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

Kathy~ Svetina 🧩

NewCastle Finance

Working with business owners who need financial and strategic business guidance, but are not there yet to invest in a full-time CFO to support their business. Specializing in FP&A work. 

Businesses supported: 
☑️ 10M+ in revenue
☑️ in growth mode

 I also love supporting women-owned businesses.

Help! My Business is Growing 

Have a business that’s growing and you're both excited and terrified at the same time? This is a podcast for you! You'll get actionable advice on how to grow a business in a way that is healthy and sustainable - because everything you do in your business ends up in your finances.

Chief of Curiosity / Podcast Host

Gartner

Peer Community is a platform for verified executives in various industries who can ask questions and get answers from their peers. It’s an in-between of LinkedIn and Quora (Q&As + polls) but with a built-in network of peers in the same industry.

Peer Community Ambassador 

ProVisors

The largest and fastest growing professional networking organization exclusively for Trusted Advisors.

Member

Discover Financial Services

I was a part of the Student Loan organization and was responsible for forecasting, budgeting, reporting, and long-range planning of $44MM Student Loans Operations Organization. I partnered with executive management and HR team to identify known and emerging business needs. 

⚡ I led a cross-functional team of business leaders to establish processes to develop and automate systems in order to improve operational efficiency and enhance the customer experience.

————
Discover Financial Services (DFS) is a financial services company with $11 billion in revenue. DFS owns and operates Discover Bank, which offers checking and savings accounts, personal loans, home equity loans, student loans and credit cards.

Finance Lead, Financial Planning & Analysis (FP&A) - Consumer Banking, Student Loans Operations

Wolters Kluwer

I was a part of the Global Shared Services Organization in the role of a finance advisor to the global Executive team. I served in the capacity of Finance Manager and Director.

⚡ I was a finance lead for a multi-year offshoring and outsourcing project initiative and partnered with divisional CEOs and CFOs to deliver $50MM in EBITA savings.

Shared Services Groups supported: 
✦ Executive Team (CEO, CFO) 
✦ Sourcing
✦ Offshoring
✦ Risk Management 
✦ Real Estate 
✦ Quality Assurance 
✦ Tax 
✦ Corporate Strategy
✦ Legal
✦ IT

————
Wolters Kluwer N.V. is a Dutch information services company with $5.2 billion in revenue. They are a global provider of professional information, software solutions, and services for clinicians, accountants, lawyers, and tax, finance, audit, risk, compliance, and regulatory sectors.

Finance, Financial Planning & Analysis (FP&A) - Global Shared Services

Partnered with Client Service leaders to develop budgets for $115MM revenue, $100MM costs with deferrals, and headcount of 900 FTEs and contractors. I also provided detailed business cases and financial analysis related to revenue wins and losses to Sales and Marketing teams.

⚡ Served as Finance and Accounting liaison on the company-wide ERP implementation project

Financial Analyst - HR BPO, Point Solutions Client Services

Served as Finance Lead on the Strategic Review Board; reviewed contracts over $1MM and provided guidance to the CEO, CFO, and Head of Sourcing regarding staffing, operating budgets, capital costs, and projected revenues. I was responsible for budgeting, forecasting, identifying variances, and mitigating shortfalls of annual $80MM IT operating expenditures. 

⚡ Directed a team of five in the accounting implementation of a $16MM Microsoft conversion contract.

Financial Analyst - IT services 

Maintained balance sheet items - cash and payroll accounts, securities and investments, intangibles and goodwill. Performed global balance sheet consolidation elimination process and worked with international offices to resolve inter-company variances. Provided analysis for the SEC 10-Q and 10-K reports. 

⚡ Trained accounting teams in Europe and India on accounting transactions processes and directed and mentored a summer intern

Accounting Analyst - Corporate Controllership

DePaul University

Processed scholarships, supervised staff and acted as Procurement Officer. 

⚡ Trained employees on financial procedures

Interim Operations Manager

Managed financial reports and records for operating budgets and oversaw financials for university events.

Accounting Associate

Fractional CFO for women-owned businesses with $1M-$10M in revenue who are tired of flying blindly when making financial decisions 🧩 Financial Puzzle Solver 🧩 Grow a financially healthy & sustainable business

As a Fractional CFO I put together a structure and a plan for finances so that the business can grow in a healthy and sustainable way. 

I’m committed to providing growing small businesses the same level of financial insights and strategy that are typically reserved only for larger corporations. And I love supporting women-owned businesses. 

𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬𝐞𝐬 𝐈 𝐬𝐮𝐩𝐩𝐨𝐫𝐭: 
➡ small businesses with $10M+ in annual sales
➡ in growth mode 

𝐖𝐚𝐧𝐭 𝐝𝐞𝐭𝐚𝐢𝐥𝐬 𝐨𝐧 𝐡𝐨𝐰 𝐰𝐞 𝐜𝐚𝐧 𝐰𝐨𝐫𝐤 𝐭𝐨𝐠𝐞𝐭𝐡𝐞𝐫? 
Visit www.newcastlefinance.us

_______________
Aside from being a Financial Puzzle Solver 🧩, I am a bit of a Renaissance woman, a European living in Chicago, cat lover, Audible and podcast addict, and - no surprise here  - enjoy my giant collection of puzzles and Legos.

taplio

The Battle

Tony Wilson, CPA, CMA

Kathy~ Svetina 🧩

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