Meet David Potocki

Your Business Growth Partner

David is our visionary financial strategist, committed to propelling your business to new heights. With extensive expertise and a relentless drive for excellence, David is dedicated to crafting innovative strategies that ensure your financial success and business growth.

More About David

Strategist | Insightful | Experienced| Dedicated | Innovative

Early on in my life, I realized that I had a creative knack for both conceptional design, and problem-solving. Being a positive person, I never saw problems as a negative thing. I saw them as an opportunity to come up with a solution. So, I went to school for Graphic Design, excelled at it, and shortly after graduation I started my first Design business. I knew that in order to be able to apply all my skills, I needed to be self-employed. A regular job never allowed me to utilize my full potential. Although I had great design and marketing skills, I had no business skills at all. That was a huge problem. I floundered, and I was able to deliver for my clients and help them market their business, but was struggling to make a profit with mine.

Then one day, I decided that I needed to grow. Enough was enough, I said. "What do I need to learn to be more successful?" I asked myself. More confidence was the first thing on my list. So I auditioned for a local play, because what better way to help my confidence then to get up on stage in front of a room full of strangers? Well, I got the lead role, which included 7 monologues. I did it, and not a half bad job, if I may say so myself. From there I joined Toastmasters an international organization that helps with public speaking and entered every speech contest I could. Next, I knew I had to learn the business side of things. Along with learning on the fly, normally "what not to do", I looked for opportunities to learn from successful business owners. I found a business networking group, started a mastermind group with some successful businesses, joined the local Chamber of Commerce and read a ton of books.

Now that I started to gain quite a bit of business building skills as well as my marketing skills, I felt the need to help other business owners avoid all the mistakes I made over the years. My first "Business coaching" job was taking on a leadership roll at the business networking group and leading all the meetings along with growing the group. After that, I became President of the Chamber helping it grow as well as helping grow the annual Home Show year after year.

All that time I was working with the Chamber and running my own marketing, design and print business I thought I was smart enough to do it all on my own. That I had learned all I needed to, to be able to run a successful business. Boy, I could have not been more wrong. I was able to deliver a great product with fantastic service, but that is not enough. I didn’t have any processes in place for predictable leads and conversions, didn’t have systems in place in order to leverage my resources, I didn’t have a handle of my profitability and I didn’t have proper pricing, bundling, upsell/downsell options available.

So, I ended up burning myself out, selling the business at way below market value and getting out of the business all together. The burn out had a tremendous affect on my personal life as well. My marriage deteriorated, I wasn’t fully there for my kids and was not very happy.

I needed time to clear my head, so what better way then to work with your hands. I spent the next few years working with a Master Carpenter and learned a great deal about renovating all aspects of a house. But more importantly it gave me a chance to clear my head, give me some perspective and vigorously renew my passionate to help other business owners.

Now, I am even more passionate about helping business owners succeed after having experienced the real pain that comes from owning a business that is struggling. Most business owners put their heart and soul along with a ton of sweat and tears into making their businesses succeed. I am here to teach them that there is a better way to make that dream happen.

As I continue to see success in my coaching clients it came clear to me that there is a huge gap with traditional bookkeeping between businesses being merely CRA compliant and planning for success. So, I sought out a business partner that not only had the accounting skills, but had the vision for helping people as I did. I found that and more in Maria and together we have created some amazing solutions that sets our clients up for success.

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READ SOME OF DAVID's CONTRIBUTIONS

Outsource bookkeeping for efficiency

Why now is the time to outsource!

April 15, 20242 min read

Focus on What You Do Best, and Delegate the Rest: Why Now is the Perfect Time to Outsource Your Bookkeeping

If you've found yourself avoiding your bookkeeping duties in 2024, letting your financial records fall behind, or feeling uncertain about your profit margins, cash flow, and expenses, it’s a clear sign that it’s time to outsource your bookkeeping. Neglecting your business finances can lead to serious issues, but outsourcing can help you regain control and focus on what you do best—running your business. Here’s what you stand to gain by delegating your bookkeeping tasks to professionals:

  1. Significant Savings on Staffing and Payroll Costs: Hiring an in-house bookkeeper can be costly. Beyond their salary, you’ll also need to cover insurance, benefits, and training expenses. Even part-time bookkeeping staff can drive up your payroll costs due to employment taxes and other associated costs. Outsourcing allows you to eliminate these expenses, making it a more cost-effective solution.

  2. Access to a Wealth of Expertise and Resources: An in-house bookkeeper often works in isolation, which can lead to delays or challenges without immediate access to additional resources or expertise. They might lack the experience required to implement bookkeeping systems that can scale with your business. By outsourcing, you gain access to a team of seasoned financial experts who manage books for various clients and stay current with state and federal regulations that could impact your business.

  3. More Time to Focus on Growing Your Business: Many small business owners quickly realize that bookkeeping is a tedious and time-consuming task. On average, small business owners spend eight hours a month on bookkeeping alone—that’s a full day of productivity lost! By outsourcing, you can reclaim that time and focus on strategic activities that drive growth and innovation in your business.

  4. Stress-Free Tax Season: Tax season can be a nightmare if your financial records aren’t up-to-date. An outsourced bookkeeper ensures that your books are always accurate and ready for tax preparation. This means you’ll have all the necessary information to file your taxes correctly and on time, reducing stress and avoiding costly errors.

Now is the perfect time to free up your valuable time and resources. Start focusing on what truly matters—growing your business—and let us handle the bookkeeping. Contact us today to learn how outsourcing your bookkeeping can help your business thrive.

outsourcingbookkeepingaccounting
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Maria Mejia

Maria is driven by a passion for helping others and a love for accounting that began in college. After excelling in her studies and gaining hands-on experience, she founded her own Accounting and bookkeeping firm to assist small businesses with their financial management. Maria’s dedication to understanding and applying financial principles empowers entrepreneurs to make informed decisions. Her expertise in financial advising helps businesses not only grasp their numbers but also leverage them for sustained growth and long-term success.

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