Celerity Accounting LLC

Founder and CEO

Intuit

Intuit Partner Council

Blackhawk Technical College

I am teaching a course on Accounting Technology this semester!

Adjunct Professor Accounting

Contrail Aviation Support, LLC

Assistant Controller

BDO USA, LLP

I am currently responsible for performing and overseeing the full cycle general accounting function for small to mid-size organizations.

Duties include(but not limited to):
- Manage the daily, monthly, and annual accounting close procedures.
- AR/AP, fixed Assets, deferred revenue, compilations, and other accounting transactions.
- Balance sheet reconciliations
- Financial reporting & variance analysis
- Budget creation & presentation
- Payroll & payroll returns(941/940/etc).
- Transitioning or implementing new accounting software & accounting processes
- Management reporting & presentation of financial statements

Experienced Senior Associate - Business Services & Outsourcing

TrafficCast International, Inc.

Accounting duties (but not limited to) 
- Office administrative duties.
- AP/AR, Inventory tracking, Cost accounting(BOM), Purchasing, Month-end & year-end close, Fixed assets, and other transactional accounting.
- Monthly and annual financial statement preparation.
- Assist in moving through annual Audits.
- Weekly cash sheet tracking and forecasting 
-  Purchasing, Coordinating shipments, Minimize BOM costs, Material tracking, Finished goods, overseeing shipment arrivals, & Inventory/stock planning.
- Quickbooks desktop, Excel, Google Docs, and Bill.com

Senior Accountant and Procurement Specialist

Food Fight Restaurant Group

Accounting for up to 8 restaurants using Microsoft Great Plains, Sharepoint, Microsoft Programs, Swipely, Upserve, Posi, Aloha, Icontrol, Restaurant365, and other programs. 

Duties included(but not limited to):
- Monthly financial statements & close process 
- Balance sheet reconciliations 
- Gross Margin & other KPI tracking
- Weekly Cash sheet tracking & forecasting
- AR/AP
- Journal entries 
- Training staff on best practices
- Work with restaurant GM's to make better financial decisions
- Sales tax
- Compliance for both state & federal

Accountant

Seneca Foods Corporation

- Accounts Payable
- Ad Hoc reporting
- Other accounting duties
- SAP ERP system

Accounting Accounts payable

I demystify finances for 7 & 8 figure business owners | Founder @ Celerity Accounting | Top 100 Proadvisor 2024

I’m Tailor Hartman, founder and CEO of Celerity Accounting.

We’re a fractional accounting and advisory firm for 7 and 8-figure businesses using NetSuite and QuickBooks Online.

If your books are messy, your reports are unclear, or you’re scaling fast without the right financial visibility, we’re the team that fixes it.

A few milestones along the way:

- Named one of CPA Practice Advisor’s “40 Under 40 CPAs in the Profession” 
- Built Celerity from a solo operation into a trusted partner for $5–50M businesses.
- Launched a modern firm owner newsletter called "The Net Effect" for accountants

We partner with e-commerce, manufacturing, and other growth-minded companies to turn chaos into clarity.

Because accounting shouldn’t just be about compliance. It should be a system that drives better decisions, faster growth, and fewer surprises.

At Celerity, we don’t just clean up your numbers. We own the outcome. That means clear communication, controller-level oversight, and real partnership.

If your NetSuite or QBO setup isn’t doing its job, let’s fix it.

Happy to connect and share what we’ve learned!

Email: info@celerity.io
X: @tailor_hartman
https://linktr.ee/tailorh

Tailor Hartman

I'm speaking during Intuit Connect ON this Thursday!

It's a panel discussing accounting & using the new developments at Intuit to run your firm. I'm joined by Rozlynn Yong, Jessica McCracken, and Marlie Rumsey.

We go philosophical, practical, and a little nerdy. 

Register here: https://bit.ly/4iwgeO4

Bringing clarity, speed & automation to $5–50M SMBs | Founder @ Celerity

Are you tuning in today??

Intuit Connect ON starts at 11 CST. AKA in one hour!

