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

Reflecting on Celerity Accounting's 4th anniversary this week.

I’m incredibly proud of what we’ve built. The team. The clients. The impact.

To me, year 4 was the year we decided which lane to be in.

- We leaned fully into NetSuite.
- We committed to the mid-market.
- We stopped trying to be everything to everyone.

In the first three years, we rarely said no.

In year four, we said no every single week.

And that changed so much for the firm.

- Better alignment.
- Stronger clients.
- Clearer positioning.

We're more focused than ever. 
Here's to a more intentional 5th year!

P.S. thanks Miggy's Bakes for the incredible cake!

Founder @ Celerity | Building the modern NetSuite accounting firm for mid-market companies

Celerity Accounting turned 4!

What started as a side gig to pay off student loans has grown into a modern, mid-market focused accounting firm serving dozens of amazing companies across the US. 

Over the past four years, we’ve:

• Built a team that values relationships and results
• Helped growing companies strengthen their financial infrastructure
• Focused on continuous improvement both for our clients and ourselves.

To our clients, partners, and team members: thank you for trusting us and growing alongside us.

Here's to making year 5 the best year yet!

Here's a new job posting for Celerity Accounting for a NetSuite Accountant.

 Know anyone who might be interested?

Apply below ⬇️

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

I had to stop thinking like an accountant to grow my firm.

For most of my career, my job was simple: make sure the numbers were right.

That’s what we’re trained to do as accountants.

But running a firm forces you to think differently.

At some point, you stop being just an accountant and become a full-time operator.

Accounting optimizes for accuracy.
And accuracy is a lagging signal.

It rewards you for being right after the fact.

But growing a firm depends on being early enough to act.

By the time something is fully accurate, the decision window is usually gone.

That’s the difference.

An accountant focuses on what happened.
An operator cares about what’s happening and what’s about to happen.

An accountant is comfortable once the month is closed.
An operator is uneasy if they can’t see what’s happening mid-month.

An accountant protects the integrity of the numbers.
An operator protects the business from surprises.

Accounting thinking is designed to explain outcomes while operating thinking is designed to shape them.

Both are necessary.
Only one grows the firm.

That doesn’t mean accounting is wrong.

It means the role changes.

Because the business changes.

And eventually, you have to change with it.

Looking for an opportunity at a great place to work?

We’re looking for someone who:
- Thinks beyond debits and credits
- Likes improving systems
- Loves helping people
- Has experience in Netsuite

If you know of someone or if that's you, here's the link to apply --> https://bit.ly/4qZOC6W

Looking for a new role?

If you have experience with:
- Netsuite
- Working with clients
- Month-end Accounting

Please apply here --> https://bit.ly/4qZOC6W

You were hired to do the accounting.

But that’s rarely where it stops.

You start by cleaning up the books.

Then you realize data is flowing between systems without controls. Sales updates forecasts manually at month end. Reporting depends on one person’s spreadsheet.

So you step in.

You redesign a workflow.
You help formalize compensation logic.
You suggest a better approval structure.

This is the part most firms pretend isn’t happening.

We say we’re “just doing accounting.”

But modern CAS, especially in mid-market companies, inevitably touches operations.

The numbers are downstream from the process.

If the process is fragile, the reporting will be too.

So the real question isn’t whether this work shows up.

It will.

The question is whether you treat it as accidental scope creep.

Or you acknowledge it and design your firm around it intentionally.

Modern accounting doesn’t stay in its lane.

It can’t.

Reliable financials require reliable operations. 

And that work doesn’t happen by accident.

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Accountants overestimate the risk of starting their own firm and underestimate the risk of staying where they are.

A defined role feels stable.
A steady paycheck feels safe.
A clear promotion track feels predictable.

But none of those things are guaranteed.

What is guaranteed?

You already have marketable skills.

You know how to manage deadlines. How to communicate with clients. How to solve financial problems under pressure.

Starting your own firm isn’t some irreversible leap.

It’s a test.

