"Revenue is vanity, cash flow is sanity." ?? Every founder knows the thrill of landing new clients. But here's what you may not know: you might be profitable on paper and still run into cash problems. Why? Because timing matters as much as amount. Smart cash flow management means planning for: ?? Enterprise clients who might take 60-90 days to pay ?? Regular expenses like payroll and contractor payments ?? Upcoming infrastructure investments ?? Unexpected development costs or project overruns The reality check: we’ve seen promising startups struggle not because they lacked revenue, but because they didn't plan their cash flow properly. ?? Pro tip: Build a 13-week rolling cash forecast. It's far enough out to spot problems early, but close enough to be accurate. And maintain a cash buffer - in the startup world, things rarely go exactly as planned. Having 3-6 months of operating expenses in reserve can mean the difference between stress and stability. Read more of our best startup advice in our newest blog: https://lnkd.in/gJGmGev6 #StartupGrowth #FinancialPlanning
关于我们
A CPA firm for entrepreneurs Entrepreneurs need peace of mind when it comes to the finances. You're an innovator with a vision. To run with exciting ideas, you need the financial data to know cash will last. To grow, you need a tax plan that allows you to reinvest back into the business and preserve wealth. Walker Glantz exists to help business owners succeed. We're here to play the long game with you.
- 网站
-
https://wgcpa.com
Walker Glantz的外部链接
- 所属行业
- 会计
- 规模
- 11-50 人
- 总部
- Houston，Texas
- 类型
- 私人持股
- 创立
- 2022
- 领域
- Client Accounting Services (CAS)、Bookkeeping、Tech Start Ups、E-Commerce Accounting、Process Automation、QuickBooks Online、Payroll、Sales Tax、Financial Reporting、Budgeting、Cash Planning和Small Business Accounting
地点
Walker Glantz员工
-
Amy Walker, CPA
Builder | Entrepreneur | Founding Partner at Walker Glantz PLLC
-
Paul Glantz, CPA
Co-Founder and Director of Tax at Walker Glantz PLLC
-
Michelle Biggs
Client Accounting Services (CAS) Manager at Walker Glantz, CPA
-
Ana Clara Foster, MBA, CPA
Senior Accounting Associate at Walker Glantz
动态
-
?? Want to know one of the biggest financial mistake founders make? Mixing personal and business finances. Here's what happens: You're excited, moving fast, building your product. You start paying for business expenses from your personal account. Makes sense at first, right? Fast forward 6 months. You've got: ? A jumble of transactions across multiple accounts ? Unclear records of what was business vs personal ? A massive headache come tax season ? Red flags for potential investors The fix? It's simpler than you think: ?? Open separate business accounts immediately ?? Use dedicated business cards for all company expenses ?? Keep clear documentation of any personal funds you put into the business ?? Set up a simple system to track expenses from day one Here's the key: The time you spend organizing your finances now will save you weeks of cleanup (and thousands in CPA fees) later. Plus, you'll have clear data to make better business decisions. Over on our blog, we talk through some common accounting mistakes we see startups make and how to avoid them - take a look: https://lnkd.in/gJGmGev6 #StartupFinance #TechFounders #BusinessGrowth
-
-
Tax season ?? CPA season! Want to make your CPA love working with you? Here's how to build a lasting partnership with your financial expert: ?? Clear communication matters! Share your goals, concerns, and business changes openly to get the best strategic guidance. Quick updates about new product launches or market expansions help your CPA spot opportunities. ?? Digital documentation is key. Organized records and ready paperwork streamline everything and show you value the partnership. Clean data means faster insights and better financial planning for your growth. ?? Trust your CPA's judgment – they stay current on tax laws (daily!) and regulations to help you make informed decisions. Their expertise can help you navigate complex financial decisions while staying compliant. Check out our full guide on building a successful partnership with your CPA: https://lnkd.in/g5vN_CRA #Startups #FinancialStrategy
-
Running a business demands your focus on customers, products, and growth. Many founders view accounting as just another task to check off their list. But we've found that the most successful business owners use their financial data as a strategic advantage. Here are 3 ways we've found that successful founders turn their numbers into growth fuel: 1?? Know your story through numbers. The founders we work with track their basic revenue, sure - but they also use their books to understand their full financial position, spot trends, and make informed decisions. Good bookkeeping goes beyond tax prep! 2?? Master your 13-week cash view. We've seen profitable companies struggle because they didn't map their cash needs early enough. Smart founders project their cash requirements 13 weeks ahead and update regularly to spot potential shortages before they happen. 3?? Use tech strategically. Modern accounting software is great and can streamline the basics, but successful founders go further - they use these tools to track trends, reconcile accounts monthly, and maintain clean records for tax time and smarter business decisions. Bonus tip: Go digital with your records. The IRS accepts digital receipts, making it easier to stay organized and access your financial history when you need it. What financial metrics do you track to guide your business decisions? #businessgrowth #smallbusiness #entrepreneurship #founderadvice
-
Tax filing begins today, running through April 15! Get organized early to set your company up for success. ?? Strategic financial review checklist: → Map revenue/expense patterns against key growth metrics → Review last year's qualified deductions and spot missed opportunities → Track expense category changes, especially in R&D and tech → Identify gaps in documentation before crunch time And remember these key 2025 deadlines: → March 15 - Partnerships & S-Corps → April 15 - Individual returns & Q1 estimated taxes Pro tip: Monthly financial reviews throughout the year make tax time much easier than rushing at deadlines. ? Check out our latest tax strategy guide for startups: https://lnkd.in/g8thGtpm #TaxSeason2025 #StartupFinance #TechStartups #FinancialStrategy
