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.

--

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

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

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.

No alternative text description for this image

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 😌

If I were a new accountant entering the profession today, I wouldn’t worry too much about technical skills.

GAAP matters.
Accuracy matters.
Clean books matter.

But let’s be honest, everyone’s technically strong nowadays. Every firm can reconcile accounts and every accountant can close the month.

And with AI taking over more of the repetitive work, the “technical edge” is shrinking fast.

So what actually sets you apart now?

• Clarity
• Empathy
• Communication

Your ability to help clients make important decisions.

The role of the accountant is evolving.

Clients don’t need someone who just fills cells on an Excel sheet.
They need someone who can interpret the numbers.

Someone who can explain what’s happening, talk them through moments of uncertainty, and help them zoom out when they are too close to the problem.

Soft skills are becoming more important every day.

AI can close the books.
Automation can categorize transactions.

But neither can sit with a stressed-out founder and guide them through a hard decision.

Technical skills get you in the door.
Soft skills keep you in the room.

If you want to stand out in the next decade of accounting, get better at the part that can’t be automated:

Being a real partner.

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 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.

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?

Did you miss our session last week online?

No problem!

Marlie Rumsey, Rozlynn Yong, Jessica McCracken and I talked running firms and using Intuit Products to become even better.

Here's the link: https://bit.ly/48wR39y

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

taplio

The Battle

David Rogowiec

Tailor Hartman

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The Battle

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Tailor Hartman

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