Founder of @numberwisebooks providing cloud accounting and tax services to growing businesses. Specializing in fitness studios. @Xero gold partner.
Newbury Park, CA
Joined May 2009
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- Following1K
- Followers537
- Likes766
Andy Smith retweeted
We put together a (new) 50-minute masterclass on how to optimize your 1040 tax prep process
5 members of my team spent 2 weeks on this one. It may be the most complete 1040 workflow resource on the web.
It's broken down into 11 steps:
1. Engage
2. Schedule
3. Intake
4. Workpaper Prep
5. Request
6. Input
7. Self-Review
8. First Review
9. Partner Review
10. Billing
11. Delivery
For each step we cover:
• The ways firms do (or don't) do it
• The leading tech to enable it
• Whether AI can automate it
• And how to deskill it
Important: you'll be shocked to see how firms use wildly different levels of expertise to get the same work out the door, so deskilling is a big talking point throughout the video.
I'll DM you the private link, no email addy required:
1. Reply with "1040"
2. Retweet
Let's get those 1040s out the door like never before 🤜🤛
Andy Smith retweeted
FRIDAY OFFICE HOURS IN FEBRUARY
Numberwise is hosting CPA Zoom Room Office Hours.
Think of it as an AMA session for your business accounting, taxes, payroll, and other financial mysteries.
This is a safe space to get answers without judgment.
zoom.us/j/99048173086#succes…
Andy Smith retweeted
IRS ANNOUNCES TAX RELIEF FOR LA COUNTY
residents or business owners by pushing due dates for tax filings and payments until Oct. 15, 2025
IRS link: irs.gov/newsroom/irs-announc…
Andy Smith retweeted
Which metrics are important to watch for a fitness business?
bit.ly/3B41rbR
Danielle from @TheRiverYogaa discusses important metrics for evaluating the health of their studios.
#accounting #yogastudio #fitnessaccounting
Andy Smith retweeted
Quick glimpse of Takeaways from Xerocon 2024 in Nashville from Fractional CFO and Numberwise Co-Founder Tadd Wooton!
Hungry for more? Watch the full video on @Xero conference takeaways on our website - bit.ly/4dO6RGy.
I wanted to say Congratulations to @joe_avalon and @AvalonCPA for being named the best bookkeepers in Canada at #xerocon2024 last week. I met Joe when he was first hatching the idea for his firm back in 2016 and I knew he was going to be a huge success.
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Andy Smith retweeted
It was a great first day of #xerocon2024 in Nashville (and a great first night in The Music City!). Thanks to @Xero for picking such a fun spot for this year's conference. 🎸🎤🍻
#Xerocon #Nashville #accountants
Why do I feel like every person in front of me in fast food lines goes through this same decision framework?
How do you become the type of person who makes great decisions?
I fill this out everytime I make a major decision (eg. big investment, start/sell a company, etc.)
Then I re-visit it ~1 year later and look at my line of thinking. Without writing it down, I lie to myself later
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Andy Smith retweeted
If you're recording revenue for your fitness studio the typical way, you're missing crucial insights!
Learn more more from Numberwise - bit.ly/3uy7DpW
#fitnessstudio #fitnessbusiness #gymowner #fitnesscpa #mindbody #xero #recordingrevenue #gymrevenue #gymprofit
Andy Smith retweeted
Feel like good help is hard to find for your gym? It doesn't have to be.
We have actionable tips to assemble a winning team to staff your gym - bit.ly/49FaPyB.
#gymowner #fitnessbusiness #recruiting #gymstaff #gymemployees #bookkeeping #bookkeeper #accounting
Andy Smith retweeted
Tiger is back! Let's celebrate with a $555 ticket giveaway tomorrow #NotaPoor😎
🚨24-Hour Warning for The Genesis Open Emergency Stream | Wednesday 7PM CST🚨
Like, Retweet, and be there LIVE to win that $555 ticket that we will build together and split the profits!🤑
Andy Smith retweeted
It's almost here, the big announcement... Let's celebrate it with an $888 ticket giveaway!👊
🚨24 Hour Warning for The WM Phoenix Open Emergency Stream | Wednesday 7PM CST🚨
Like, Retweet, and be there LIVE to win that $888 ticket that we will build together!🤑
Andy Smith retweeted
Stockings hung by the chimney with care?🎄Cool.
Now, let's revisit the list of BEST and WORST Christmas movies.
Agree? Disagree?
Note: the opinions included are solely from Numberwise founder Andy, and not all Numberwise team members agree. 😆🎄📽💚❤️
Die Hard gets mentioned often at Numberwise in Dec! Why? See Andy's controversial list of best & worst Cmas movies...
bit.ly/3oDrKx4
#Christmas #Christmasmovies #Diehard #accountingforfitness #gymaccountant #bookkeeper #bookkeeping #fitnessbookkeeping #gymowner
Wow - this is bonkers. Rat out your ERC mill for filing a bogus refund request and you get to keep 20% for yourself.
The IRS has announced a voluntary disclosure program for businesses that want to pay back the money they received after filing ERC claims in error. And yes, they have to rat out their advisors.
forbes.com/sites/kellyphilli…
Andy Smith retweeted
Wow - this is bonkers. Rat out your ERC mill for filing a bogus refund request and you get to keep 20% for yourself.
The IRS has announced a voluntary disclosure program for businesses that want to pay back the money they received after filing ERC claims in error. And yes, they have to rat out their advisors.
forbes.com/sites/kellyphilli…
Andy Smith retweeted
Aspiring gym owner? There's more to it than just buying some weights and treadmills.
Check out our Blueprint for Gym Success to help you plan. bit.ly/3RzyV6r
#gyms #gymowner #fitnessbusiness #healthclub #fitnesscenter #bookkeeping #bookkeeper #xero #mindbody
Andy Smith retweeted
Gym owners: no matter how amazing your gym is, you probably lose members.
Focus on attracting new members in time for those New Years resolutions. Check out the latest blog from Numberwise for details.
bit.ly/4-ways-gym-growth
#gyms #gymowner #gymowners #fitnessbusiness
Andy Smith retweeted
"People who love to eat are always the best people." -Julia Child
We agree! Happy Thanksgiving from the team at Numberwise.
Andy Smith retweeted
Want to move your accounting firm forward?
Sign up for @ignitionapp's upcoming webinar from 'The Great Debate’ series this Wed Nov 8 @ 11am PT.
Our very own @adsmith482 will be discussing different sales techniques!
info.ignitionapp.com/webinar…
#accounting #webinar #salestips