Find the link to sign up in the comments! 

See you soon 😌

No alternative text description for this image

Chicago today to see this guy! 

Jason Staats, CPA

We're hiring!

Looking for a Client Success & Ops person to add to our small team.

Please forward to anyone you think may be interested.

If it doesn't let you apply, please email info@celerity.io your resume. 

Thanks!

(7) Notifications | LinkedIn

JSESSIONID

li_at

Talks about #cpa, #business, #acccounting, and #businessaccounting

What if you ranked clients by energy instead of revenue?

Every client relationship has a cost.

• Time
• Attention
• Emotional bandwidth

But not all clients cost the same.

Some lift you up.
Some drain you quietly in the background.

Your P&L won't show this. But your calendar, your mood, and your team absolutely will.

When you look closely, energizing clients tend to communicate clearly.

They respect your time.
They trust your process.
Your team enjoys the work.

Draining clients feel different.

The calls are heavier.
The expectations are unclear.
Your team tenses up when their name pops up in Slack.

Both groups pay you.
Only one makes you want to keep going.

Energy is a real business metric.

It shows up in morale, quality of work, hiring confidence, and even the speed of delivery.

If a client drains you consistently, the numbers might still look fine, but the partnership is costing you somewhere else.

Something to think about the next time you review your client list.

Most business owners are completely overloaded.

• A Slack message every 90 seconds
• 3 “urgent” emails that aren’t actually urgent
• A team issue they’ll deal with “later”

Then their accountant sends a 20-page report, asks for a missing $0.83 receipt, and follows up with an email full of acronyms they don’t understand.

We think we’re being helpful.
But we’re adding noise to an already noisy week.

What clients actually want is answers.

1) Are we doing okay?
→ Yes or no, and why

2) What changed since last month?
→ Focus on the 2-3 movements that truly matter

3) What needs my attention right now?
→ Help them prioritize

4) Do I need to make a decision today?
→ Clear direction reduces stress faster than any report

5) What can I ignore?
→ One of the most valuable things you can give a client is permission to stop worrying about something

We confuse showing our work with showing value.

But the more noise we create, the harder it is for clients to stay focused on what really matters.

Your job is to protect their focus.

If you can lower a client’s mental load, you become more than their accountant.

You become the person they think of first when something important happens: a hiring decision, a cash question, a new product launch.

That’s what real partnership looks like.

And that’s how you build a firm that clients never leave.

Most business owners wait too long to hire an accountant.

In the beginning, doing it yourself feels manageable.

The books are simple. You know where every dollar goes. And it feels like you’re saving money by not hiring help.

But then things start to pick up.

A few more accounts. A few more systems. Suddenly, the numbers stop lining up as neatly as they used to.

When that happens, you lose visibility.

You stop knowing what’s current and start relying on what used to be true.

Decisions take longer.
Cash feels tighter.

And you start managing from instinct instead of data.

That’s usually the turning point.

Over the years, I’ve noticed a few moments where hiring an accountant makes the biggest difference:

1. Launching

Get your structure and systems right from the start. It’s easier to build clean books than to clean up a mess later.

2. Scaling

As revenue grows, your decisions get bigger. You need real financial data to guide them.

3. Time pressure

If accounting is stealing your weekends, it’s time to delegate. Good books give you back time to focus on what actually moves the business forward.

4. Expansion or exit

When you’re opening new locations or planning a sale, you’ll need clean, consistent financials long before the deal closes.

My advice: 

Hire an accountant before you need it.

When your books are current, everything else in the business runs smoother: payroll, forecasting, cash flow.

That’s what good accounting does.

If you’re starting to outgrow your current setup and want to know what that next step should look like, DM me. I’m happy to walk you through it.

One of my biggest regrets is waiting too long to hire a senior accountant.

For the first 3.5 years of my firm, all the training and onboarding landed on my plate. 

Processes, cleanups, questions, everything flowed my way.

It worked... until it didn’t.

I became the bottleneck.
I was still deep in client work.
And my time was going to things someone else could have done better.

