Celerity Accounting: Leading the Charge in Client Accounting Services

In the heart of Madison, WI, Celerity Accounting is making waves in the Client Accounting Services (CAS) sector. Founded in 2022, this dynamic firm has quickly established itself as a leader, earning recognition as one of the Top 50 CAS Practices. With a focus on innovation, client experience, and technology, Celerity Accounting is redefining what it means to be a modern accounting practice.

Building on core values 

Celerity Accounting thrives on a set of core values that resonate deeply with its clients: making accounting painless, useful, and even enjoyable. Founder, Tailor Hartman, believes in transforming the perception of accounting for growing businesses that expect more. By focusing on client experience and communication, the firm ensures that their services are not just efficient but also engaging. 

A small team with a big impact 

Celerity Accounting’s team of five, delivers an outsized impact. Specializing in mid-market clients with revenues between $5 to $50 million, the team brings a wealth of expertise to their fully managed accounting, controller, CFO services, and payroll solutions. Their dedication to building robust systems and automations allows them to focus on what truly matters: helping clients with essential tasks. 

Transforming client success stories 

One of Celerity Accounting's proudest achievements is their work with a therapy company generating nearly $1 million a month. Despite strong demand and solid margins, the company struggled to qualify for basic financing due to poor financial presentation. Celerity Accounting stepped in to clean up their books, reconcile accounts, and correct financial records. Within months, the client qualified for real financing, consolidating debt and breaking free from predatory loans. This transformation underscores the firm's belief that often, "it’s how numbers are presented" that makes the difference. 

Recognized for excellence 

Celerity Accounting's commitment to excellence has not gone unnoticed. The firm is proud of its inclusion in the "40 under 40 CPA - Practice Advisor" and "Top 50 Modern Firms 2024" lists. These accolades reflect their dedication to innovation, client service, and professional growth.

Embracing innovation and community 

Innovation is at the core of Celerity Accounting’s operations. By leveraging cutting-edge technology, they streamline processes and enhance client interactions. The firm’s approach is not just about efficiency; it’s about creating a seamless experience that empowers clients.  

Community engagement is equally important. Tailor Hartman encourages new CAS firms to connect with the community through conferences and groups. By learning from others, firms can avoid common pitfalls and make informed decisions. 

Looking ahead 

Celerity Accounting continues to inspire with its unique blend of professionalism, innovation, and client-centric service. As they look to the future, their commitment to transforming the accounting experience remains steadfast. Tailor Hartman’s advice resonates as a guiding principle: engage with the community and learn from peers to succeed.  

For more information about Celerity Accounting and their services, visit their website at celerity.io.  

This spotlight is part of our Top 50 CAS Practices series. Stay tuned as we continue to celebrate innovation and excellence across the profession.   

This article was generated by AI and reviewed and edited by a human.