You take on a few clients, see if you enjoy it, learn what you’re missing, and adjust.

If it works, you build something on your terms.

If it doesn’t, you get another job.

When I left, I didn’t have a brand, a niche, or a scalable lead engine. I had experience and the willingness to figure it out.

That was enough.

If you’ve built real skills and have even a modest financial runway, the downside is smaller than you think.

Bet on yourself.

Worst case?
You go back to a job.

Best case?
You build the firm you’ve always wanted to work for.

That’s a bet worth making.

—

PS - If you're an accountant or firm owner looking for real-world insights, relevant news, and useful tech recommendations, check out my free newsletter: https://lnkd.in/gDv-_Fpw

We’re publishing our first guest edition of The Net Effect on Monday and it's with Tom Zehentner, CPA!

He wrote about:
– Being social on social media
– Why cringe is the cost of opportunity
– How to post in a way that doesn’t feel manufactured

If you write online(or want to), you’ll like this one.

Don't miss it! 

https://lnkd.in/gDv-_Fpw

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QuickBooks Online Certification Level 1

QuickBooks Certified ProAdvisor

Certified Public Accountant

QuickBooks Online

Learn how to automate the accounting for your small business with this guide

How to Elevate & Automate your Accounting

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

My name is Tailor Hartman. I am the founder and CEO of Celerity Accounting, a fractional accounting & advisory firm for 7 & 8 figure businesses using QuickBooks Online or NetSuite. I am also an:

- Accounting Instructor
- 40 Under 40 CPA's in the Profession - CPA Practice Advisor
- Business accounting writer/content creator


Interested in hearing more? Let's chat!

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

Book a Consultation Call

Helped sort food and answer phones to raise food and money to feed those who cannot afford food. 

QuickBooks is better with FinOptimal.

I just took the Working Genius assessment.

It breaks work into 6 stages:

1. Wonder - identifying problems
2. Invention - generating ideas
3. Discernment - evaluating what will work
4. Galvanizing - driving action
5. Enablement - supporting execution
6. Tenacity - finishing and ensuring completion

It’s designed to show which types of tasks give you energy and which ones drain it.

For me, coming up with ideas and evaluating them feels natural.

Driving every detail to completion? Not so much.

I can still do it but it just costs more energy.

Where this gets interesting is at the team level.

A lot of what we call “misalignment” is really energy mismatch.

One person is wired to question and invent. Another is wired to push things across the finish line.

If you expect everyone to thrive in every stage, you create unnecessary friction.

The more clearly you understand:

• What energizes you
• What drains you
• And who naturally complements you

The easier it is to design roles around strengths instead of trying to make everyone good at everything.

Highly recommend taking it if you have a team.

—

PS - If you're an accountant or firm owner looking for real-world insights, relevant news, and useful tech recommendations, check out my free newsletter: https://lnkd.in/gDv-_Fpw

I care more about taste than tactics.

Tactics are visible.

• New niche
• New service lines
• New pricing model

You can point to them, market them, sell them.

Taste is invisible.

When I look at the firms I actually respect, it’s not their tactics that stand out.

It’s what they say no to.

They don’t do everything.
They don’t chase every client.
They don’t say yes just to protect revenue.

They’ve decided who they are (and who they aren’t).

That’s taste.

• Saying no to work you could technically do
• Telling a client you’re not the right firm for that
• Raising prices instead of adding more to justify them

Anyone can learn tactics.

Very few people develop judgment.

Software will change.
Rules will change.
AI will automate the mechanics.

But knowing what to leave out? What to simplify? What to refuse?

That’s the real differentiator.

I don’t want to win because we do more.

I want to win because we are better at what we do.

If your financials are slow, you’re spending 95% of the time guessing.

This is something I’ve noticed over and over again working with growing companies.

The businesses that scale smoothly don’t magically have a better strategy.

What they have is a faster feedback loop.

They know revenue is down by the second week, not at the end of the month.

They know spend is running hot by day 10, not when the P&L shows up.

