Provide quality bookkeeping, tax, and QOE nationwide. Inspired Or Acquired Podcast host. Acquired 3 firms. Fly fisherman and small business geek. NH and CO📍
Updating my bio for new followers - I’ve acquired 3 accounting firms. Appletree provides bookkeeping, tax and consulting to small businesses nationwide. Previous background was sales and advisory. Dad of 3 boys.
We paid off my wife’s student loans for veterinary school!
All $214,003 of it and $70,957 worth of interest along the way. Pic from her graduation in 2015.
The accounting stack we like to work with:
- Quickbooks Online
- Gusto payroll
- Ramp for bill pay
- 2 bank accounts, 1 credit card max
What we don’t like:
- Quickbooks desktop
- Bank accounts that don’t have check images or accountant access
- more than 2 credit cards
Small business owners can make $200-400k doing $1-2M revenue and wear a lot of hats
OR
Make $500k-1.5M doing $3-6M revenue with a reliable team
Just don’t get stuck in between for long with more stress and less income.
Doing 30-60 minutes of work a day while on vaca actually helps me relax and be present.
Total blinders and closed email would just stress me out. Anyone else?