Equivion

As a professional bookkeeper and accountant, I provide a wide range of financial services to small business owners in various industries, including agencies, real estate, ecommerce, and manufacturing & distribution. In this role, I have been responsible for managing tax compliance, preparing financial reports, and managing bookkeeping and accounting tasks for my clients.

One of my key areas of expertise is tax advisory services, and I have helped many small business owners save significant sums on their tax liabilities. On average, my clients have been able to reduce their tax liabilities by over $21,000, thanks to my careful analysis of their financial records and my ability to identify opportunities for tax savings.

In addition to my technical skills, I am known for my ability to provide clear and concise financial advice to my clients. Whether they are looking to streamline their accounting processes, improve their financial reporting, or simply need a trusted advisor to rely on, I have been able to help them achieve their goals.

Overall, my strong background in bookkeeping, accounting, and tax compliance, combined with my ability to help business owners make informed decisions, has made me an invaluable resource for small business owners looking to improve their financial operations.

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Based in Chicago, IL📍- Serving Clients Worldwide 🌎

Website: www.equivion.com
Book a Call: www.calendly.com/drogowiec
For business inquiries: david@equivion.com

Partner

Deloitte

Senior Tax Consultant

Tax Consultant

Carstens, Inc.

Sales Tax Accountant

Schawk!

Accounting Assistant

Billing Specialist

Partnering with small business owners to save money, increase profits, and grow their business. 🤝

As a tax professional with more than 5 years of experience, I have developed a strong specialization in serving small businesses. Throughout my career, I have worked with a diverse range of clients in various industries, helping them to achieve their financial goals through comprehensive accounting, tax, and consulting services.

In my current role, I focus on providing personalized solutions to small business owners, helping them to navigate the often-complex world of taxation and ensuring that their financial affairs are in order. My expertise includes preparing and filing tax returns, developing tax strategies to minimize liability, and providing guidance on business structure and organization.

In addition to my technical skills, I pride myself on my ability to build strong, long-lasting relationships with my clients. I take the time to understand their unique needs and goals, and I am dedicated to providing exceptional service and support every step of the way.

With my extensive knowledge and experience, I am well-equipped to help small businesses succeed in today's competitive marketplace. Whether you are just starting out or looking to take your business to the next level, I am here to help you achieve your financial goals. So, if you are in need of an experienced tax professional who is dedicated to helping small businesses thrive, please don't hesitate to reach out.

I've helped clients save on average $21,000+ in tax liability!

Book a call to get started saving on taxes, paying yourself more, and growing your business! 
Free first consultation! https://calendly.com/drogowiec

To learn more please visit my website at: www.equivion.com.

David Rogowiec

Blue & Gold Accounting Services LLC

Founder of Blue & Gold Accounting Services - an accounting services firm that is your ultimate teammate!  We are Certified QuickBooks ProAdvisors. Services we specialize in are Monthly/Quarterly Bookkeeping, Cash Flow Analysis, QuickBooks Setup & Training, Account Reconciliation, Cost & Profit Reviews, Budgeting & Forecasting, Process Improvement for those in the non-profit, health & wellness, and athletic sectors.

Founder

McNeilus Truck and Manufacturing, Inc.

•	Oversaw administrative duties for cost savings incentive program, saving the $540K versus $4K in incentive payout costs.
•	Redesigned reporting on individual drum profitability, increasing profitability from negative margins to 20% margins.
•	Assisted Regional Managers and teams with system corrections to maintain accurate manufacturing order accounting.
•	Prepared general ledger entries by maintaining records and files and reconciling accounts, including cost records and provided updates for maintenance.
•	Generated reports and documentation to present financial and operations results to internal and external stakeholders.
•	Developed and analyzed budgets, preparing periodic reports that compared budgeted costs to actual costs.

Sr. Finance Analyst - CSS

•	Collaborated with Purchasing, Manufacturing, Engineering & other functional areas to develop cost estimates for proposals/quotations.
•	Facilitated bids and contract reviews (both domestic and international), ensuring complete, accurate and timely cost/price proposals.
•	Analyzed and relayed the financial/business impact of a proposal internally to the Finance team as well as the Oshkosh executive management team.
•	Established procedure for annual price updates for customers.
•	Performed internal audits of previously submitted pricing proposals to determine the accuracy and efficacy of the estimating system and methodologies.
•	Interpreted freight contract pricing and implemented changes in to the ERP system.

Sr. Pricing Analyst

Wells Vehicle Electronics

• Identified and presented existing costing methodology for departments.
• Developed new costing methods to breakdown work center detail.
• Set up costing system to accommodate changes.
• Documented department processes assigned by the Director of Finance.
• Provided ongoing NAFTA support.
• Provided IT functional specifications for financial processes done in Access and Excel.
• Built and updated JSOX documentation, including audit support.