They catch working capital tightening during the month, not once vendors are calling.

That changes how the business feels day to day.

The companies that struggle usually aren’t careless or poorly run.

They’re just late.

Late to notice.
Late to react.
Late to adjust.

And when feedback shows up late, every decision turns reactive by default.

So the real question isn’t, “How do we scale faster?”

It’s, “How quickly do we find out when something is off?”

That comes down to cadence.

If you only review revenue, spend, and cash after the month closes, you’re always looking in the rearview mirror.

As you scale, the goal isn’t to eliminate 100% of problems.

That’s unrealistic.

The goal is to shrink the gap between what’s happening and when you can see it.

That gap is the difference between guessing and actually being in control.

This is live!

Check it out here --> https://lnkd.in/gFRdG55T

⚡️Roman Villard, CPA

I'm building the firm I always wanted to work with and work for.

At Full Send, we deliver high-caliber accounting, automation, and AI services for growth-stage companies that expect more from their finance and operations. We’re not just keeping the books, we’re building systems, surfacing insights, and helping founders operate with speed and confidence.

I’m a CPA with 15+ years in the game, but I’m an entrepreneur first. I’m obsessed with building and creating businesses, teams, tools, and I thrive when surrounded by smart, creative people who are all-in on solving hard problems.

Full Send is breaking down the walls of what consulting firms can do and how they operate. We have a phenomenally unique culture and one that's centered around client excellence.

Core beliefs:
	👉 Community fuels growth. The right room, the right network, the right people—game changer.
	👉 Clarity creates momentum. Data is only powerful when it’s actionable.
	👉 Give-first leadership wins. The best introductions, ideas, and opportunities happen when you lead with heart.

Whether it’s accounting, data, running, or the next big idea—I’m here for the conversation. Let’s build something better.

Let’s talk if you’re into:
	👉 Financial systems and reporting that actually drive decisions
	👉 Automating the boring stuff so your team can focus on what matters
	👉 Venture-backed growth and investor readiness
	👉 Building culture-forward teams that ship daily and think long-term

My specialties include: Entrepreneurship, Bookkeeping, Accounting, Financial Reporting, Financial Tech Stack, Business Development, GTM Strategy, and Sales Process

Goals I'm Chasing:

Grow Full Send to $10M
Complete a 50-mile race, then 100-mile race
Travel 1mo/Yr minimum to expose kids to new cultures / experiences

DM's are open, but response rate could lag with volume...✌️

Founder

Elevating Financial Data for Growth Companies through Full-Cycle Accounting and Financial Advisory Services.

️Roman Villard

Day 1 in ARG:

Oh, the anticipation. The excitement, the nervousness, and the…pressure!

Agenda for our day:

- Morning run (only me 😅)
- Office arrival 9-9:30
- Mate / Medialunas (iykyk)
- Team Session 1 - goals, industry, future
- Lunch
- Meeting with Agustina! (English teacher)
- 1x1’s + co-work 
- La Hora Feliz (HH) + optional walking tour

I told our team that the biggest burden that I carry is the possible difference between external culture perception and internal working experience. Ie - outsiders think it looks like an amazing place to work, but insiders are struggling.

Within the first 5 minutes of spending time with the team. I was floooored. So incredibly happy, kind, generous, fun, ambitious, and ready to learn/grow. I already knew it, but I was 100% reinforced in the fact that we truly do have the best team on the planet.

Any pressures or nervousness evaporated immediately. We spent an hour talking through our goals, pressures our industry is facing, and discussed a few ways the future could play out for us. 

One of the biggest takeaways so far from day 1 is simply the importance of laughing together. The importance of eating together. The importance of going on a walk together and beginning to learn more about the people you are spending time with. These small things parlay into a much stronger cultural bond, working relationship, and eagerness for what comes next.

#gofullsend

Day 2 in ARG:

The agenda for this day was a bit more food + client service centric. Learning client service lessons from the hospitality industry and figuring out how to apply those lessons to our day-to-day.

