Financial Clarity: Mastering the Numbers That Drive Your Advisory Practice

Tony O. Williamson is the Director of XYPN Books. Tony just moved back home to South Carolina after living in Las Vegas, Nevada, for 9 years. In addition to being a 21-year Accounting professional, he is a husband and father of 5 (plus an 11-year-old Boxer and 11-month-old Goldendoodle) and has been a youth basketball coach since 2011.

Rhonda has been working with XYPN since its inception, first as a subcontractor doing bookkeeping and then as a full-time member of XYPN Books, where she is a Senior Sales & Onboarding Manager. Rhonda handles everything from onboarding new clients and setting up their books to training them on QuickBooks Online (QBO) and, of course, doing their monthly bookkeeping. She loves teaching new RIA owners how to manage their accounts and leverage QBO in their firms to make their lives easier. Rhonda sees a business's books as more than just a way to satisfy state requirements and file taxes; for her, they represent “...the history of your company from the day you made that decision to go into business for yourself to the day you decide to retire from your company.”