Adam Poole has nearly 20 years of public accounting experience with a concentration in accounting and assurance services for small to medium-sized businesses as well as family-owned businesses.
He focuses on audits, reviews, compilations, bookkeeping and tax returns within various client industries. His responsibilities include in-depth reviews and consulting projects, bookkeeping assistance and training, outsourced accounting functions, and detailed recommendations for improvements in internal controls. Adam also provides CFO level services to multiple clients and manages back-office accounting functions. In addition, Adam is responsible for the preparation and review of corporate and personal tax returns, including consultation regarding tax planning and identifying potential tax-saving opportunities for clients.
Adam is a licensed certified public accountant (CPA) in New York.
Learn more about my professional experience and how I spend my time outside the firm.
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Adam is active in the community and serves on the board of directors for two local not-for-profit organization
In today’s environment of complex regulatory demands and rapidly expanding digital data, businesses face an ongoing challenge: knowing which records must be retained, the appropriate length of time to keep them and the most effective way to manage them. An intentional and well maintained record retention policy is not just a compliance necessity – it’s…