experts," I don't use a cookie-cutter approach.

I learn about your business, diagnose your books, and develop a simplified accounting approach that will work for YOU.

If you need help in that department, book a free consultation with me and let's get started.

-> https://calendly.com/euniceopena-fva/one-on-one-discovery-call

Talk soon, 
Eunice
email: euniceopena.fva@gmail.com

taplio

The Battle

Marc Howard

Eunice Opena, CPA (PH), CMA (US)

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