Staff Accountant - Independent Contractor

•	Assess and maintain costs for over 45,000 SKU’s
•	Report costs and variances by product line for monthly financial statements
•	Forecast monthly changes for reserves and income statement accounts
•	Research inventory transactions and propose solutions to eliminate errors and accountability
•	Develop labor and burden rates for the fiscal year by department and work center
•	Prepare annual departmental budgets with input from the department managers
•	Audit daily inventory transactions and process monthly inventory related journal entries
•	Train personnel in system and accounting processes
•	Enhanced procedures for annual cost roll to increase accuracy of standard costs for over 200,000 part numbers
•	Reconciled WIP account from $350,000 credit to $50,000 credit
•	Refined annual blanket NAFTA procedures and improved accuracy of information delivered to customers
•	Streamlined scrap reporting and month-end processing of journal entries to reduce closing from 7 days to 4 days
•	Established procedures and reports to standardize information from all locations to obtain more accurate and timely information

Staff Accountant

Grede II, LLC

• Determined monthly production, inventory and shipment goals based upon available orders
• Improved and maintained on-time delivery to customers from 35% to 71%, with two largest customers at 100%
• Reviewed and rectified inventory discrepancies
• Supervised schedulers and customer service representatives
• Computed cost of expedited orders requests
• Provided secondary review of customer contracts/purchase order terms
• Managed customer order needs during shutdown and transfer of work from old plant to new plant
• Evaluated monthly results versus goals and reported results and improvements for future to Plant Manager and Executive Leadership Team (ELT)

Production Control Manager

• Oversaw Accounts Receivable/Payable departments on daily dealings
• Fixed general ledger account numbers and provided reconciliation of Accounts Receivable/Payable accounts
• Conducted review of accounts past due and resolved open issues, reducing overall past dues from 25% to 7%
• Maintained pricing change records & rates used for costing purposes
• Forecasted weekly bank reporting for location to Corporate personnel

Accounts Receivables Lead/Cost Accountant

• Reviewed 1,500+ products to ensure all cost components are accounted for in manufacturing costs
• Analyzed margins and championed price changes to customers
• Informed customers of and implemented metal surcharge changes
• Coordinated with Industrial Engineers to fix incorrect part information in system

Cost Accountant

• Generated production reports and analyzed for General Manager & Controller
• Handled weekly delivery conference call with second largest customer
• Conducted bi-weekly backlog meeting with supervisors
• Aided shipping department with improving shipping performance and reducing paperwork errors
• Trained multiple new employees in different areas throughout organization
• Created and tracked charts for daily accountability meeting

Quoting/Special Projects Coordinator

• Generated pricing for customers
• Updated system with quoted pricing
• Resolved pricing disputes between customers and company
• Created and tracked new product quotations for 2 divisions

Quoting Coordinator

Citation Corporation

• Created invoices for products and services provided to customers
• Obtained and applied payments received
• Contacted customers for payment status 
• Researched and analyzed customer concerns
• Set up new customers in system and created new customer files
• Reviewed and uploaded payroll files for ADP processing
• Trained other divisions upon implementation of company-wide system

Accounts Receivable Clerk

Purdue University

• Coordinated open tournament entries and traveling plans
• Updated statistics board continuously throughout season
• Communicated with website creators to update website
• Assisted with making home meets run smoothly

Wrestling Manager

SPX Corporation

• Reconciled statements with purchase invoices and receipts for four major suppliers
• Interacted with suppliers and buyers over the phone on inquiries involving their respective accounts
• Assisted with maintenance of problematic statements and credits

Accounts Payable Clerk

Social Security Administration

• Requested and recorded wages for determining eligibility for Social Security Insurance
• Generated and obtained accountability documents
• Observed and participated in agency’s interactions with public

Social Insurance Internship Trainee

• Created program for easier loading of pricing into company-wide system
• Recorded daily Direct Delivery Orders
• Handled crediting and rebilling of customers

Data Entry Clerk/Pricing Analyst Assistant

Costing Chaos Controller 💲Guiding Manufacturers Seeking Costing & Profitability Improvements OUT of Financial Chaos to Financial Control 🏭 Financial Analysis – Forecasting – Budgeting – Inventory – Costing 📈

It’s the 15th of the month, and you’ve just gotten word that the business reports for the prior month are available.  Now what?  Do you…
       🅐 Spend the entire day going through each line, struggling to figure out what it means or what you should do with them, at the expense of other activities that need your attention?
       🅑 Put them on a pile to review later, hoping you’ll have time to go through them before the month ends (but knowing that you probably won’t)?
       🅒 Get my monthly results by the 15th?  Nah, I’m flying by the seat of my pants!

There is a lot of uncertainty and complexity when it comes to running a manufacturing business and it can be scary to look at the numbers each month.  I started Blue & Gold Accounting Services to help manufacturing business leaders navigate financial complexities and achieve sustainable growth.

As the Costing Chaos Controller, I take manufacturing leaders who are tired of:
	⚠️ Unchanging/decreasing business profits
	⚠️ Uncertainty around costs and expenses of manufacturing
	⚠️ No time, energy or desire to look at the financials
	⚠️ Prioritizing the financials to the detriment of other critical business areas

And are ready to experience:
	🏅 Long-term plans for company growth
	🏅 Consistent, predictable costs and results
	🏅 Time back to spend on enhancing other business areas
	🏅 Peace of mind and excitement of what’s to come

Drawing on 15+ years of experience in cost accounting, operations and financial analysis, I work closely with manufacturing leaders to understand their unique needs and challenges, providing clarity by unraveling financial chaos, empowering leaders to make informed, strategic decisions.  Whether it's streamlining costs or boosting profits, managing inventory or planning budgets, I'm all about providing customized solutions that bring tangible results and set you up for long-term success.. 🚀 

Outside my professional life, I enjoy solving puzzles, reading books, having dance and Lego-building parties with my husband and kids, cheering on our favorite sports teams and racers, and spending time with family. 👨🏻‍👩🏻‍👧🏻‍👦🏻 Among soccer, basketball and gymnastics, we enjoy breaks by traveling to Disney World or to visit family around the country. 🏰 🚗

It's time to regain control of the chaos. Whether you're looking to streamline your financial operations, improve profitability, or chart a course for long-term success, I'm here to help you navigate the journey with confidence and clarity.  📨 Send me a message to learn more, or click the link above to book a call! 📞

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