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Our Mission

Timely and consistent access to financial data
= a SUCCESSFUL Business

Knowing, accessing, and using your numbers is the key to success; often you don’t have the time, the know-how, or the right partners. The ADI Accounting Team uses technology, automation, and a team approach to create solutions that allow you, the business owner, to make timely profit-based decisions that grow your business.

Are any of these halting your cash flow?

  • Recordkeeping: who has time for that?
  • No current, reliable, financial data: how can you make timely business decisions?
  • Lack of security, systems and processes: where’s the money really going?
  • You desire increased cash flow and business growth: but is your business paying you?

The ADI Accounting Team is on a mission to find solutions that provides timely, secure, and accurate profit-focused business management information for our clients. Our team is comprised of passionate members empowered to work in their individual strengths resulting in a unique and result-oriented experience for our clients. Staying ahead of the curve requires more than just black and white revenue tracking. We measure success for our clients, team, and business based on the quality of data, ease in access, growth, and profit.

Our goal is to become your trusted financial partner for outsourced full-cycle bookkeeping services with a focus on technology, consistent timely processes, and easy clear access to financial data at all times for all team members.

  • We automate your recordkeeping
  • We provide solid numbers for your proactive decision making
  • We deliver consistent, process-oriented, and timely bookkeeping services
  • We help you implement and stay accountable to your business profit plan

Resulting in more time and more profits for you, the business owner.

We specialize in working with the following:

Small Law Firms

  • 2-4 attorneys with multiple partners
  • You have 3-5 on your support team
  • You desire to leverage your time from day-to-day legal services and focus more building your firm.
  • You’re looking to move from practitioner (task focused) to CEO (forward thinking, strategic)

You are ready to add a financial team member

Great, let’s get started!

Click Here

Specialized Medical Offices

  • 1-2 doctors with multiple shared offices
  • You have 3-5 on your support team
  • You may have team members that work virtually
  • You provide your services in a variety of locations

You are looking for a take charge consultant that will just take care of it for you.

Great, let’s get started!

Click Here

Service Based Consultants

  • Single owner
  • You work in a small office – secretarial suite or home office; no room for team member
  • You travel for business
  • You are tech savvy and love gadgets
  • You are willing to outsource support services to consultants
  • You need to leverage your time so you can focus on your clients

You are ready to leverage and outsource.

Great, let’s get started!

Click Here

TEAM

 

versus INDIVIDUAL

We often get asked why work with a bookkeeping team vs an individual bookkeeper.

Here are few key differences

1. No Downtime

A common first outsourced contractor for business owners is a single individual bookkeeper. When service level is based on a single individual, there will be times when it just isn’t working due to illness, vacation, growth, education level, or changes in technology. When I started my business in 2001, I was that single individual business owner and I know far too well that the work waited when life had other plans.

Working with a firm that uses a team approach puts the business owner ahead of that curve. The ADI Accounting Team breaks the accounting process down by department first and then uses a core team of three that prepares, processes, and reviews all work for our clients. The team concept allows for back-up during vacation and illness, resulting in consistent service level.

2. Fraud Protection

The seven years prior to starting my own business, I worked in public accounting . During that time I experienced the after affects when a business experiences fraud. Fraud happens most often when the work is performed by a single individual bookkeeper with very little to no review process by the owner.

A team concept adds a level of fraud protection. Keys to preventing fraud:

  • Separate tasks and create division of duties. Eliminate one person handling all accounting functions whenever possible; at the very least, one person should not handle all aspects of receiving and depositing monies.
  • Written processes are a must, not an option. Even though a business owner doesn’t need to worry about how to do every little thing, the bookkeeper shouldn’t be the only one that does.
  • Review all work. Do not give all the power away when it comes to your business finances. Ultimately it is your business, your money, your liability. Add in processes that allow for review and verification of key accounting functions.

3. Technology Focused

Businesses that will be successful in the long term are those that stay current with technology and education. This is even more true when choosing your financial team. Seek out service providers who invest in keeping current with technology and values continuing education for their team.

4. Consultant Level Management

As a business owner I know what it is like to juggle all aspects of the business: service delivery, team management, sales, finances, cash flow, janitor, receptionist, visionary, leadership, and CEO. At times I just want someone to step up and take care of it; just do it.

Working with a team means you have someone else that will just handle it. No more being in total control of every aspect. Your accounting team has it handled.

To learn more visit About

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recent posts from THE ACCOUNTING TEAM

The Paper Chase

Floundering in Paper? Reasons this Happens & Survival Tips

By | Business 101, Recordkeeping 101 | No Comments

Going completely paperless for a business can be a little mind blowing and incredibly empowering at the same time – I know because I’ve been on that brain twisted journey for two years now. As of the first of June, our business is 95% paperless thanks to moving our office from commercial space with tons of extra space for storage to a much smaller office with a completely virtual team. There are a few things that I choose to move with the intention of deciding what to do with them after the move (I am publicly announcing that these items…

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Q&A Time: How to Maximize Owner’s Pay using Profit First

By | Accounting 101, Bookkeeping 101, Business 101, Cash Flow, Profit First | No Comments

For our Ask Connie series, this month our question involves using the Profit First system and paying ourselves from the Owner’s Pay account. How to maximize the amount; address how/when to pay; and why we might “steal” during the month. The Question If I am transferring money to my personal account more than twice a month, should I up my owner pay percent instead until the business is bringing in more? I admit that I am much more disciplined in my business spending than personal. I feel like “cheating” between “pay days” actually keeps me taking less than I would…

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Time to Focus on What Happens When You Add Accountability

By | Business 101, CEO Mindset, Profit First | No Comments

You’ve set an intention for financial freedom and started to implement and use the Profit First plan, and then you were derailed. This post is going to talk about how accountability is a key step in the process to keep us focused and on task of reaching our financial freedom goal. Reminder Profit First Process In an earlier post I shared the basic steps (you can read the full post, here): Create smaller buckets, set-up the basic 5 accounts Adjust your accounting tool and process to be timely, accurate, and useable Establish your Target Allocation Percentages (TAPs) and transfer funds…

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Get the ADI Accounting Team’s Cover Your Financial Butt Checklist!

Get Financial Help Today: