Overview
Adam’s experience as the owner of a successful professional services firm has informed his hands-on advisory approach as a dental CPA. Over the course of his accounting career, he has advised small- to mid-sized businesses across a variety of industries, from dental practices to veterinary clinics to residential construction.
Experience
As a Tax Partner with Aprio’s Dental Practice, Adam is keenly attuned to the unique needs of dental practice owners. He works closely with clients to maximize profitability while helping ensure that their personal goals like saving for college and retirement don’t get lost in the shuffle of managing their businesses.
As a third-generation CPA, accounting is in Adam’s blood, and he serves his dental clients as a coach who is always in their corner. His specialties include forecasting and predictive analysis, cash flow and credit management, and tax strategies that fully leverage credits and incentives to decrease tax burdens.
Education & Affiliations
Before joining Aprio, Adam was a partner with WSW CPAs in Nashville, Tennessee. An over-achiever and stickler for efficiency, he earned his Bachelor of Business Administration (BBA) and Master of Business Administration (MBA) degrees from Freed-Hardeman University. Adam enjoys serving his community by teaching adult Bible study at the Mt. Juliet Church of Christ and serving as a mentor to young men within the youth group. His professional affiliations include:
- Member, American Institute of CPAs (AICPA)
- Past President, Nashville Chapter of the Tennessee Society of Certified Public Accountants
- Council Member, Tennessee Society of Certified Public Accountants
Insights