Looking back, I should have brought in senior help much earlier.

Someone who could take client work off my plate and level up the team at the same time.

If I had done that sooner, I would’ve pulled myself out of the weeds faster and spent my time where it actually mattered.

Don’t wait until you are drowning to hire help.

If a hire frees you to focus on higher-leverage work, it’s usually the right move.

When you start working with a new client, everything is clear.

Scope, expectations, responsibilities.
It's all laid out.

6 months later, things feel even better.

They trust your team.
You want to help.
So you say yes to a few extra things.

A year in, they love you.

They lean on you for more.
Your team steps up.
And before you realize it, the work has doubled.

You’ve become the one who always says yes.

That’s called expectation drift.

It doesn’t happen because anyone is taking advantage.
It happens because nobody stopped to recalibrate.

Lately, we’ve noticed this creeping in with a few clients, so we’ve been working on tightening up how we handle it.

A few things we’re experimenting with:

• Regular alignment checks
• A living expectations list for every client
• Training the team to flag “small” requests that have a big downstream impact

We don’t have this perfect.

But being more intentional about it has already helped a lot.

Every “yes” adds weight.

Fail to rebalance regularly and the partnership eventually tips over.

If you haven’t realigned with a client recently, it might be worth a quick check-in.

I used to think the only way to get great work was to do everything myself.

If I reviewed every transaction, triple-checked every report, and personally spoke to every client, nothing could go wrong.

And for a while, it worked.

The work was tight. Clients were happy.

But I was exhausted.

Every close, every deliverable, every late-night email went through me.

It wasn’t sustainable, and deep down, I knew it.

Still, the idea of handing things off made me nervous.

What if the team didn’t do it my way?
What if clients noticed?
What if something slipped?

Then one month, I had no choice.

We took on a few big new clients, and my schedule was maxed out.

So I handed off two accounts to a team member and hoped I wouldn’t regret it.

A week later, the client emailed to say how seamless the experience was.

I realized that letting go didn’t mean lowering the bar.

It meant raising the ceiling.

Since then, I’ve focused on building a team that owns their work, trusts each other, and takes pride in getting it right.

And that’s the main reason the firm keeps growing.

Most $10M-$50M companies don’t realize they’ve outgrown their accounting system until it’s already slowing them down.

It starts small.

An extra spreadsheet here.
A manual consolidation there.
A few late closes that used to be on time.

Then one day, you’re trying to explain last month’s numbers, and no one’s sure which version is right.

That’s usually when they call us.

Because the system that once worked perfectly is now holding everything together with duct tape.

Here are a few signs it’s time to graduate:

1) You can’t see the full picture
Each team has its own version of the truth

2) Your CFO sounds more like IT support
Half their week is spent cleaning integrations and reconciling errors.

3) You’ve built a maze of tools
Every time you solve one problem, you uncover two new ones.

At that stage, moving to NetSuite becomes the clear next step.

One platform for every entity.
One source of truth for the entire team.
One version of the numbers leadership can trust.

When your systems can’t keep up, your decisions start falling behind.

If you feel your systems aren’t keeping up with the pace of your business, send me a DM. I’m happy to point you in the right direction.

Every time I hit a wall in my business, I solve it the same way.

Whether it’s a client issue, a growth challenge, or one of those days where nothing clicks, I don’t sit there trying to power through it.

I don’t open another tab or stare at the problem harder.

I move.

Sometimes that means working out. 

Sometimes it means cooking something so elaborate it forces me to disconnect.

My favorite dish to prepare is ramen.

Not the quick kind.
The authentic kind.

Broth made the day before. 12 hours on the stove. 

There’s something about slow, intentional cooking that resets me. It pulls me out of urgency and back into clarity.

I've realized most of the time, the problem isn’t the problem.

It’s your state of mind.

If you’re stuck, don’t grind harder.

Move.
Reset.
Come back different.

Works every time.

—

Curious, how do you reset when you feel stuck?

Good podcast with Rob Brown!

We covered a lot but we really talked personal branding & social media as an accountant. 

