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

•Engages in on going monthly bookkeeping with QBO and Xero
•Performs manual bookkeeping using Microsoft Excel and Google Sheets 
•Prepares and documents accounting procedures and processes 
•Performs accounts payable process from procurement to payment 
•Performs accounts payable reconciliation 
•Prepares bank reconciliations 
•Manages clients' chart of accounts 
•Cleans up accounting records 
•Prepares balance sheet, income statement, cash flow statement 
•Prepares monthly, quarterly and annual management reports 
•Creates invoices and bills 
•Prepares budgets and forecasts. 
•Prepares and processes payroll

Freelance Accountant

Allegis Group

*Manages a diverse team of Accounts Payable Colleagues
*Demonstrates strong leadership skills and a passion to develop colleagues to reach their potential
*Confident communication and interpersonal skills with the ability to influence at all levels
*Ensures team adherence to service level agreements and manages team performance
*Proactively supporting and driving an inclusive environment
*Reviews payments and changes in vendor setup
*Ensures all tasks are completed in accordance with the company financial control framework and policies with a 'right first-time' mindset
*Investigates and resolves complex queries within service levels
*Assists in designing and implements new processes and procedures
*Works cross-functionally to support and deliver the team and business agenda
*Process champion or PIC for AP projects.
*Prepares ad-hoc reports and tasks as required.

Accounts Payable Senior Team Lead at Allegis Group

*Supervises a diverse team of Accounts Payable Colleagues
*Demonstrates strong leadership skills and a passion to develop colleagues to reach their potential
*Confident communication and interpersonal skills with the ability to influence at all levels
*Ensures team adherence to service level agreements and manages team performance
*Proactively supporting and driving an inclusive environment
*Reviews payments and changes in vendor setup
*Ensures all tasks are completed in accordance with the company financial control framework and policies with a 'right first-time' mindset
*Investigates and resolves complex queries within service levels
*Assists in designing and implements new processes and procedures
*Works cross-functionally to support and deliver the team and business agenda
*Prepares ad-hoc reports and tasks as required.

Accounts Payable Team Lead

*Prepares and records asset, liability, revenue, and expenses entries by compiling and analysing account information.
*Handles month end closing, timely and accurately.
*Manage all in-scope transactional accounting and processes.
*Prepare journal entries and reconciliations for monthly general ledger close
*Maintains and balances subsidiary accounts by verifying, allocating, posting, reconciling transactions, resolving discrepancies
*Prepare Balance Sheet accounts reconciliation with complete supporting documents, accurately and timely manner
*Facilitate Balance Sheet Review meeting, discuss BS status and risk & opportunities. Review and approve balance sheet reconciliation based on BS guidelines
*Ensure that all deliverables comply with regulatory guidance and professional standards
*Summarizes financial status by collecting information, preparing balance sheet, profit and loss, and other statements.
*Assist in the preparation and distribution of financial statements
*Assist on external audit by analysing and scheduling general ledger accounts, providing information for auditors.
*Computes taxes and prepares tax returns.
*Prepares ad-hoc tasks and reports as assigned.
*Protects organization's value by keeping information confidential.

Senior Accountant

*Facilitates the team’s setting of goals, objectives, and strategies to meet the service requirements and to meet the overall timetable, while maintaining audit quality. 
*Plans the audit strategy. 
*Manages the execution of the audit engagement. 
*Delegates appropriate work to junior members of team and performs detailed and/or other reviews of the audit work. 
*Identifies and assigns significant accounts and disclosures included in the scope of the audit based on process reviews performed.
*Assesses complex accounting and auditing issues.
*Performs substantive audit procedures to obtain competent evidential matter to support the fairness of the client's financial statements. 
*Performs audit tests in more complex and higher-risk areas. 
*Supervises, coaches and oversees work of staff handled. 
*Monitors time budget and progress of assigned audit engagements and take action on variances.
*Ensures members of the audit team communicate, interact and collaborate effectively. 
*Provides timely feedback to cross board team members in relation to ongoing job performance. 
*Ensures complete documentation of all the phases prescribed by EY Global Audit Methodology.
*Reviews deliverables such as financial statements and management letters in accordance with US GAAP and IFRS framework adopted by clients.

Senior Associate

*Applies accounting and auditing concepts to ensure efficient and effective examination of client’s financial statements
*Performs audit procedures such as walkthrough procedures, test of controls, analytical procedures, and substantive testing of financial statement account balances and transactions in accordance with EY GAM (Global Audit Methodology).
*Understands the client’s business and evaluate the accounting system and internal controls by performing analyses on significant processes and other risk factors in order to identify control weaknesses and determine the degree of reliance in the client’s accounting system.
*Prepares financial statement draft with disclosures in accordance with International Accounting Standards and International Financial Reporting Standards.

Assurance Associate

As a small business owner, managing your cash flow is crucial to the success of your business. It's easy to fall into the trap of thinking that increasing sales is the only solution to cash flow issues, but there are other ways to address the problem.

One important step is to ensure that your books are accurate and up-to-date. This may seem like a small detail, but it can have a big impact on your ability to make informed financial decisions. Unfortunately, many small businesses struggle with bookkeeping due to a lack of expertise, time, or resources.

Without reliable financial data, it's difficult to create a financial plan and manage cash flow effectively. This can lead to stress and anxiety for business owners, as well as missed deadlines, costly errors, and compliance issues.

If you have accurate financial records and an organized bookkeeping system, you'll be in a better position to manage your cash flow effectively. This can help you pay bills and taxes on time, invest in growth opportunities, and build strong relationships with lenders and investors.

As an accountant with experience working with both big companies and small businesses, I understand the unique challenges that small business owners face. My goal is to make the bookkeeping and cash flow management process as stress-free as possible, so you can focus on growing your business.

Feeling overwhelmed by bookkeeping and cash flow management? I’m here to help.
Book a call with me: https://calendly.com/mayellamagalong

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Hey there! 
If you're curious about me and not feeling the whole LinkedIn thing, here are a few fun facts: 

I'm a big foodie and love watching YouTube cooking videos to recreate recipes in my own kitchen. Trying new cuisines and experimenting with ingredients is my jam.

Another passion of mine is travel. Whether it's exploring new cities or lounging on a beach, I love immersing myself in different cultures and trying new foods (because let's be real, food is a huge part of any travel experience). I also love the journey of travel - from planning the trip to meeting new people and having new experiences, every step is an adventure.

So there you have it - a little glimpse into my love of food and travel. Thanks for getting to know me a bit better!

taplio

The Battle

Marc Howard

Mayella Magalong, CPA

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