Agenda:

- Arrival: Mate (local drink) & Medialunas
- Team Session 2: Client Service
- Open Work & 1x1’s
- Lunch with Messi @ Futbol restaurant
- More 1x1’s / Open Work
- Team (+Partners) Asado Dinner Experience

My top 3 takeaways from Day 2:

👉 Pace is important. Back home, it feels as if there’s this constant pressure to be constantly productive. To multi-task. To increase output. Here, there seems to be more of a balance between speed and quality. Go fast when you need to go fast, go slow when you need to go slow. Whether it’s slowing down to enjoy a mate or Asado or it’s speeding up to meet a deadline, it’s important to be engaged in the activity and understand what’s worth speeding up for.

👉 Hospitality goes far beyond manners and inviting people into your space. It’s an invitation into your culture, it’s an overflowing of generosity, and it’s doing the small things that make a big difference. Argentines thrive in this arena!

👉 Nothing beats spending time in-person. Zoom is great and all, but nothing truly beats the ability to read body language, the offline chatter that strengthen’s relationships, and the bond that’s created when you know someone has your back.

More fun activities on deck for tomorrow 🤙

#gofullsend

Day 3 in ARG:

A work hard play hard kind of day 🤙

Agenda:

- Arrival: Mate (local drink) & Medialunas
- Team Session 3: Financial Analysis by Industry
- Open Work & 1x1’s
- Working lunch
- More 1x1’s / Open Work
- Escape Room (I was useless)
- River Plate futbol match

My top 3 takeaways from Day 3:

👉 Hiring only ambitious / growth-minded people creates high pressure on management. Every single person on our team wants to be stretched. Desires to grow. Seeks to learn. This is awesome, but forces our hand in continuing to put people in positions to succeed. Mission accepted.

👉 Team wins. You’ve always heard that “there’s no I in team”, but there’s definitely more of a ‘team spirit’ here in ARG. The collective success. The need to lean on and grow alongside others. It seems to be cultural. Not many lone wolves. I would have never escaped if it wasn’t for the team :) I need to work on my español.

👉 Futbol is Life. Everything stops. Focus is singular. No phones. No screens asking you to ‘make noise’. No passive fans. Just futbol. Singing. Chanting. Whistling. Focused. The entire game’s there’s nothing like it in the US. Incredible. We got so lucky to be able to go to this match. Experience of a lifetime. Also, fun fact. No alcohol sales permitted in the stadium and passport + facial recognition required to get in. For everybody.

Last day tomorrow 🫣

#gofullsend

A few weeks ago, we had an AI training that went sideways.

It's such a difficult / broad subject to teach and I wasn't fully prepared with what angle I focus on. So, I decided just to walk through some examples of how I'd been using AI recently.

I didn't feel like it was incredibly eye-opening...or even useful. So I asked the team if they had anything they wanted to share.

MAGIC. I wasn't ready for this...

One of our team members proceeded to spend the next 20 minutes educating the team on how she built mini apps to solve some of her most redundant tasks. Ummmm what?! It was super impressive, secure, contained checks & balances, and was fit for purpose. Of course, it is only internal facing, but solved a big problem for her use cases. The team was super impressed.

All we needed to do was simply open up the floor to allow for open conversation...

And now that has led us to stand up more training forums every single Friday...to create more MAGIC.

#AI #Automation

Founder @ Full Send | Accounting, Automation & AI | Dad | Aspiring Ultra Runner

What does building a modern tax advisory practice look like?

We've got ideas, but want to do it alongside a tax professional that's looking to dive in headfirst into the future of tax advisory. Reach out to us to chat about this once-in-a-full-send opportunity.

It's a beautiful blank slate.

We are looking for a tax leader to spearhead our tax efforts across corp, pass-through, and HNW realms. To be honest, the target services will shift dependent upon the individuals' experience, capabilities, and interest.

We are deeply convicted that the future of tax is highly relational, it's AI-native, and is ripe for change.

