Adam Financial, LLP is a full service public accounting firm located in Newport, Rhode Island providing tax preparation and business consulting services throughout southern New England since 2005. The firm is led by Jeffrey Adam a Certified Public Accountant with over 30 years of financial and operational experience.
The firm prides itself with timely, cost effective, creative and innovative solutions for a challenging and ever changing business environment. The firm possesses the appropriate skills, experience, and sophistication to serve your tax, accounting and bookkeeping needs. As a small firm we are able to maintain a close personal service relationship with our clients.
The firm prides itself with timely, cost effective, creative and innovative solutions for a challenging and ever changing business environment. The firm possesses the appropriate skills, experience, and sophistication to serve your tax, accounting and bookkeeping needs. As a small firm we are able to maintain a close personal service relationship with our clients.
Services
We are in a unique position to "quarterback" our clients' needs working with attorney's, banks, investment advisors, insurance companies and other professionals on planning and compliance for all aspects of a client's business matters. As a trusted advisor providing genuine care we can coordinate most aspects or our clients financial affairs.
Adam Financial LLP offers comprehensive tax services for individuals and businesses with a focus on tax planning. Our goal is to develop personalized solutions that help taxpayers stay in compliance with existing regulations while taking advantage of various opportunities available within the tax code.
Our vast experience and skill set allows us to assist our clients achieve their goals. We help identify opportunities and set goals with our clients. We understand more about business than accounting and are not shy about sharing our advice to help our clients. We like to think that we drive results.
Our client accounting services range from QuickBooks training and basic reconciliations to full accounting services where we pay all bills and maintain the general ledger for individuals or businesses. Ideally, we like to train our clients to be self-sufficient with their ongoing accounting needs, however some do not have the time, skills or resources to accomplish these tasks.
Most financial institutions require financial statements on an annual basis to support loan requirements. We work with you to meet this requirement. Compilations are the basic form of financial statements prepared by CPA's and do not include an opinion or any form of assurance. Compilations are often required by financial institutions on a monthly, quarterly or annual basis for their borrowers.
Reviews (4)
Elizabeth O'Connell
Jul 31, 2021
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I am extremely impressed with Jeff Adam's abilities following a financial consultation with a family member. He is able to outline clear steps to improve financial status and reach goals in a clear, direct, friendly and positive way! I recommend him highly to those who are looking for guidance, patient and clear communication, and collaboration.:-)
Matthew DeAngelis
Sep 17, 2020
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Karen Gieseke
Oct 06, 2019
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Regis Burlas
Oct 09, 2017
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