Our Services

At Adams & Associates Accounting Advisors, we offer a range of customizable services designed to support your organization in effectively managing your finances. Our goal is to add value to your organization and to provide comprehensive solutions that meet your immediate needs and help you plan for the future.

Our solutions are creative and technology-integrated. We are challenging the status quo of stuffy, old accounting firms by constantly innovating. We have found this brings a young, fresh energy to the accounting industry by working to meet individual customer needs with a modern, technologically-savvy approach.

OUR SERVICES ARE

Innovative and effective

Value-adding

Flexible and adaptable

Customer-centric

Proactive

Advisory Services

Our advisory services are designed to provide you with strategic insights and practical solutions unique to your business. Whether you’re navigating growth opportunities, making critical decisions, or tackling complex challenges, our team is here to offer guidance that aligns with your business goals and objectives.

Strategic Planning: We offer expert guidance that can help you develop a clear, financial roadmap for your business.
Risk Management: We help you identify potential risks and implement strategies to mitigate them.
Performance Improvement: We’ll analyze your current operations and recommend ways to boost effectiveness and profitability.

Financial Planning

Effective financial planning is key to sustaining and growing your business. Our financial planning services help you prepare for the future by creating robust plans that address your short-term needs and long-term aspirations.

Budgeting: We will help you create detailed budgets that align with your business goals and objectives.
Forecasting: We can collaborate with you to anticipate future financial performance and make informed decisions with accurate forecasts.
Cash Flow Management: We’ll work together to monitor and optimize your cash flow to ensure liquidity and operational stability.

Bookkeeping

We prioritize keeping your financial records organized and up-to-date with our professional bookkeeping services. We handle the day-to-day tasks such as reconciling and categorizing transactions and recording journal entries so you can focus on running your business.

Record Keeping: We will help you maintain accurate and timely records of all financial transactions.
Reconciliation: We will ensure that your financial statements are accurate by reconciling accounts regularly.
Reporting: During our monthly check-ins, we will show you financial reports that provide a snapshot of your business’s financial health.
Recommendations: We are committed to providing you with expert advice during our monthly check-ins to ensure you are prepared to make the best financial decisions.

Fractional CFO Services

These services are ideal for startups and small businesses that need high-level, financial expertise without the cost of a full-time CFO. We provide strategic oversight and financial leadership on an “as-needed” basis. Let us take on the roles of developing a financial strategy, creating a capital management plan, and monitoring business growth.

Financial Reporting: We provide detailed and insightful financial reports to guide decision-making and business planning.
Operational Efficiency: We work together to improve financial processes and controls that can enhance operational efficiency.

Business Tax Services

Navigating the complexities of ever-changing tax laws is crucial for any business. Our tax planning and preparation services ensure that you’re compliant while also optimizing your tax position.

Tax Strategy: We will develop a tax strategy that aligns with your business goals while minimizing liabilities.
Preparation & Filing: We accurately prepare and timely file any necessary tax documents.
Audit Support: We help you with any audits or inquiries from tax authorities

“Whether you are already using QuickBooks Online or you need to migrate your data, Ricky will be there with you step-by-step to create a paperless, cloud environment all while teaching and guiding you the whole way. With a little bit of time, effort, and guidance, you too can have a streamlined, virtually self-sustaining accounting process from day-to-day banking with bookkeeping, established and integrated array of merchant services, industry specific tax strategies, and value-adding business growth opportunities.”

Jesse B.

“We have been using Ricky and his team for almost a year, and it’s transformed our behind-the-scenes business. He has taken away a lot of headaches and worry and is helping us set up well for the future. They are always available and answer all the questions we have. Having them as our advisors is one of the best things we have done for our business!”

Charlene S. – Reedy River Landscapes, LLC