Stacey and I recorded an 'audio job description' for this role in our recent Building in the Wild podcast. If you're interested in chatting about the opportunity, give it a listen first. Link in comments.

#gofullsend #tax

“Honestly, I just want to automate as much of my accounting as possible.”

Heard this in 3 of my last 5 sales calls.

Response…

“Yeah, me too brother.”

Day 4 in ARG:

Playing with AI & final 1x1’s

Agenda:

- Arrival: Mate (local drink) & homemade alfajores
- Team Session 4: AI & Automation
- Open Work & 1x1’s
- Team lunch - Michelin recommended Italian 
- More 1x1’s / Open Work
- Teary-eyed goodbye

My top 3 takeaways from Day 4:

👉 A team-led AI & automation session is amazing and we’re planning more of this. Part of this learning journey is just co-working in person and getting ideas from what others are doing. We had some super cool unlocks with how to leverage tools to drive greater client value.

👉 Unstructured 1x1 meetings are golden.  Yes, I love a good agenda, but sometimes it’s so much more fruitful to start with a blank slate. I’m walking away with copious notes on how to serve our team better - at an individual level. This is one of my greatest joys in serving this team - identifying ways to create better opportunities for them.

👉 I cried when we left for the day. I didn’t have a grandoise speech or send-off. I couldn’t get many words out. I was just so grateful to have the opportunity to work with such a motivated, kind, and talented team. This was a career highlight that is continuing to be written.

Thank you to the Full Send team for the time, energy, and hospitality. We’ve got so many cool things coming our way this year. #gofullsend

Your firm is all about efficiently moving data between your systems. The more systems, the more scattered the data can become. If you run a bookkeeping or CAS practice (yes, I'm a CPA, but I don't do taxes 🙃...) - circle March 25th!

I'll walk through an evaluation tool and live analysis of a firm's tech stack approach in order to begin to identify the best operational rhythm for your firm. The following sessions will help you put it all together.

Register for the live event (or recordings) here: https://hubs.li/Q045s03t0

I get to team up with some awesome folks to put this on - Ryan Lazanis, CPA, Kellie Parks, CPB, FCPB, Greg Scholten, EA, and George Abdelmessih.

#BookkeepingWorkflowSummit #WorkflowSummit #WorkflowSummit2026 #FCWorkflowSummit2026

People say that you can leverage AI to focus on 'higher level tasks'.

What if we leverage AI to simply live better lives?

Instead of upping the individual bar for productivity, output, or shifting focus to more strategic items....what if we....didn't?

What if that efficiency outcome was shifted towards helping people live healthier lives, build more in-person relationships, or generally spend less time in front of a screen?

Sure, there might eventually be downward pricing pressures that impact that dreamy outcome, but...what if?

I think this might be one reason why I have enjoyed running lately. Using some efficiency time gains in different ways that are so far outside of the tech-centric world that I live in every day. There's really not a whole lotta tech that can help me power my two legs forward. Sure, there is data....but AI ain't gonna improve my VO2 max.

Yes, this is a real picture.

#gofullsend

Here's why LinkedIn might not be working for you...

Stop focusing on the impressions / likes and start focusing on the intersection of your personal joys and your professional work.

Many people ask me:

👉 How do you come up with so much content? 

👉 What benefit do you get from posting so frequently?

The answers are pretty simple...

• I have conversations regularly with people doing things that I find interesting. I have personal experiences that I find interesting. There are dozens of examples every single day that can be leveraged into a post. You just have to start looking...

• The benefit from posting on LI comes from the consistency. It does not matter if a post gets 500 impressions or 50,000 impressions. Sure, it's cool, but every bit of content falls back to...Can I trust this person? Can I trust this company? Do I align with them in their thought patterns, curiosities, or interests?

Very simply, I have 3 goals when I post and my objective is to hit 1 of 3:

To inspire
To educate
To encourage

And sometimes....to entertain 🙃

If you want to start to get some traction on this platform, you've gotta stop worrying about what other people think about your posts, post consistently, and post things that bring you joy. There's usually a high likelihood that if you find joy in something and share it, there is someone else out there that will also find joy in it.

