Adam Weiss


Adam is a tenured accounting professional with over 15 years of experience in various fields including construction, healthcare, education, and oil field services.  He is extremely self-driven and analytical and enjoys “fine-tuning” an accounting department.  Streamlining processes, creating procedures and consistency, and organizing an accounting system are just a few of Adam’s strengths. He has worked with established companies as well as startup ventures and can be counted on to provide 100% accurate data to facilitate operational decisions which will grow a company.

Adam enjoys playing soccer and has played since he was 5 years old; however, due to an Achilles tear he was advised to take up golf – which has become a new passion.  He is dedicated to his family and friends and enjoys traveling to new places and experiencing various cultures.  When he is not helping his clients, Adam can be found at his daughter’s volleyball games, his son’s soccer games, or with his wife trying a new restaurant around town.

Industry Expertise

  • Oil and gas services
  • Construction
  • Healthcare – AI/ML/senior living
  • Education
  • Startups
  • Private equity backed with multiple entities and divisions
  • Family run businesses
  • Public companies


  • Account reconciliations
  • Streamlining processes
  • WIP
  • Analyzing historical data for trends
  • Process improvement via organization and procedure
  • Data presentation
  • Month end close management and improvement
  • Turnarounds

Education & Certifications

  • MBA with a focus on Accounting/Finance; Grantham University
  • Bachelor of Science in Business Administration; Grantham University
  • Sit for CPA in Spring of 2023