We provide concierge service and financial expertise to organize your books and bring calm back into your finances.

We provide a range of services from one-time analysis to daily bookkeeping. Our services are not cookie-cutter and neither is your business, we work closely with each client to determine what their needs are. Some of our common services include:

Cash & Accrual Accounting

Cash vs Accrual Accounting can be a very pivotal point to your bookkeeping and business. Accrual accounting is crucial for non-profit organizations, and our entire staff is well versed in these practices.

Filing Systems

What do you do with all that paper? What should you, or must you, hold on file? How do you store it? We will set up a system that works for you from paper file management to a virtual filing cabinet.

QuickBooks (Online & Desktop Applications)

Intuit products are currently the pseudo software for accounts. We are QuickBooks advisors and can assist you in choosing the product that is best for your business.

Collaboration with Payroll

There are very few instances where paying your bookkeeper to be your payroll services is cost effective. We will assist you in choosing the best solution for you and ensure your payroll is properly documented.

Financial Reports

Correct financial reporting is essential; you need to be able to make informed decisions, be ready for board meetings, investors and funders.

Non-Profit Audit Review

This can be stressful on an organization, we know what the auditors need and prepare throughout the year, we make it a painless, efficient, and seamless.

Daily Finance/Bookkeeping Training

Each organization is different sometimes you just need a second set of eyes or maybe you just don't have the time, we do as much or little as you need to be successful, and work with you to find your balance.

Technology Integration

We pride ourselves in not only staying current in bookkeeping but the technology around us and how that can keep us working productively, effectively and efficiently passing those qualities to our clients.

Whether you're a new client or have been a client of ours for years, regardless of the size of your organization, each client of Adams Financial receives the following benefits:

  • Custom, Personalized Service:
    Our financial experts organize, process and monitor your business finances to whatever degree you wish. Each client is unique and we tailor our services to respond and respect those individual needs.
  • Privacy and Security:
    Your finances remain strictly confidential and your information private. We are committed to bringing privacy and security to your financial life with the highest integrity.
  • Improved Organizational Operations:
    We respect you and your time, and approach your important matters with confidence. We provide quality services that simplify your life, provide peace-of-mind and allow you to focus on other matters of your organization.