It was a legit nightmare about AI. Something I think about often.

Instead of living in fear that AI is going to somehow evaporate our jobs, or is currently taking our jobs (see David's posts on if anyone's job has been 'taken' by AI...spoiler alert - haven't seen it yet), we're actively leaning into it. I think that's what every professional service provider should be doing. Broken record...

The problem is that the more I lean into AI capabilities, the more I have these kinds of thoughts. Ironic, right? 😅

About 4/5 years ago the modern philosopher Naval said that success in the future (permissionless leverage) will wholly revolve around code or content. I believe it. Although, even those things are becoming dominated by AI 'slop'.

I don't have any answers, but for the time being... I'll keep chipping away at learning all the new things.

btw - we are helping quite a few clients with their AI strategies today 👍

#accounting #ai

February update. 2,000 miles run annual goal.

I averaged 6.87 miles run per day in January and 5.57 miles per day in February.

369/2,000 miles through February. Or 18.45% to total.

114% completion based on days in the year.

Lots of treadmill running in the winter. Boring, but consistent. I feel like I fell off of the wagon a little bit compared to January momentum, but sickness/travel required a bit more recovery than expected. That’s ok!

It took a while to build up the volume so that my body didn’t feel thrashed all the time.

Sharing this because I ran my first mile (in any kind of intentional way) on July 13th of 2025. It felt like the hardest mile of my life. Doesn’t matter what level you’re at, the important thing is to prioritize movement! Your body and mind will thank you - today and tomorrow.

My problem is that when I get into things…I get intttoooo them. Obsessively, at times. That’s running for me right now.

BUT, for some, it could be simply walking to the mailbox today. 100 extra steps. And that would be awesome. You don’t need to go sign up for a marathon today to build a good habit. Just one foot in front of the other 🤙

#running #gofullsend

The second that you hire somebody, your entire job changes.

Your core focus of the business that you started now becomes central around - how do I do everything in my power to make this person successful?

That is your new mission. Creating as much opportunity for success as possible.

This is particularly true if you work in an industry where human power and relationships are central to operations. 

It starts small and as you grow, it becomes more and more obvious that your entire reason for being is to pour into the team.

This is one of those things that I'm learning about every single day and starting to put more energy into - creating successful teams on an individualized basis.

It's the best job in the world.

Sharing one of my favorite pics from the last year. Our 'team' beyond our immediate team 🙌

Ok, so billions of dollars are ordered to be paid back to companies who paid these tariffs. Companies like Costco, FedEx, Pandora Jewlery, etc.

Meanwhile, the average American consumer isn't going to see a dime from this. 

Prices were hiked across the board for consumers due to these freshly determined unlawful tariffs. Many of those prices have remained at consistent inflated levels despite tariffs moderately normalizing.

How does this still feel really.....blegh?

So now these massive corporates are going to recuperate millions of dollars, while their customers are ultimately the ones that get hosed?

Someone make it make sense.

This very moment feels like the most difficult environment to be making any tech decisions. Particularly large process-changing decisions revolving around AI.

It’s not just the build vs buy question. 

It almost feels more foundational / ethical when selecting verticalized AI partners. Will the vendor be around in 3 years, 10 years? Is there alignment on what we believe the future looks like? Can you merely deliver on what you’re selling? How does this change everything I’ve done up to this point?

Anyone else feeling something like this??

taplio

The Battle

Tailor Hartman

️Roman Villard

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Performance ScoreTailor Hartman's LinkedIn Performance

Performance Score️Roman Villard's LinkedIn Performance

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taplio

The Battle

Tailor Hartman

️Roman Villard

Followers

Posts

Engagements

Likes

Performance Score.css-goub6s{font-size:var(--chakra-fontSizes-md);font-weight:500;color:var(--chakra-colors-gray-600);display:block;margin-top:var(--chakra-space-1);}Tailor Hartman's LinkedIn Performance

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