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Badger CPA

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We are a certified public accounting firm that exists to create financial visibility and improve business profitability.

10/29/2026

What's holding your CAS practice back?

At Intuit Connect 2026, our partners Shannon Badger and Krystal Gibson Engelhardt asked a room full of CPA firms that question. Owner dependency came out on top, with scope creep close behind.

In their session, "CAS Scaling Blueprint: Systems, Profitability & Reduced Owner Dependency," they shared 5 lessons from building Badger's CAS practice:

1. Qualify before you price. The wrong client can consume the capacity needed to serve the right ones.
2. Prescribe the scope. Don't let clients pull apart the close to save money.
3. Diagnose before you react. When a client is unprofitable, find the root cause first.
4. Track realization by client. Target 90% or better and review anything under 85%.
5. Remove owner dependency, not the owner. Keep owners in the business, but out of routine delivery.

Thank you to everyone who joined the session and brought such great questions.

What's the biggest constraint in your CAS practice right now? Let us know in the comments.

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10/28/2026

We’re still here and buzzing at Intuit Connect 2026!

Our team has been enjoying the chance to catch up with familiar faces, meet new people, and spend time together in Las Vegas.

It was great connecting with Holly Harris from TOA Global and the team at Cloud Accountant Staffing!

Always nice to step away from the busy schedule, share ideas, and enjoy good conversations.

10/26/2026

A great start to Intuit Connect 2026! 🎉

Our Badger CPA team is in Las Vegas, meeting fellow accounting professionals, sharing ideas, and enjoying the experience.

We're most excited to hear Shannon Badger and Krystal Engelhardt speak on "CAS Scaling Blueprint: Systems, Profitability & Reduced Owner Dependency."

They'll share lessons from building and growing our CAS practice, including how strong systems, clear team responsibilities, and a focus on profitability can help firms scale.

📅 October 27, 2026
🕒 2:45–3:35 PM
📍 Level 3 West, Breakout Room 7

Attending Intuit Connect? We'd love to see you there!

10/14/2026

Texas is building bigger.

Growth across data centers, advanced manufacturing, energy, and infrastructure is creating new opportunities for construction businesses across Texas.

For contractors and subcontractors, growth can also mean larger projects, more complex operations, and greater demands on financial systems.

The opportunity is there. The question is whether your business is ready to grow with it.

At Badger CPA, we help construction businesses build the financial clarity and systems they need to support their next stage of growth.

10/12/2026

“We trust our team” is not a reason to operate without internal controls.

Strong controls are not built because leadership assumes employees will make bad decisions. They are built because people make mistakes, responsibilities change, systems are imperfect, and unusual situations occur.

Consider a payment process where one person can create a vendor, enter a bill, approve the payment, and reconcile the bank account. Even with a highly trusted employee, the process has no independent checkpoint to catch duplicate payments, incorrect bank details, or simple data-entry errors.

A stronger process might include:
• Defined approval limits
• Separate payment and reconciliation responsibilities
• Independent review of new vendors
• Restricted system access
• Monthly bank reconciliations
• Periodic review of user permissions

Small organizations may not be able to separate every responsibility. In those cases, leadership can add compensating controls, such as owner review of bank activity or independent review of payment reports.

The takeaway: controls should match the company’s size and risk—but they should not depend entirely on trust or memory.

10/09/2026

Winning the contract starts long before the opportunity is released.

Last week, Ashley Landes, CPA, Director at Badger, joined defense industry leaders STATION Austin for Mission Ready: Compliance, Comms & Capital for Defense Tech, hosted as part of the Dual Use Academy.

The conversation brought together perspectives across accounting, compliance, communications and growth to explore what emerging defense companies need to build credibility and compete effectively.

A few themes stood out:
• Know the problem you solve. Complex technology still needs a clear explanation of what it does, who needs it and why it matters.
• Differentiate beyond the technology. As technology evolves faster, competitive advantage may increasingly come from how a solution is implemented, supported and operationalized.
• Build visibility before the opportunity appears. Relationships, credibility and positioning should start well before an RFP or funding opportunity is released.
• Know who you are talking to. Understanding the organization, decision-makers and mission requirements is critical before making the pitch.
• Use AI thoughtfully. AI can be a powerful tool, but relying too heavily on it for proposals and capability statements can create generic messaging or claims that do not accurately reflect your capabilities.

For growing defense companies, being “mission ready” means more than having great technology. It means having the financial systems, compliance infrastructure, positioning and relationships in place to pursue opportunities and successfully execute once you win them.

Thank you to Joy Schoffler and Samantha Brown of Distinctive Edge Partners, Amanda Merced of Berry & Partners, and everyone who joined the conversation at STATION Austin.

10/08/2026

🎙️ Every business has a story beyond the numbers.

Badger CPA founder Shannon Badger joins Mark O’Donnell on Hitting the Ceiling for an honest conversation about her entrepreneurial journey and the challenges that come with building a business.

They explore the moments leaders don’t always talk about, including the pressure to do more, the obstacles along the way, and the lessons learned through experience.

We’re proud to see Shannon share her story and hope it resonates with other business owners navigating their own growth journey.

Thank you to Mark O’Donnell and EOS Worldwide for the conversation!

🎧 Watch or listen to the full episode: https://youtu.be/76u4Iw_nSzY?si=Ea87ouXHSE0asPYt

10/07/2026

Success isn't built by having all the answers. It's built by having the right people beside you.

From the beginning, Shannon, Jonathan, and Krystal have built Badger CPA as partners—combining strategic vision with operational excellence to help clients grow with confidence. While Shannon focuses on helping business owners think strategically about the future, Krystal leads the systems, processes, and client experience that turn those ideas into consistent results.

Their partnership is built on trust, shared values, and a commitment to continuous improvement. That dedication to leadership has led Krystal to serve on the Karbon Council, where she helps shape the future of the platform alongside accounting leaders from around the world.

Strong businesses are rarely built alone. They're built through collaboration, accountability, and leaders who challenge each other to keep improving.

10/05/2026

A profitable business can still experience a serious cash shortage.

That is because profit measures financial performance, while cash flow tracks the actual movement of money.

For example, a company may record a strong month of revenue but still struggle to make payroll because customers have not paid their invoices. Cash may also be tied up in equipment purchases, debt principal payments, tax obligations, or owner distributions.

When cash feels unexpectedly tight, leadership should not look only at the income statement.

Review:
• Accounts-receivable aging
• Debt-payment schedules
• Recent asset purchases
• Upcoming tax obligations
• Owner withdrawals
• Near-term operating commitments

The practical takeaway: include a short cash-flow review in your monthly financial meeting. Start with your beginning cash balance, identify where cash entered and left the business, and compare the result with the next 13 weeks of expected needs.

Profitability shows whether the business model works. Cash-flow management determines whether the company can keep operating while it grows.

Address

18402 US Highway 281, Suite 281
San Antonio, TX
78259

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Telephone

+12109515577

Website

http://badgercpa.com/

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