Check it out below ⤵️

I demystify finances for $5-50M SMBs | Founder @ Celerity Accounting | 40 under 40 CPA

New episode alert! 🎙️

Tailor Hartman left his $100K corporate job just hoping to survive. Instead, he made over $200K in his first year working about 20 hours a week.

His secret? CAS clients, niche specialization (QuickBooks Online + NetSuite), and keeping all the revenue instead of handing it to a firm.

In this episode of Leaders of the Ledger, Tailor shares his journey from BDO to building Celerity, why authenticity beats AI-generated content, and how community connections became his referral engine.

If you're thinking about starting your own firm or growing your influence in accounting, this conversation is for you.

Watch now: https://lnkd.in/gYB8uD5K

🐻 Dan Luthi and I will I'll be speaking at LIVE Intuit Product Leaders: Real Purpose of IAS & Evolved ProAdvisor! 

We will be interviewing two of my favorite Intuit people: Jaclyn Anku & Karla Uribe!

Make sure to attend it on December 17 at 12 PM Central time.

Partner and COO | Tech-Loving Accountant | Father of Four

Join us LIVE with two Intuit Product Leaders to discuss the REAL purpose behind the Intuit Accountant Suite and Evolved ProAdvisor Program updates Tailor Hartman Karla Uribe Jaclyn Anku Intuit Accountants

LIVE Intuit Product Leaders: Real Purpose of IAS & Evolved ProAdvisor

🗣️ "'JUST DO IT' – Shia LaBeouf" – Nelson Curtis, CPA

at Intuit Connect, we asked users what they would say to someone considering FinOptimal's apps, and we got some great answers:
💬 "a complete game-changer"
💬 "what took you so long?"
💬 "one of the best products in my tech stack for sure"
💬 "your life is going to get so much easier"

The bigger your business gets, the harder it becomes to trust your own numbers.

Most mid-market companies don’t realize how much disconnected systems slow them down until they’re already feeling it.

I see it all the time.

When new clients come to us, we often find 5-6 tools running different parts of the business. Finance in one platform. Operations in another. Inventory and sales tracked separately.

Each system tells a slightly different story.

Cash flow looks healthy in one place and tight in another. Revenue reports never match the bank balance.

And by the time leadership gets a full picture, the data is already weeks old.

This is a huge problem.

When your data is outdated, you start making decisions in the dark.

You hire too late.
You over-order inventory.

You miss early signs of cash trouble because the information lives in five different places.

That’s why my firm focuses on NetSuite integrations.

When finance, operations, and reporting live in one connected system, the noise disappears and you finally see reality as it happens.

Every time we set up NetSuite for clients, that's the first thing they notice.

They can finally see everything in one place.

Clarity speeds everything up.

And once you’ve had that kind of visibility, you never want to go back.

If you feel your systems aren’t keeping up with the pace of your business, send me a DM. I’m happy to point you in the right direction.

If you could rebuild one part of your firm from scratch, what would you change?

Most firms (mine included) are built one decision at a time.

A process here, a policy there, a tool that made sense 3 years ago but doesn’t fit as well today.

Before you know it, you’ve layered so many patches and systems that the whole thing starts to feel heavier than it should.

When I step back, I realize there are parts of my firm I’d design completely differently if I were starting today.

Maybe a simpler tech stack.
More focused roles.
Clearer communication rhythms.

The hard part is most of us don’t pause long enough to ask:

“Does this still make sense?”

That question alone has made us take a fresh look at how we do things.

Sometimes we don’t change a thing.

Other times, it leads to major improvements.

It’s uncomfortable at first.

But it’s how you keep the firm modern instead of mechanical.

So ask yourself... if you could rebuild one part of your firm today, what would you change?

Some of the best people in the accounting space will be speaking next week for Growing your Firm Summit.

Did you sign up yet?

Link to join here --> https://bit.ly/4okc6lP

Parlay (Techstars '23)

Parlay is a financial technology platform that helps inclusive lenders get more small businesses approved for loans. Our mission is to support access to affordable capital for ~25 million underserved small businesses in the US. Backed by TechStars ‘23, Project Fintech, Lighthouse Labs, PenFed VEIP, and the Center for Accelerating Financial Equity.