-
Building a company? Don’t let financial strategy become an afterthought. Most founders get caught up in product-market fit and team building. Meanwhile, critical financial decisions can pile up around tax planning, fundraising prep, and compliance. Here’s what many founders miss: A strategic CPA isn’t just for taxes. They can help you build financial projections, develop strategies that support profitability, and manage cash flow during rapid growth. Think of a CPA as your financial co-pilot. While you focus on innovation, they ensure your financial foundation is set up to support your vision. Want to learn more about building strong financial systems for your business? Check out our latest guide:?https://lnkd.in/gdKarxiJ #StartupGrowth #SmallBusiness #FinancialStrategy
-
December 23, 2024: BOI reporting requirements were reinstated with extended deadlines. What this means for business owners: The Fifth Circuit Court granted FinCEN’s appeal to lift the injunction on BOI reporting. In light of this, the Treasury Department has briefly extended the filing deadlines. If you haven't completed your BOI Filing: → Companies formed or registered before January 1, 2024, must file by January 13, 2025 (original deadline was January 1, 2025). → Companies created or registered in the U.S. on or after September 4, 2024, with filing deadlines between December 3 and December 23, 2024, now have until January 13, 2025 to file. → Companies formed or registered in the U.S. between December 3 and December 23, 2024, receive an additional 21 days past their original filing deadline. → Companies created or registered in the U.S. on or after January 1, 2025, must file within 30 days of receiving actual or public notice of their effective creation or registration. Filing options: → For a guided experience,?we recommend BOI eFile. The cost is $349 per filing (This is an affiliate link.): https://lnkd.in/gkA7Hm5Z → If you’re comfortable filing on your own, a no-cost option is available using the?FinCEN’s filing portal: https://lnkd.in/gkA7Hm5Z
-
This week, we had the opportunity to expand our horizons and connect with new colleagues at LiveFlow's Leadership Circle Retreat. ?? It's hard for the founders of a small firm to step out of the business and make time for events like this, but once you get there, there are no regrets. We had two days of rich content at a beautiful venue, met new colleagues pushing for innovation in our industry, and walked away feeling inspired and ready to come home and GSD. Thank you, LiveFlow - Anita Koimur, Lasse Kalkar, Michael Johnson, Josh T. - We appreciate you including WG in this event! #Leadership #TechEnabledAccounting #AccountingForPeopleWhoGSD
-
-
Do you have a badass marine working for you? We do! Meet Gabrielle Juba, CPA, CFE, MBA, CAS Manager. It didn't take long for us to know that Gabi would be a great fit at WG: self-motivated, achiever, smart, and kind-hearted. Terrific human and, lucky for us, a core value fit! Our people - that's #whatsgood
I help accountants find their path in the accounting industry. CPA | CFO | MBA | CFE | Triathlete | USMC Veteran | Doctoral Candidate | Accounting Manager
This weekend sandwiched in between an awesome WG retreat in San Antonio and Intuit Connect in Las Vegas I flew to DC to run the Marine Corps Marathon. To get to the start line I recovered from a foot injury, hurricane Helene caused massive destruction to the area that I live in to include my house being without power or water for 10 days, my dog had three surgeries (one was planned the other two were emergencies), and a knee injury. Not to mention going back to school for my doctorate (the end is near!). I wanted to do this race not just for me, but to show others what we are capable of. There were many conversations I had with my coach about whether to pull out of the race before it even started. My grandparents (late 70’s/early 80’s) also drove down to see me race. During the race I felt good at first. By mile 15 I was on track to see a new Personal Record (PR). By mile 17 my interrupted training took over and the pain set in. I was walking past an aid tent at mile 19 and someone volunteering asked me if I needed help. I broke down in tears and said yes. I am not usually a crying person, but I was in a lot of pain. My IT bands and hips were extremely tight and my knees were acting up. They helped me stretch and gave me ibuprofen. That volunteer helped me finish not only physically, but she looked right at me and said you can finish this, even if you walk the last 7 miles you can do it. By mile 20 I decided to make the last 10k into a party and have fun. I turned up the music, let go of the expectations of time, sang, danced, walked when I needed to, high fived the crowd, and cheered/yelled at the crowds to pump them up and everyone around me. My take aways from this marathon (no it was not my first, it was my fourth, but my first in 8 years): You are capable of more than you know. Mindset makes all the difference, you can choose to stay in the pain cave and be miserable or choose to step out into the party that is life. Have kindness, belief, and compassion for everyone around you because you never know the impact you may have on someone else like that amazing medical tent volunteer. Thank you to my friends and family for supporting me. Thank you to my new work family for the amazing travel opportunities. Thank you to the volunteers that allow a race the the Marine Corps Marathon to be put on. #cpa #marathon #triathlete
-
-
Congratulations to the McFerrin Center for Entrepreneurship at Texas A&M University for 20 years of Aggie 100. As two-time winners of this coveted recognition, the team from Walker Glantz is thankful for the center's support. Here's to 20 more years of celebrating Aggie Entrepreneurs! "We are what we think, therefore think excellence." - Artie McFerrin '65 https://lnkd.in/gkxVsxmX