Meet Tailor Hartman one of our 2023 Top 25 Up-N-Coming Proadvisors
Tailor Hartman
Tailor and his team over at Celerity Accounting specialize in outsourcing accounting and fractional CFO services for Quickbooks Online & Netsuite using businesses. They focus on communication, automation, and simplifying financial data for their clients.
He started in private accounting and wanted to work with lots of interesting companies so he joined BDO, from there he got his CPA and eventually started his firm.
A proven problem solver who loves to stay up-to-date on new tech. We sat down with Tailor to get his thoughts on being a Top 25 Up-N-Coming ProAdvisor, his journey, path to success, and constant evolution to give their clients the best value.
Celerity Accounting
Give us a snapshot of your business.
We specialize in outsourced accounting and fractional CFO services for Quickbooks Online & Netsuite using businesses between 1 to 30 million in revenue per year. We focus on really great communication, automation, and simplifying financial data for our clients..
Share your personal journey in the accounting industry
I went to school to be an accountant because I knew it was the "language of business" and I knew it would take me farther than a standard business degree. After that I worked my way up from AP clerk, accountant, senior accountant and then into public accounting. So I've worked in every aspect and really built my accounting experience over the last 12 years.
Why did you become a QuickBooks ProAdvisor?
The perks! and so I could show up on the directory.
Do you have a niche that you focus on or do you have a particular service that is key to your practice?
QBO And Netsuite businesses between 1-30 million in revenue. I love to offer fractional controller work + bookkeeping. I like to be the one-stop shop for financial accounting.
What are your main goals for yourself or your business for 2024?
To grow to 35 solid clients from 22 and keep the quality of work and communication level that we're so proud about.
Discuss any notable trends or changes you've observed in the accounting industry.
A huge shift towards tools and automations! Which is my forte so I'm happy about it.
Share your thoughts on how these trends may impact accounting professionals.
I think it's going to require all accountants to become more technologically advanced to maintain their clients. For example, with QB desktop going partially away, many firms are going to be forced to move to a cloud-based system and new tools.
Share some best practices that have contributed to the success of your firm.
Having really good client-facing experience and focusing on communication and quality work has helped differentiate my firm. We get a lot of clients from firms that aren't communicating well and aren't focused on doing good work.
Discuss any innovative approaches or strategies that have proven effective.
Building my personal brand to help sell my firm a bit more. My authority has helped build my firm's reputation and it's been a good move for me. Also focusing on niche software(s) has helped sell to clients.
Identify common challenges that accounting firms face, and how does your firm address them?
Hiring is the main issue most firms are facing and I'm in the same boat. It's tough to find people that fit with the culture, want to work, and who want to do accounting-type work.
What are your insights into overcoming obstacles and adapting to industry changes?
Double down on investing in yourself and your employees. Resources (like Insightful Accountant) and CPE on new technologies/automations/etc will be really important for staying ahead of industry changes.
Are there any particularly rewarding client experiences or success stories?
Just last week I helped a company that spends 10-15 hours manually entering sales data in Quickbooks by automating it. They now spend 30 minutes a month on that same process and the bookkeeper is happier for it too because she's not spending all of her time in spreadsheets/Quickbooks!
How does your firm add value to clients beyond traditional accounting services?
We're very good problem solvers and we are constantly staying up-to-date on new tech. So our value to clients is constantly evolving. For example, If I learn about a new inventory platform that integrates with QBO and I think a client could benefit, I'll pitch it to them and they'll benefit. Continuous improvement is a big part of why our clients really enjoy working with us.
Get in Touch with Tailor!
