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

How a Michelin-star potato changed how I think about business.

I went to a Michelin restaurant for my birthday.

It was one of the most memorable food experiences I’ve ever had.

One dish in particular blew my mind.

They serve a hot-and-cold potato.
Hot on the outside.
Cold on the inside.

In 34 years, I’d never really thought about temperature as a variable in food.

But that one detail completely changed the experience.

And it got me thinking, what's the one variable people overlook in accounting firms?

Everyone knows clean books, solid systems, and accurate numbers are important.

But what gets missed?

For me, it's timing.

Month-end reports tell you what happened after the fact. By the time you see the numbers, the decisions are already behind you.

Real-time or near real-time financials change that. When you can make decisions with fresh data, a whole new world of opportunities opens up.

Same data.
Different moment.
Totally different experience.

In accounting, timing is a variable that can completely alter the outcomes.

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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. 

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

I’ve been obsessed with the Japanese concept of umami.

Umami roughly translates to “the essence of deliciousness.”

It’s about balance, subtlety, and drawing out the natural qualities of good ingredients.

Nothing jumps out.
Nothing feels forced.
Everything works together.

That's exactly how I want to come off to my clients.

Not as a firm offering a collection of services.
But as an overall experience.

Most accountants try to create value by adding more. Deliverables. Dashboards. Meetings.

But "more" doesn't always mean "better".

A great service gives clients peace of mind.

It feels like everything is under control.
Like problems surface early.
Like decisions are easier than they used to be.

Clients don’t experience that as individual actions but as a whole.

Nothing flashy.
Nothing missing.

Just a sense that the business finally makes sense.

That’s the standard I care about.

That’s umami.

One of the most common mistakes I see in growing firms:

Confusing capacity with capability.

Just because you have time doesn’t mean you should take the work.

This usually doesn’t show up as a big decision.

It shows up in small moments.

You start with a tight core: Monthly accounting. Clean closes. Clear reporting.

Then something extra sneaks in.
“Can you help with sales tax?”
“Can you take care of payroll too?”
“Can you just fill this out?”

You look at the calendar.
There’s space.
So you say yes.

Nothing breaks right away.

But now there’s:
• Another checklist someone has to remember
• Another exception that doesn’t fit the process
• Another handoff that only one person understands

And slowly,
Month-end takes longer.
Reviews require more context.
Mistakes are harder to catch.

That’s the difference between capacity and capability.

Capacity asks if you can squeeze it in.

Capability asks if this is something you want to be excellent at, every month, for every client.

Strong firms don’t decide based on open hours. They decide based on what they want their work to look like when things are busy.

If the work pulls you away from what you want to be known for, it doesn’t belong in your scope.

Has anyone done their ChatGPT 2025 year in Review?

I loved mine! 

Show me yours.

Just in case you missed our awesome conversation with two Intuit rockstars!

Link is below.

Partner and COO | Tech-Loving Accountant | Father of Four

A few weeks back, Tailor Hartman and I sat down with Karla Uribe and Jaclyn Anku from Intuit to discuss the brand-new Intuit Accountant Suite and the overhaul underway for the ProAdvisor program.

https://lnkd.in/gGvjFjNG

Director of Client Accounting Services (CAS) | CPA | Scaling Operations, Pricing Strategy, Process Design & Tech Innovation in Accounting

I'm down in Cerritos Mexico for a friend's wedding (CONGRATS Megan Leesley, CPA & Campy!!) 🥂 

I’m normally a high velocity traveler. But after Japan & Taiwan, I was in need of slower down time. Mexico beach time was perfect for that. ⛱️ 
 
I spent Sunday morning by the pool, catching up on the stacked-up newsletters in my inbox. I’m an aggressive Unsubscriber, so the ones that accumulate are ones I really value. Sharing some of my favorites:
 
💠 Career Hack - Cassie Divine - this fills this gap I didn’t realize I had when thinking about the less tangible elements of professional work and leadership from a FEMALE PERSPECTIVE, and ultimately in a way that is deeply integrated with life. I feel heard and learn new approaches to thinking about self and interpersonal relationships.
 
💠 AEG Performance & Coaching - Todd Greider, ACC - I don’t recall how I came across Todd’s newsletters, but I remember the first one being so timely leading up to my first large speaking engagement. His topics are often about MINDSET. The elements he talks about are so in alignment with the way I think about things, and he elevates those ideas to a level that gives me stronger groundedness and focus on those values.
 
💠 The CAS Cache - 💸 Luke Templin - he always hits on CAS INSIGHTS that are super relevant for building CAS and developing advisory services. He shares personal stories, experiences, and analogies that make things understandable and approachable. He does this is in speaking sessions on CFO/FP&A topics too. 
 
💠 The Net Effect - Tailor Hartman - super clear, practical takes on FIRM RUNNING. He puts words to things I’ve dealt with but never really named, and once he spells it out, it just clicks. He has great takes on firm operations and client interactions. They’re short, too. He sticks to one main point, so it’s easy to keep up with. It’s a quick read but ends up having way more impact than you’d expect for something you can read in just a few minutes.

John Wazydrag, CPA

Collective

Tax Compliance Manager

Senior Tax Associate

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/jwazydrag
For business inquiries: john@equivion.com

Partner

Plante Moran

Tax Staff

Tax Intern

STP Enterprises Inc.

Accounting Intern

Seasonal Tax Intern

Accountant, Writer, & Creator | Former CPA Firm Owner | 6+ years in accounting 😎

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/jwazydrag

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

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