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

40 Under 40 CPA Practice Advisor | Top 50 Women in Accounting | Helping B2A (Business to Accountant) companies and accounting firms increase their impact, influence, and income through leadership marketing. 👇

Desire to find and start conversations with your ideal clients? 
Grab my guide and get all the details: https://leaders-online.com/4cprocess/

Who am I?
Helping B2A (Business to accountant) companies and accounting firms increase their impact, influence, and income through leadership marketing. 
 ➤ Build a strong personal brand and grow a network of engaged followers. [Influence]
 ➤ Produce content that reaches the right people and positions you as an authority. [Impact]
 ➤ Gain access to leadership and business opportunities. [Income]

Outside of work, you'll catch me spending time outside or riding my horses. 🐎

Why become a thought leader?
 Now more than ever, an online presence is key to succeeding in business. Positioning yourself as a thought leader online enables you to gain access to the opportunities you desire while building trust with the people you serve. 

Who I work with:
✔ Accountants
✔ CPAs
✔ Coaches and consultants that serve the accounting industry
✔ R&D Tax Credit Firms
✔ SaaS companies that offer solutions to the accounting industry 

How I’m different.
Having spent the past 10 years working in marketing, sales, accounting, I have a unique perspective on the intersection between positioning, selling, and running profitable businesses. While working for one of the largest corporations in America, I saw firsthand how many firms missed out on business opportunities because of their lack of online presence, and I don’t want that to happen to you.

When it comes to thought leadership, there's not a one size fits all approach. I've built my online reputation from the ground up and know how to help you do the same.

Together, we’ll increase your influence, impact, and income. 

How it works.
1. Schedule a discovery session.
2. Together, we’ll build a plan that helps position you as a thought leader in your industry, sets you up to have access to the leadership opportunities you desire, and places you in front of your ideal clients. 
3. We’ll support your efforts. From coaching calls to helping you manage your ongoing efforts, we’re with you every step of the way.

Ready to get started? 

Make an appointment here: http://leaders-online.com/

taplio

The Battle

Tony Wilson, CPA, CMA

Katie Thomas, CPA

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