Deloitte

-Product manager bringing Deloitte's first Blockchain B2B SaaS product focused on financial compliance with FAR, Close As You Go, to market (cayg.app)

Advisory Manager

-Assist bringing new and innovative crisis management solutions to market in government sector
-Serve on real-time response team to help clients respond to COVID-19 crisis
-Execute complex cyber wargaming and crisis management simulations 
-Perform Crisis Management capability assessments, wargames and simulations, training, and contingency planning / black swan event planning

Advisory Senior Consultant

Bak USA

-Consulted at the client’s site to assess the company’s current state, develop their investment strategy, and assist them in obtaining bridge funding to ensure business continuity; successfully obtained $10 million in series A funding, exceeding investment target by more than $2 million
-Developed a complete investment deck for the client, including competitive analysis, forecasting, funding ask, GTM/rollout strategy, pricing
-Connected team with local R&D partner to develop a custom human-robot "cobotic" solution for manufacturing floor, increasing product throughput and ergonomic wellbeing of employees

Management Consultant

University at Buffalo Full-Time MBA and MS Programs

-Awarded the Magnus Award for Greatness in MBA Student Leadership (May 2017), presented to a student who demonstrates greatness in all facets of the MBA program, including academic performance, leadership, innovation and generosity of spirit 
 -Awarded the MBA Student Achievement Award (May 2017), which honors an MBA student who has demonstrated scholastic excellence and rendered outstanding extracurricular service to the university
 -Recipient of the University at Buffalo Alumni Association Alumnae Scholarship (2016-2017) for exemplifying the University’s ideas of leadership, learning and service
 -Recipient of the Elizabeth and Joseph Ivers Scholarship (2016-2017) in recognition of outstanding engagement during the first year of the MBA program
 -Recipient of the UB MBA Scholarship (2016-2017) in recognition of outstanding engagement during the first year of the MBA program
-Winner of Annual Whitman School of Management Marketing Strategy Case Competition (April 2017) 
-Served as: Teaching Assistant, Data Modeling for Executive MBA; Teaching Assistant, Management Communications for Core MBA; Teaching Assistant, Emotional Intelligence for Honors Undergraduate Cohort; President, UB MBA Consulting Group; Mentor, MBA Core; Mentor, Honors Undergraduate Cohort

MBA Candidate, Graduated May 2017

MHCS for Bak USA

-Provided consulting services, including strategic planning, marketing research and strategy, gap analysis, and operational execution
-Using website traffic data (Shopify, Google Analytics, Alexa) and small-scale market testing, successfully reoriented the client's marketing strategy towards a regional B2B market, increasing monthly revenues by 50% over 6 months
-Assisted in increasing the valuation of the client's firm eight-fold over 10 months through the data-driven revision of the company's mission statement, strategy, and infrastructural resources
-Authored copy in preparation for the franchising of the BAK model with the goal of bridging infrastructural gaps through digital technology in East and Central Africa.

Strategic Marketing, Business Developement

Surtab Inc.

-Authored and translated the company’s seed-funding Business Plan and mission statement; provided detailed Marketing, Operational, and Financial Risk analysis for the new tablet venture; helped compile the company’s start-up costs, profit and loss forecast, financial sourcing, and cash flow forecast
-Worked as part of the Sûrtab Marketing & Development team, conceived the company’s name and logo and had creative input into the design and content of www.surtab.com
-Helped to secure government and NGO funding, most notably a USAID grant worth $250,000

Business Developer, Analyst, & Translator

• Founder at: Parlay fintech SaaS product 

• Known for: Bringing new ventures to market; economic inclusion efforts; empowering entrepreneurs, including immigrant and veteran owned; making ideas real; having a caffeine addiction and a funny accent

• Passionate about: Serving others, impact, quality time, learning, music, reading, hiking, sleep

• Mentor at: Village Capital ADAPT US startup program, George Mason University RISE entrepreneurship program, Globally ReUP (Refugee Upskilling Program) program

Alex McLeod, MBA

Celebrating Veteran's Day is personal for me and for the Parlay Finance team. 

