In this special episode, we have the pleasure of chatting with Tony Wilson, a CPA and CMA with a passion for simplifying bookkeeping for freelancers and business owners. We'll dive into the critical role that bookkeeping plays beyond tax preparation and discover how it can be a powerful tool for making informed decisions, optimizing financial health, and avoiding common pitfalls that can sink a growing business. From the real costs and value of hiring a professional bookkeeper to strategies for maintaining your books without breaking the bank, Tony offers his expert advice and sheds light on his program "Tax Ready Freelancer." Whether you're just starting or looking to take your business finances to the next level, this episode is a treasure trove of actionable tips. So, buckle up as we learn to navigate the financial storytelling that can transform the way you understand and manage your business's finances.

 

Tony Wilson is a Certified Public Accountant (CPA) and Certified Management Accountant (CMA) with a passion for entrepreneurship. Since starting his first photography business in college, he knew his passion was to provide the framework for entrepreneurs to succeed. After nearly a decade combined in public accounting and Corporate America, Tony launched Accquip, an education-oriented fractional CFO and outsourced accounting services provider serving software development agencies and bootstrapped SaaS companies. By helping these tech-savvy entrepreneurs understand their numbers, Tony empowers founders with the finance and accounting acumen to make key business decisions.

 

Website: www.Accquip.com  LinkedIn: https://www.linkedin.com/in/tony-wilson-cpa Tax-ready freelancer course: https://www.accquip.com/a/2147746288/9NJQ4ELV

 

What you'll hear in this episode:

04:17 Monitoring progress leads to proactive adjustments for success.

10:01 Begin S corp conversation at $50,000 profit.

11:08 Financial awareness empowers entrepreneurs to make decisions.

14:45 Specialist should have experience in your industry.

 

If you like this episode, check out:

The Power of Diverse Mastermind Groups for Comprehensive Growth

How to Break Free from the Corporate 9 to 5

Best Ways to Negotiate Business Deals

 

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Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ

Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/

 

The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.