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

UNC Health

Application Analyst

Kaiser Permanente

Advice Nurse

Valley Health - Page Memorial Hospital

• Assist administrator with day-to-day operational aspects of the surgical services while ensuring an ethical and safe environment that promotes high quality and efficient patient care. 
• Supervise the daily operations of operating room staff, maintain proper inventory of resources (supplies, trays, implants, etc.), manage the surgical schedule, and oversee a proper sterilization process. 
• Build and maintain meaningful relationships with staff members in the operating room, PACU, anesthesia, and surgeons. 
• Provide clinical guidance to nursing staff to increase efficient patient flow and quality of care. 
• Ensure appropriate decisions are made to meet service, quality, and utilization of resources. 
• Collaborate with administrator and physicians to meet key strategic objectives of efficiency, quality, and service.

Charge Nurse - Surgical Services/Infusion, EPIC (EHR)

Rockingham Memorial Hospital

• Manage and provide nursing care to patients that require open heart surgery requiring complex assessments, interventions, and levels of nursing vigilance.

Registered Nurse - Cardiothoracic Surgical Services, EPIC (EHR) 

• Delivered care to laboring women of term and preterm gestations and performed first or second assistant in cesarean sections. 
• Managed high risk obstetrical conditions including preeclampsia, gestational diabetes, and multiple fetuses by following doctors’ orders and hospital protocol. 
• Performed pre, intra, and post-operative care of patients undergoing cesarean section, rescue cerclage, cerclage removal, dilatation, and curettage. 
• Delivered appropriate interventions to newborns by reading and interpreting fetal heart rate monitoring. 
• Educated new parents on proper infant care such as vital signs, breastfeeding, and bathing. 
• Provided care for women and baby on administered medications, obtained specimens, and blood by heel ticks. 
• Performed routine physical assessments, initiated IV start, and provided IV therapy.

Registered Nurse PRN - Family Birthplace, EPIC (EHR)

• Provided surgical patients requiring a surgical procedure that requires moderate to complex assessments with perioperative care in recovery, procedure, and operating rooms. 
• Stocked operating rooms with sterile surgical equipment, linens, and supplies. 
• Developed and implemented nursing care plans for surgical patients while maintaining a high level of nursing vigilance. 
• Prepared patients for surgery by cleaning and disinfecting areas to be operated on.

Registered Nurse - Surgical Services (General OR), EPIC (EHR)

Winchester Medical Center

• Served on-call and checked on patients, administered medications, cleaned, fed patients, changed linens, and performed other duties as needed to ensure the proper health and fitness of patients was maintained. 
• Completed check of the health of the patient through observation of blood pressure, body temperature, patient history and symptoms. 
• Provided report of patient to the referred doctor and contacted proper authorities as needed with emergencies.

Registered Nurse PRN - Home Health, OASIS (EHR)

Sentara RMH Medical Center

• Created a discharge list in the EPIC playground operating system to improve physicians’ workflow in being able to view the number of patients served per shift.

Student Practicum EPIC Analyst 

Page Memorial Hospital

• Provided care for primarily adult patients before and after surgical procedures including patient education, pain management, case management, discharge planning, and other interventions to restore or maintain patients’ physical and psychosocial health.
• Attended to patients who are being treated with pharmaceuticals to manage illness.

LPN, Med-Sure/PCU, Meditech (EHR)

Strategic and analytical information systems professional with 18+ years of experience working in healthcare business and clinical operations. 

  Proven track record of quickly learning how to develop, test, maintain, install, and deploy Epic’s OpTime and Anesthesia modules along with providing support to related applications and technologies. 

  Calm and level-headed with the ability to function effectively in a fast-paced environment while meeting goals in a timely manner.
 
  Seeking an EPIC Optime/Anesthesia Analyst Role to continue my career within information systems working with internal and external customers to determine operational and clinical needs of an application to provide patients with the highest level of care.

taplio

The Battle

Tony Wilson, CPA, CMA

Becky P.

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