Our mission was born from helping US allies resettle in the US who wanted to pursue the American Dream of entrepreneurship. 

My two beloved cofounders Jay Long and James Cho served with distinction in the US Army and in special operations. Jay Long continues his path in service as a reservist where he commands Det. 201, which basically took his spare time from -100 as a full-time startup founder to -5,000. But I support his commitment, and so does our team at Parlay Finance. Service is eternal.

And on that note... 

4 out 5 of our incredible team are military veterans, including Egor K., Elliott Hamilton, Trisha Wyman-Page, and Trevor McIntyre, as is our advisor Jeffrey Bray. They bring their skill, their energy, their discipline, and their grit to empowering communities across the country with access to affordable capital.

We get to partner with amazing groups like Warrior Rising (Jason Van Camp, Benjamin Bunn, Reggie Ordonez) to keep that mission and that support for veteran founders and business owners alive and well.

We get to work with banks who share that mission too: First Internet Bank is one of the biggest ETA 7(a) lenders out there (shout out Jared W Johnson and Alan Peterson). Locality Bank shares that mission and has two veterans on their leadership roster: Keith Costello CFA and Corey LeBlanc, with a kickass milspouse in the mix too: Cassie LeBlanc. These are lenders who believe what we do: if you empower exceptional people, they will thrive and grow and help their own community.

Many of our early investors and angels are decorated veterans who know what grit looks like in action and who were willing to support us and take the hard bets first: Doug Doan/Matt Warrick at Hivers & Strivers Capital , Spencer Macdonald (first check!), Chris Scribner, Bryan McCoy, Matt Cox, Chase Cappo, Jim Perkins, Joey Arora, Tim Hsia, Brendan Aronson, Dan Kunze, Nicholas Pyskir, M.D., FACOG, Matt Fitzgerald, Jen Sovada. 

Basically, there is no Parlay Finance without service and the mission continues to run deep as we support veteran entrepreneurs across the country. We picked an extremely difficult mission, we're in it for the long run, and we don't back down from a hard fight.

So, if there's anything I can say to the universe out there it's - don't ever bet against a milvet/milspouse team. 😉 

Beat Navy!

#startups #sba #7a #military #veteran #parlayfinance #milspouse

Founder @ Parlay | AI-Native SBA + SMB Lending | Financial Inclusion | TEDx Speaker & Coach

🤠 Find people who care about making banking better 
⏳ Spend quality time with them in Hill Country, Texas
🥩 Eat your bodyweight in BBQ
🤗 Rinse and repeat!

Another wonderful FedFis in the books! Emcee'd a table with David Nohe and was able to demo Parlay Finance's intelligence layer to multiple bankers in the room. Many were excited to see how we automate the paperwork and the grind in small business and SBA lending, so bankers' time is freed up for their craft and they can be more efficient at scale. AI is really changing the game!

Met some really innovative bank and fintech leaders and very excited about ongoing conversations. Was inducted to the Salt Lick BBQ cult by Marc Rehberger... And of course, invaded Luckenbach, Texas for the night! 💃 Even 6+ hours of delays at the airport on Friday couldn't dampen my mood! 🤪 A great way to cap off conference season, see you all next year! ✈️

Thanks to Matthew Smith and the Bankers Helping Bankers extended crew, Dave Mayo, Tanner Mayo, David Nohe, Emily Cisek, Justin Fischer, Jorge Garcia, Andrew Fix, Greg Spadea, Frank Pérez, Stacy Bishop, Jason Ruyle, Jose Diosdado, Jeff Story, Matt Wilkinson, Luke Strawn, and many more for a great time! 

#sba #smallbusiness #ainative #intelligencelayer #smb #fedfis #banking #bankershelpingbankers

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Alex McLeod, MBA

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The Battle

Tailor Hartman

Alex McLeod, MBA

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