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

Tetr College of Business

Visiting Instructor

Anarchy Data

Chief Executive Officer

Full Stack Modeller

Instructor

Wake Forest University

Adjunct Instructor

Excel.TV

Chief Operations Officer

DataKind

Data Science Manager

Dealer Tire

Data Scientist

LinQuest

Analytics Consultant

Booz Allen Hamilton

Operations Research Analyst

I left NYC where I’d lived for the 6 years, the place where I had gotten divorced, found love again, started a business, became an EMT…

I moved to Lisbon, Portugal 

And become a “digital nomad”

Today, my number #1 goal is to automate my business so that I can retire early 

My results:

→ 30k+ people following my journey on LinkedIn
→ 3M+ impressions in the last 2 years
→ $750k+ in self-employed income
→ Entirely bootstrapped
→ Zero advertisements

Who am I? 

🌎 My work has taken me all over the world. I have presented to generals at the Pentagon and to NATO in Kabul, Afghanistan. I have completed projects with the UN, World Bank, and Habitat for Humanity.

📈I have held operations research, data science, and project management roles. 

📖 I am the author of Data Smart (Wiley 2023), Becoming a Data Head (Wiley 2021), Dashboards for Excel (Springer Apress 2016), and Advanced Excel Essentials (Springer Apress 2015).

🎓I have ADHD but learned to channel it into organized and focused energy. 

🚑I was an emergency medical technician. I served during the pandemic in NYC.

🌭I’m obsessed with Hot Dogs. I have a tattoo of a Chicago-style hot dog on my arm.

🚸I am a twin. My mom is a twin. And my twin sister has twins.

👉You can follow my digital nomad journey on Instagram @jordangoldmeier


~ Bio for the search engines
Jordan Goldmeier is one of the leading global minds on analytics and data visualization. He is an entrepreneur, author and speaker. His works include Dashboards for Excel, Advanced Excel Essentials, Becoming a Data Head, and Data Smart (2nd Ed). He has received the prestigious Microsoft Most Valuable Professional Award for a 13th year. Jordan served as a volunteer Emergency Medical Technician and taught analytics at Wake Forest University.

Jordan Goldmeier

Introducing Harbor… It’s Cursor AI for Excel.

It does all the things Excel can’t.

I’m not building a competitor to Excel, I’m building a companion tool for power users. Harbor strips away everything that gets in the way of heavy formula creation and editing, letting you focus purely on problem-solving.

What Harbor can do today: 

• 𝐅𝐨𝐫𝐦𝐮𝐥𝐚 𝐋𝐢𝐧𝐭𝐢𝐧𝐠: Harbor flags malformed formulas: stray commas, missing parentheses, and more.
• 𝐑𝐞𝐬𝐮𝐥𝐭𝐬 𝐏𝐫𝐞𝐯𝐢𝐞𝐰: See the result before committing it to a cell.
• 𝐄𝐫𝐫𝐨𝐫𝐬 + 𝐖𝐚𝐫𝐧𝐢𝐧𝐠𝐬: Identify issues in your formula before Excel ever sees it.
• 𝐒𝐲𝐧𝐭𝐚𝐱 𝐒𝐮𝐠𝐚𝐫: Use visual cell “chips” to clearly identify references in formulas.
• 𝐅𝐨𝐥𝐝𝐢𝐧𝐠: Fold long formulas in the editor for easier navigation.
• 𝐃𝐞𝐩𝐞𝐧𝐝𝐞𝐧𝐜𝐢𝐞𝐬: Instantly see which cells depend on the one you’re editing.
• 𝐂𝐨𝐦𝐦𝐞𝐧𝐭𝐬: Add inline and block comments directly to formulas.
• 𝐀𝐈 (𝐂𝐥𝐚𝐩𝐩𝐲): Your Office assistant (not a paperclip) 😉

𝐖𝐡𝐚𝐭’𝐬 𝐜𝐨𝐦𝐢𝐧𝐠 𝐧𝐞𝐱𝐭:

• 𝐅𝐨𝐫𝐦𝐮𝐥𝐚 𝐀𝐮𝐝𝐢𝐭𝐢𝐧𝐠: Trace dependency chains to understand why something isn’t working.
• 𝐈𝐧𝐭𝐞𝐫𝐦𝐞𝐝𝐢𝐚𝐭𝐞 𝐖𝐢𝐧𝐝𝐨𝐰: Test formulas without using a spare cell or leaving the editor.
• 𝐕𝐚𝐥𝐮𝐞 𝐈𝐧𝐣𝐞𝐜𝐭𝐢𝐨𝐧 + 𝐔𝐧𝐢𝐭 𝐓𝐞𝐬𝐭𝐢𝐧𝐠: Inject temporary values while testing; run validations across financial models.
• 𝐑𝐞𝐟𝐚𝐜𝐭𝐨𝐫𝐢𝐧𝐠: Update formulas across hundreds of files, rename fields, rebuild tables — without opening them.
• 𝐃𝐢𝐟𝐟𝐢𝐧𝐠: Track changes and revert steps.
• 𝐀𝐝𝐯𝐚𝐧𝐜𝐞𝐝 𝐒𝐲𝐧𝐭𝐚𝐱 𝐒𝐮𝐠𝐚𝐫: Use NumPy-style references (A1:A100)[1, 2] instead of INDEX(A1:A100,1,2).
• 𝐒𝐚𝐯𝐞 𝐭𝐨 𝐄𝐱𝐜𝐞𝐥: Currently in progress.
• 𝐏𝐨𝐰𝐞𝐫 𝐐𝐮𝐞𝐫𝐲 𝐒𝐮𝐩𝐩𝐨𝐫𝐭: AI-generated M code, injected directly into the file.
• 𝐋𝐢𝐯𝐞 𝐨𝐧 𝐃𝐞𝐬𝐤𝐭𝐨𝐩: Web-first for testing; desktop is next.
• 𝐍𝐚𝐭𝐢𝐯𝐞 𝐀𝐈-𝐃𝐫𝐢𝐯𝐞𝐧 𝐒𝐜𝐚𝐟𝐟𝐨𝐥𝐝𝐢𝐧𝐠: Training on the XML behind financial models to scaffold workbooks in your style using your own structures and data.

I’m looking for beta testers who understand this is a work-in-progress — and don’t mind breaking things.

If you’re interested, sign up here: https://lnkd.in/e9-3t4HP

𝐎𝐊 𝐛𝐮𝐭… 𝐢𝐬 𝐭𝐡𝐢𝐬 𝐚𝐧 𝐄𝐱𝐜𝐞𝐥 𝐜𝐨𝐦𝐩𝐞𝐭𝐢𝐭𝐨𝐫?

No. About 1–3% of the 750 million Excel users are true power users. Excel isn’t built for us. Harbor does the heavy lifting outside Excel and refactors those changes back into your Excel files.

The browser is both a development platform and a viewing space. But heavy web dev happens outside the browser, in a dedicated tool like VS Code or Cursor. Harbor is that tool for Excel.

Entrepreneur | Event Producer | Author | Microsoft Excel MVP

It’s funny to hear people debate what they should learn. 

If you’re going to build anything you’ll have to learn PowerShell, Git, React, TypeScript, SQL, Python and more. 

The answer is learn them all. 

Or use AI 😂

taplio

The Battle

Tony Wilson, CPA, CMA

Jordan Goldmeier

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taplio

The Battle

Tony Wilson, CPA, CMA

Jordan Goldmeier

Followers

Posts

Engagements

Likes

Performance Score.css-goub6s{font-size:var(--chakra-fontSizes-md);font-weight:500;color:var(--chakra-colors-gray-600);display:block;margin-top:var(--chakra-space-1);}Jordan Goldmeier's LinkedIn Performance

Ready to grow your LinkedIn presence?

Performance ScoreJordan Goldmeier's LinkedIn Performance