“We are so grateful for our bookkeeper, Adam. As new business owners who inherited multiple dysfunctional systems, we were honestly overwhelmed—and he stepped in with calm, clarity, and consistency. He listens carefully, keeps us grounded when anxiety around cash flow creeps in, and shows up reliably week after week.
He brings a high level of knowledge and professionalism to his work, with strong experience in QuickBooks Online that has been invaluable as we’ve worked to clean up and organize our financial systems. He has an excellent balance of self-motivation and seeking insight from our team to fully understand how all of our platforms connect. He is organized, timely, and genuinely works hard to accommodate our needs. His presence alone reduces stress, and his work has brought real order to the chaos. We couldn’t ask for a better partner.”
-Dr. Michelle Young ND, LAc
Owner and Director of The Holistic Health Clinic
“Adam has been doing my medical billing for over two years. When he took over my billing from my previous medical biller of many years, there was incorrect billing and confusing balance carry overs that he was successfully able to get corrected. He has excellent attention to detail, catches coding mistakes, etc. He is great with my clients when needing to address payment issues. He has a banking/finance background so knows how to work with people and track funds accurately. He has increased my revenue and reduced payment delays. I highly recommend him, you will be glad you found him!”
-Kay Gage
Psychiatric Mental Health Nurse Practitioner