Growth and significant changes frequently pose challenges for a company’s accounting and financial teams. SAS's suite of services enables you to focus on your core business, while we provide you with timely and accurate management information and the financial reporting necessary to run your business without the overhead of hiring additional full-time accounting personnel. Outsourcing is a growing trend among companies of all sizes, enabling organizations to scale resources up and down as needed in an efficient and cost-effective way. Avoid paying exorbitant agency fees for unproven talent by hiring SAS for your next project.
Outsourced Finance and Accounting
Technology Services
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Month-End Close Support
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Reconciliations
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SEC Filings (Tie-Outs and Disclosures)
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Revenue Recognition
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Accounting for Investments
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Accounting for Inventory
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Fixed Assets
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Audit Support and Preparation
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Ad-Hoc Financial Projects
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Lead Accountant on Financial System Implementations
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QuickBooks Install and Setup
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Excel Training
Experience with Oracle, SAP, Microsoft Dynamics, NetSuite
Small Business Advisory
Tax Services
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General Ledger Management
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Financial Statement Preparation
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Budgeting and Forecasting
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Client Invoicing and A/R Management
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Banking and Bill Pay
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Treasury Optimization Services
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Accounting Best Practice
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Fraud Prevention
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Sales and Use Tax - Compliance and Audits
With 15 years of experience working with companies ranging in size from boutique and large-sized law firms, non-profits, and publicly traded corporations, Adam is a multidimensional CPA experienced in corporate GAAP accounting and financial systems and applications. Colleagues have referred to Adam as the “plug and go accountant” leaning on his accounting acumen and resourcefulness to hit the ground running for new clients, saving critical project time and valuable company resources. His personable approach has enabled him to build collaborative relationships across functional departments and levels of management, which drives his results-based approach to bring clients value and assurance their needs are met with accuracy, integrity, and on-time.
Across multiple industries that include pharmaceuticals/life sciences, retail and legal, Adam has built a portfolio of experience that adds agility to his practice and clients; whether it’s complex balance sheet reconciliations, revenue recognition, accounting for investments, inventory, 10-Q & 10-K tie-outs and disclosures, or fixed asset management, he excels in dynamic accounting departments faced with the demands of SEC reporting schedules or small companies trying to manage growth and bring their accounting functions up to speed. Building an efficient and effective accounting department begins with a bottom-up approach; leveraging his early career experience in all areas of operational accounting (accounts payable, accounts receivable/collections, and billing/revenue) Adam is adept at pinpointing bottlenecks and inefficiencies ripe for process improvement. Using his extensive knowledge of financial systems and software, he advocates the importance of using the full power of today’s financial systems to optimize accounting processes and when necessary bridge system incompatibilities with the use of Excel's advanced formulas and pivot tables.
On a personal level, Adam was raised in Palo Alto, California and prior to attending college served 4 years on active duty in the United States Navy. During his time in the Navy, he was awarded multiple campaign service medals and still applies many of the life lessons gained to his business and personal life. In his free time Adam can be found in the outdoors on his bike, hiking, skiing, exploring landscape photography, and traveling in search of great food and cultural experiences.
Memberships
Certified Public Accountant in the State of California (CA-136369)
American Institute of Certified Public Accountants (AICPA)
California Society of Certified Public Accountants (CalCPA)
Education
Bachelor of Science in Business Administration
Management Information Systems
