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

Jews of Color Initiative

Responsible for the design and continuous improvement of non-profit organization operations. Primary author of process documentation and training materials for staff. Handles contract creation, review and management for the organization. Liaison to contractors and consultants that offer bookkeeping, IT and HR support. Regular production of reports on data and feedback on strategic growth initiatives.

Operations Manager

Green Beacon Business Services

Bookkeeping, small business consulting and staff training in operational processes.

Small Business Owner

Center for Schools and Communities

Administration of all fiscal processes for the organization. Creation and management of contracts, invoices, requisitions and reports. Budget reporting and analysis. Report production for management/leadership. Training and onboarding of staff to HubSpot CRM.

Fiscal Specialist

Tri-County Regional Planning Commission

Managed day-to-day office operations. Implemented processes that aided a fully remote staff; including the conversion of pdf forms to be approved by Adobe Sign, the migration of contact database information into Hubspot CRM (a cloud-based system), and remote management of phone communications. Also assisted in website updates and the generation of queries and reports in MS Access.

Administrative Coordinator

SVN Latus Commercial Realty Group

Provided administrative and marketing support to commercial real estate advisors and brokers. Utilized Reonomy, CoStar, the Microsoft Office 360 Suite, and proprietary tools such as SVN's Buildout platform to produce marketing materials. Performed internet research, reporting and document review regularly.

Brokerage/Marketing Assistant

LendingHome

Responsible for the accurate and timely drawing of mortgage documents in accordance to the correct terms of the real estate purchase contract, loan terms and title and insurance requirements. Additional responsibilities include the coordination of the closing date, testing and reporting of in-house, proprietary mortgage processing software, as well as feedback on training and process improvements. Co-founder of an employee resource group that focuses on diversity and inclusion in the company.

Document Specialist

Newmark Knight Frank

Served as the primary client communications and relationship contact associated with a lease administration services engagement. Responsibilities include all aspects of oral client communications, meetings, inquiries, etc. via telephone communications or other oral and/or video devices and maintenance of a high level of client satisfaction associated with a lease administration service program. Additionally, monitored the performance of the offshore based back-office support operations and report any irregularities to the CS Manager.

Client Services Analyst

Lease administration for multiple clients from a variety of business areas. Responsibilities include lease review and abstraction, rent file creation, monthly reporting and billing, contribution to quarterly business reviews and analysis, and KPI review and analysis.

Lease Analyst

Full lease portfolio management for a large retail client (T-Mobile USA). Responsibilities include lease accounting and reconciliation; production and review of estoppels and subordination and non-disclosure agreements; lease abstraction and auditing; insurance compliance tasks and weekly reporting to management. Identified over $50K in cost savings and avoidance in less than one year. Also assisted on other client accounts whenever needed.

DashBurst

Wrote a wide variety of articles for publication on the web and promoted them via various social media channels. Utilized techniques to encourage audience engagement and user traffic.

Freelance Blogger

Vocollect Healthcare Systems, Inc.

Provided internal and external customer support to customers, vendors/partners, training staff, and sales staff. Created sales quotes upon request. Utilized Oracle E-Business Suite for order management, billing and logistics tasks. Used Salesforce.com for customer record management. Provided RMA process backup support. Produced budget reports and served as the purchaser for all department spending and supplies.

Customer Service Representative

Dedicated business professional with a passion for customer service and lean business operations. Currently employed by a young and growing nonprofit; applying 20+ years of expertise and consistently delivering on contracts above and beyond client expectations. Previous work experience in real estate, education, legal, and IT environments. Additional freelance experience in non-profit formation, web design and as an accounting para-professional. Open to consulting opportunities in real estate, higher education, office management, business operations or social media marketing.

Specialties: real estate, business communications, content marketing, social media, non-profit development, CMS web development, cross-cultural communication, web copywriting, training.

**All posts/activities are my own and do not represent the views of my employer!**

taplio

The Battle

Tony Wilson, CPA, CMA

Rishona Campbell, MBA

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