Cover Your Financial Butt

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

Get Financial Help Today:




Our Mission

Timely and consistent access to financial data = a SUCCESSFUL Business

Knowing, accessing and using your numbers is the key to success, but 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 creating solutions that allow you, the business owner to make timely profit based decisions that grow your business.

Are any of these stifling your entrepreneurial spirit?

  • Recordkeeping tasks are sucking the life out of you
  • Lack of financial data at your fingertips when making business decisions
  • Gaps in security, systems and processes keep you up at night
  • Your main objective is revenue and business growth, not recordkeeping and data management

The ADI Accounting Team is on a mission to find solutions that provides timely, secure and accurate profit focused business management info for our clients. Our team is comprised of passionate members empowered to work in their individual strengths resulting in a unique 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 the recordkeeping portion
  • We focus on consistent timely bookkeeping services
  • We provide you with solid numbers for proactive profit focused decision making

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
  • 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 technology changes. 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 which 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 allows 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 truer when choosing your financial team. Seek out service providers that 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.

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

BLOG

 

recent posts from THE ACCOUNTING TEAM

Recent Posts / View All Posts

Connie - Why a Certified Profit First Professional

Why a Certified Profit First Professional?

| Mindset, Profit First | No Comments

There is a new consultant in town and they want to spread the word about a different way of looking at your business finances.  Have you heard of them?  They…

Connie - W9

Favorite Tool Series: Track1099.com

| 1099, Paperless, Tools | No Comments

Long long time ago, say prior to 2012, processing 1099’s every January took quite a bit of planning, prep and coordination.  I never seemed to have enough forms, enough envelopes,…

Connie-girl-jumps-to-the-new-year-2015-2

So ends 2014, hello 2015!

| Accounting, Business, Mindset, Profit First | No Comments

December and January signals planning time for budgets, goals, marketing and growth for business owners.  It can also be a time of reflection and even realizing some painful truths of…

Cover Your Financial Butt

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

Get Financial Help Today: