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

Birch Event Design

Birch Event Design is one of the nation's top event design companies that specialize in outrageously elegant, outrageously memorable events.

Major Accomplishments:
-	Reduced COGS by over 35% via direct importing
-	Developed a pricing and costing model to efficiently price complex large events while ensuring profitability
-	Ensured profits and other KPI’s consistently trended positively
-	Procured premier, fresh-cut flower sources that separate Birch from the competition
-	Secured below-market property leases with favorable terms and options
-	Maintained an exceptionally low SUTA rate throughout
-      Recruited and developed an all-star team
-      Negotiated large unsecured lines of credit with favorable terms and no personal guarantees
-      Strategically positioned the company as a premier mid-market firm that is desirable to work for, in order to help recruit and retain the best talent

C Suite Executive (CFO|Operations|HR|Admin)

Baby Blue Stores

Baby Blue Stores is a retail chain of fashionable women’s apparel boutiques targeting a sophisticated urban demographic. 

Major Accomplishments:
-	Reduced payroll as a percentage of sales by 23% and consistently maintained that KPI
-	Implemented a new retail management system and company-wide point of sale system
-	Hired and trained key employees
-	Implemented a new store-opening protocol to enable the chain to seamlessly open new stores and 
ensure smooth transitions
-	Reduced COGS significantly by renegotiation of terms with vendors
-	Implemented workflow-efficiency systems that have simplified operations
-       Streamlined and standardized the accounting process in order to track and monitor KPIs on a  
         timely basis

Controller and Operations Lead

The Oved Agency

I was an independent property and casualty and life and health insurance broker. In that capacity, I acquired many different skills and a broad knowledge of business in general, especially risk management.

Insurance Broker

I’m a corporate professional with one goal: ensure my company runs as profitably and sustainably as possible.

Using skills developed over two decades, I spend my days assuring maximal results in each of the following areas: 

• Pricing and costing
• Human resources
• Accounts payable & receivable
• Purchasing 
• Labor management
• Risk management
• Negotiations
• Accounting & Finance 
• Business strategy
• Problem solving

Currently, I serve as a C-suite executive (wearing a few hats) for Birch Event Design, a high-end event design & production company specializing in outrageously exquisite, outrageously memorable events.

I’m proud to know my strengths—and use them: 
→ I make quick, strategic decisions
→ I peel through layers of gibberish and irrelevance to get the root of the issue
→ I pick up new tricks fast
→ I shepherd critical projects from concept to execution with lots of leadership...but no micromanagement.

I believe that an outstanding senior executive always looks at the big picture. I work hard to keep my eye on the ball, constantly evaluating and considering what benefits the business at large. I strive to create an enviably pleasant work environment, facilitating collaboration between employees with different strengths while maintaining high production levels.

My greatest asset? My broad business background. I’ve developed expertise in numerous fields—including legal, tax, insurance and risk management, real estate— and I find myself applying these skills at every business crossroad. Having worked for businesses of highly varying natures and scopes, I’ve learned to customize my management using a what-benefits-THIS-company model.

My most favorite things? Reading (insatiable literary appetite), learning new things (total weakness for conferences, webinars, anything that will ramp up my skills), and spending time with my family. Oh, and jet-skiing. 

Specialties: Business strategy, negotiating, costing, administration, systems implementation, team development, and cost-cutting.

taplio

The Battle

Tony Wilson, CPA, CMA

Oved Lib

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