Adams Financial LLC. was established on the principles of a creating a win-win proposition for our clients and our staff. Lisa Adams, the firm’s Founder, started Adams Financial in 2002 with a focus on helping companies within the south shore area of Massachusetts. However, since that time the practice has expanded globally, now servicing clients in several countries.
Repeat customers and affirmative word-of-mouth referrals have built Adams Financial into a thriving bookkeeping service that clients have come to trust and rely upon. Companies seek Adams Financial for a full range of services, from specific one-time trainings to complete financial management services – and everything in between. We had discovered that our clients had previously struggled to find great bookkeepers or if a client’s bookkeeper had left, it created a void in the financial operations of their business which ultimately took them away from doing what they did best. That’s where we come in.
The staff of professionals at Adams Financial all started as highly educated and experienced bookkeepers that were each looking to have both a career in finances and real family balance. Since then we have now been able to expand our amazing team to also include younger bookkeeping professionals, affording them a view into many exciting industries and business types, all while they grow their own career paths and family.
Our firm’s team unique core dynamic is distinctly positioned to be able to cover for both life changes and any challenges within your organization. Essentially, we are able to expand and contract as our clients’ needs evolve. So whether you require a break to regroup or you’re adding more locations & expanding, we got you’re back. We know everyone’s story is unique. At Adams Financial, we are here to adjust to your needs and story.
Our clients seek us for a full range of services which include:
Let’s see how we can help you today. Call us at 781.924.3160
Yes we do. We have a diversified in-house finance staff, along with streamlined processes, which can provide a cost savings that gives our clients a more efficient and reliable financial management system – regardless of size. And we can work with your budget.
Our firm has redundancy built in to eliminate the single point of failure in your financial system and we can scale to meet your needs. We can do as little as you require or the full spectrum of bookkeeping services. Our staff caters its services to each client.
Our firm is not the least expensive nor is it the most expensive. Our mission, however, is to try to keep our costs reasonable without sacrificing technology or the support that your business requires to grow.
Each client has a dedicated bookkeeper as a point-of-contact. Nonetheless, the bookkeeper and client always have access to our entire team, giving them decades of experience by their side.
We do have a minimum of 2 hours per month. Still, many of our clients like to have a flat fee, which makes it easier to budget. We can do that. Others may just want to pay as they go.
We primarily use Intuit products (QuickBooks, Enterprise; desktop and online). But we also have clients that use industry specific software as well. Our position is this: your business, your preference.
Yes, clients that use QuickBooks Online can access their books anywhere, at any time. With our bigger clients, we use RDS technology.
Our clients are all unique so it depends on how large an organization is, and how much historical financial information we’ll need, or even how many financial streams and accounts are in use. A typical client is about a one month cycle. This allows us to find all the nuances of your business and to construct a process.
Unconditionally, your privacy and security are of the utmost importance. You will be provided an NDA at the commencement of the business relationship.
Bookkeepers compile all the ins and outs of your businesses financial transactions. We show you where your money is coming from and where it is going. We can give you regular financial statements for decision making, for funding or whatever your needs are. Accountants do the high level tax returns and tax planning. What this means if you have a great set of books it will help your accountant maximize your deductions and guide you to great financial strategies.
