Accquip

What risks would you to take to ensure your agency survives? 🤔

If you could predict the exact date your business would run out of cash, would you be willing to take those risks?

Too many digital agencies play it safe and unwittingly contribute to their business’ stagnating decline 😖

The culprit?

👉A lack of financial clarity and foresight👈

💸What are your gross margins vs what should they be?
💸How many days until you go bankrupt?
💸Which projects were wildly profitable and which ones tanked?
💸What is the #1 priority in your business right now?
💸When should you hire your next employee?
💸How much should you budget for sales & marketing?

☝️These are questions that give you clarity to keep you from stagnating.

They are also the types of questions we answer with you on a weekly and monthly basis.

If you're sick of the complete lack of responsiveness from your current accountant, it’s time to switch.

We work with software dev agencies, design agencies, marketing agencies, and other digital agencies who have reached $500k+ in annual revenues. 

Bootstrapping requires a responsive finance partner with experience in this space, as your cashflow situation is likely to change on a weekly basis.

Working with Accquip, you'll know the exact date your business will run out of cash 📅

We'll work together weekly to strategize the actions you need to take to ensure you stay properly capitalized and running for the foreseeable future.

We'll also work on retrospectively analyzing project profitability so you know which clients and projects to pursue in the future (and which to avoid at all costs).

We're a full-service shop, so we take care of the BORING but important financial aspects in your software business:

👉Payroll & payroll tax compliance
👉Accounting & bookkeeping
👉Client billings
👉Budgeting

DM me to learn more.

Founder

The DevLaunch Podcast

Podcast Host

Tax-Minded

Tax-Minded is an exclusive community of finance professionals committed to advancing the practice of tax. 

Here, tax pros become tax bros, sharing knowledge, offering mutual support, and growing together. All the positives of public accounting without the burnout and office drama

Whether you're seeking expertise or camaraderie, you'll find a space that feels like a team of co-workers and friends, all focused on helping you excel in your career.

Versique Search & Consulting

Director Of Accounting

Salo

Finance Consultant

C.H. Robinson

-Led a team of four corporate accountants and managed the global intercompany network of over 30 accountants worldwide.
-Developed and implemented a standard intercompany accounting process, including the creation of video learning content to educate users on how to reconcile intercompany, the institution of a standard 
monthly calendar cycle and monthly newsletter, and the establishment of global KPIs
-Spearheaded the development of a comprehensive global intercompany policy, gathering industry best-practices through continuing education courses and interviews with finance professionals from other 
organizations, organizing a cross-functional committee of key stakeholders within C.H. Robinson’s finance functions, and publishing the policy on time
-Administered global account reconciliation SOX program (utilizing BlackLine), conducting periodic training events for end users, establishing alternative review procedures for auto-reconciled balances, and leading a team to provide general support services for end users
-Facilitated the global implementation of the Oracle Account Reconciliation Cloud Service (ARCS) tool, developing standard corporate training materials, conducting both train-the-trainer and end user trainings, coordinating project timelines and communications, and determining the policies that inform 
the technical setup of the ARCS environment
-Performed monthly close processes surrounding ASC 606 revenue recognition

Corporate Accounting Manager

Salo LLC

Salo, LLC is the leader in driving business outcomes by leveraging talent in finance, accounting and human resources; as well as finance and accounting search services. Our award-winning firm is among the fastest-growing contract staffing companies in the country with offices in Minneapolis-St. Paul and Chicago.

To learn more about the Compass Program, please visit: http://salollc.com/finance-job-placement/compass-program/

Compass Program Member

Grant Thornton LLP

Audit Senior Associate

Wilson Aesthetics, LLC

For my part as Co-Owner, I took an active role in reviewing accounting records for completeness & accuracy, aided in the preparation of taxes, developed the pricing of photography packages, and established the company budget.

Co-Owner

Accounting Intern

Fractional CFO & Business Coach to AMBITIOUS software dev agency owners | Build your dream business without selling your soul to VCs | I offer a course for beginners to learn DIY bookkeeping | 😎 Girl dad

Digital agencies are brutal 😩




What other business deals with as many feast & famine cycles?

🙅‍♂️None🙅‍♂️

It is an easy model to start…
…but requires balls of steel to endure.


Here are THREE questions to ponder:

1️⃣ Does my accountant know how to keep me in the game?

2️⃣ Are they giving me the advice I need to grow without dying of revenue indigestion?

3️⃣ Have they helped me plan my exit?



Be real with yourself.

If you answered “no” to all three…
you’re playing with fire. 🔥 

Agency work is tough as it is.

Get the right advisor in your corner.


There is a light at the end of this tunnel.

It’s up to you whether it’s
blue sunny skies ☀️ 
or a train 🚂 

Tony Wilson, CPA, CMA

IFB Solutions

Helping develop the web as well as assisting in an organization-wide shift to Microsoft D365 Enterprise Resource Planning System.

Associate Software Developer I

Creative Digital Bookkeeping

If you own a digital agency and are struggling to build a financially secure and stable business…

Then you’re probably not spending enough time and effort into ensuring your books are working for you and not against you

If this sounds like you… then you’ll never be able to take your business to the next level as you’ll constantly be playing a guessing game.

And this is just the start…

There’s bookkeeping, then there’s managing your cash flow, ensuring all your bills are paid, employees are paid… and more.

So, if you’re looking to turn your agency into a more profitable machine, along with complete peace of mind that your books have been taken care of, then you’re in the right place.

I help people like you by providing a deeper understanding of your agency’s financial footing and provide guidance for any questions you may have.

What will this do for you?

It will ultimately give you the ability to take control of your money so that you can meet your financial goals.

I.e. GROWTH!

Overall, clients come to me when:

➡️ They are confused and don’t know where to start when it comes to bookkeeping

➡️ They need a better understanding of what their books are showing i.e. they can look at their bank balance and see how much money is in there but they don’t know how to become more profitable

However...

After working with me and my team, clients walk away with:

1️⃣ The peace of mind of knowing that their books are being taken care of i.e. they don’t have to know HOW it’s getting done or WHAT is getting done, but just that it IS getting done

2️⃣ Time-savings: Agency owners are extremely busy… They don’t have time to deal with their books and aren’t experts in regards to their financials

Most importantly, they have full control over their financials because know they know exactly where money is coming and going.

Owner

iGuarantee

As part of a start-up, I built multiple web pages from the root SQL and Entity Framework Core all the way to the front-end using Bootstrap, Javascript, Razor, and tools from the Telerik UI kit for .NET Core. My responsibilities ranged from small bugs and UI tweaks to changes that improved existing features sitewide.

Notable Technologies:
- Git with Azure DevOps
- .NET Core 2.2
- Azure Functions 
- REST API's
- Entity Framework Core
- Bootstrap & jQuery
- Telerik UI - .NET Core

Full Stack Engineer

Coder Foundry

• Creating a portfolio site using C#, MVC, HTML5, CSS3, BOOTSTRAP, JS & jQuery.
• Developing Financial Portal implemented in three phases. Phase 1: an MVC Web Application, Phase 2: a Web Service that utilizes Swagger and Swashbuckle for integrated testing, Phase 3: A cross-platform Xamarin Mobile Application. 
• Fully designed and developed a multi-functional issue tracker web application, implementing enhanced roles & security, which also used a Code First Relational database designed and modeled in SQL Server. Using .Net Framework v. 4.6.1, MVC5, C#, LINQ, SQL, Entity Framework, jQuery DataTables.

Full Stack Software Developer

co//ab

Student Intern

It didn't start out to me as a calling.

I created a bookkeeping company in the past, working with Digital Marketing Agencies. Analyzing financials and talking to clients was great, but I was burnt out by everything else. 

So I moved to programming in 2020. It felt good. Natural even. Soon I landed a job at a startup and later a position with a non-profit providing jobs for the blind. I liked the work and the mission, but I was missing something from my bookkeeping days

2022. I merged my enjoyment of programming with my bookkeeping experience to create MonkBe. A chrome extension that added features directly to QuickBooks Online to make bookkeepers' lives easier. 

I didn't realize it when I started MonkBe, but I stumbled into what I really love to do. Talking to accountants and bookkeepers online. Finding problems and figuring out how to develop a good solution! Everything clicked. 

Ultimately, that led to my current situation collaborating with Hector Garcia on a browser extension called "RightTool" that will revolutionize the way people work in QuickBooks Online, and eventually the accounting industry as a whole!

Sign up for the Beta Here:
https://www.linkedin.com/redir/general-malware-page?url=https%3A%2F%2Fcom%2eus9%2elist-manage%2ecom%2Fsubscribe%3Fu%3D2a294f5bf60809abca9922575%26id%3Da99bf995b8

taplio

The Battle

Tony Wilson, CPA, CMA

Mark Corum

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