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Location: Fort Wayne, Indiana
Favorite Beverage: Modelo
First Live Concert: GWAR


Professional Experience

Virtual Bookkeeper

Adam is a Partner and COO of Summit CPA Group where he primarily focuses his attention on coaching his team and other accounting firms on delivering Virtual CFO Services. Adam leverages his vast experience working with clients across different industries and platforms to provide best practices and strategy for his team and other Virtual CFOs. He strongly believes that a key to running a successful business is understanding the financial and non-financial numbers that drive the business. He works closely with the team and his clients to breakdown their business to develop and track customized key performance indicators (KPIs) that are crucial to profit planning and properly scaling their business. Adam has over 15 years of experience working in the public accounting sector. His vast experience has provided him with a unique working knowledge of many different client industries as well as the keys vital to success within those industries. As a Virtual CFO, Adam has successfully assisted clients with acquisitions, debt restructuring, bankruptcy reorganization, cash flow management, budgeting, and advanced tax planning. His experience also includes managing client staff in multi-office and multi-state environments. Adam has also served as the audit partner for his firm. Adam is a member of the Indiana CPA Society as well as the AICPA (American Institute of Certified Public Accountants).

Education

Adam graduated from Indiana University with a Bachelor of Science degree in Accounting, an Associate’s in Business Management as well as a minor in Communications. Adam is a Certified Public Accountant with an extensive amount of continuing education in the areas of Audit and Tax. He is also a QuickBooks ProAdvisor and has experience teaching QuickBooks and financial literacy to small business owners and their staff.

Personal Profile

Adam has been happily married to and his wife Laura for over 15 year. The have four children together and they enjoy spending time with their family and friends. They enjoy vacationing and exploring new places as a family.

Connect with Adam

adam@summitcpa.net

260-918-8821

Summit CPA can help you maximize profits, minimize taxes, and build personal wealth, while offering excellent customer service, professionalism, and responsiveness.

 

Virtual CFO Consultation

 

401k Audit consultation