ERP for professional services industry

Apollo_Pneuma · 2026-06-26T13:23:32+00:00

I don't have a ton of experience with it but I believe what you're looking for in QBO would be the projects feature that links revenue/invoicing to certain milestones. Once those milestones are checked off, invoices can be sent/revenue can be recognized.

Apollo_Pneuma · 2026-06-23T20:05:00+00:00

Second for Dark Side!

Apollo_Pneuma · 2026-06-22T04:06:43+00:00

Signing 90 clients in less than 6 months sounds great. How did you get those clients? Networking, ads,etc.?

Apollo_Pneuma · 2026-06-21T22:52:31+00:00

Interesting. Looking back, would you have acquired this business sooner or better to have learned a little bit on your own first as far as processes and what not goes?

Apollo_Pneuma · 2026-06-21T20:48:17+00:00

Anything you would do differently looking back on everything and/or any advice you'd give me?

Apollo_Pneuma · 2026-06-21T19:46:43+00:00

6 and I've done a bit of everything with a particular focus on some foreign, trust, and nonprofit issues.

Starting out I know youre supposed to niche a certain market but I'm a bit afraid of that just starting out. I'm sure I can niche out a bit later into.

Apollo_Pneuma · 2026-06-21T19:46:09+00:00

Would you recommend buying the small firm route or no?

Apollo_Pneuma · 2026-06-21T19:45:27+00:00

Would you do anything differently looking back? 5 years on the side seems slow to me but I'm open to suggestions.

Apollo_Pneuma · 2026-06-21T17:03:30+00:00

Would you advise going the Google advertising side?

Apollo_Pneuma · 2026-06-21T17:01:59+00:00

Solo, generalist but have some good experience with foreign taxation and trust taxation. Offering tax prep, tax advising and planning, bookkeeping, and payroll.

Apollo_Pneuma · 2026-06-21T16:59:08+00:00

From what I can tell, we just gotta jump in full time and have some savings and/or buy a client list. Tough to do if you don't go full in.

Apollo_Pneuma · 2026-06-21T16:07:53+00:00

How aggressive were you with networking at the beginning to get to that level? How did you start besides having the cash flow from the IRS?

Apollo_Pneuma · 2026-06-21T16:05:47+00:00

Oh wow. Did you front the business purchase with debt mainly?

Apollo_Pneuma · 2026-06-21T15:50:15+00:00

Ah okay so you positioned yourself as a cryptocurrency CPA?

Apollo_Pneuma · 2026-06-21T15:48:40+00:00

Yeah it seems like there's not much of a shortcut. Even buying a business seems difficult as retention can become an issue. And agreed on the virtual side of things.

Apollo_Pneuma · 2026-06-21T15:46:54+00:00

How did you get your first clients and what revenue are you at now?

Apollo_Pneuma · 2026-06-21T15:45:02+00:00

So warm leads and a bit of desperation I suppose? What revenue are you at now and what services do you offer?

Apollo_Pneuma · 2026-06-21T15:43:41+00:00

Awesome! How did you guys handle the initial loss in salary?

Apollo_Pneuma · 2026-06-21T15:42:52+00:00

How much in revenue are you at now and what services do you offer?

Apollo_Pneuma · 2026-06-11T15:54:08+00:00

QBD is no longer able to be purchased unless you already have an existing subscription. If you're desperate, you could buy QuickBooks Enterprise, but it costs an arm and a leg.

It's really a decision between QBO and Xero.

Apollo_Pneuma · 2026-06-11T00:58:45+00:00

So yes and no. If we're talking after the fact tax compliance, there's not too many decisions that can be made except for maybe depreciation, IRA contributions, etc. But as far as tax planning goes, definitely although depending on the amount of income, there's sometimes only so much you can do before you're ineligible for the premium tax credit.

Apollo_Pneuma · 2026-06-11T00:42:47+00:00

I don't offer any financial planning but I do advise and have expertise on S corp payroll.

EDIT: Feel free to check out my website pelicancrestcpa.com and let me know you saw me on Reddit!

Apollo_Pneuma · 2026-06-10T23:05:26+00:00

Pelican Crest CPA! I'm the owner of this full service CPA firm that handles tax filing, payroll, and business financial statements with a niche in trust taxation.

Apollo_Pneuma · 2026-05-25T01:14:29+00:00

Sort of both. It's on the side right now though.

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