Adam Cpa
Founder & CEO at Thrive CFO | United States
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As the Director of Client Engagement at Mackey Advisors™, Adam CPA plays a pivotal role in ensuring that business owners not only survive but thrive in their entrepreneurial journeys. With a deep understanding of the challenges faced by business owners, Adam is passionate about helping them unlock their full potential. His expertise in corporate tax, personal tax planning, and financial reporting equips him to provide tailored solutions that directly address the unique needs of each client.
In his current role, Adam is responsible for maintaining high levels of client satisfaction and engagement, which he achieves through proactive communication and a commitment to understanding each client's specific goals and challenges. By leveraging tools like QuickBooks and ProSeries, he ensures that clients receive accurate and timely financial insights, allowing them to make informed decisions that drive growth.
Adam's leadership extends beyond client interactions; he is an integral member of the Mackey Advisors™ leadership team, where he collaborates on strategic initiatives aimed at enhancing service delivery and expanding the firm’s reach. His ability to analyze key performance indicators (KPIs) and develop comprehensive KPI dashboards enables him to identify trends and opportunities for improvement, ultimately contributing to the firm's overall success.
Through his dedication to building strong business relationships and his expertise in pricing strategies, Adam not only enhances client engagement but also fosters a culture of trust and transparency. His commitment to helping business owners achieve a fair return on their investments reflects his belief that their success is not just a professional goal but a personal mission that can transform lives and families.
Founder & CEO at Thrive CFO in October 2024 to Present
Director of Client Engagement at Mackey Advisors™ in April 2018 to September 2024
Small Business Prosperity Coach at Mackey Advisors™ in January 2016 to March 2018
Staff Accountant at Mackey Advisors™ in November 2012 to December 2015
Vice President, Treasurer, Secretary at Tau Kappa Epsilon Fraternity in January 2011 to December 2013
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Bookkeeping
Tax Preparation
QuickBooks
Corporate Tax
Accounting
Microsoft Excel
Financial Analysis
Sales
Controllership Functions
Part-Time CFO Services
KPI Reports
KPI implementation
KPI Dashboards
Corporate Tax Planning
Personal Tax Planning
Business Relationship Management
ProSeries
Process Improvement
Accounts Receivable
Project Management
Pricing
Microsoft Office
Teamwork
Networking
Personal Income Tax Returns
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Discover more about Thrive CFOWhat is Adam Cpa email address?
Email Adam Cpa at [email protected]. This email is the most updated Adam Cpa email found in 2026.
What is Adam Cpa phone number?
Adam Cpa phone number is +18592218558 and +18068705555.
How to contact Adam Cpa?
To contact Adam Cpa send an email to [email protected]. If you want to call Adam Cpa try calling on +18592218558 and +18068705555.
What company does Adam Cpa work for?
Adam Cpa works for Thrive CFO
What is Adam Cpa's role at Thrive CFO?
Adam Cpa is Founder & CEO
What industry does Adam Cpa work in?
Adam Cpa works in the Professional Training And Coaching industry.
Adam Cpa Email Addresses
Adam Cpa Phone Numbers
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