With over 30 years of financial and operational experience,
Jeff provides professional, timely and cost effective
results for his clients.
Jeff is formally a partner of the regional CPA firm Rooney,
Plotkin & Willey (now CBIZ Tofias) working with the
firm from 1983 until 2001 when he left the practice to
take the position as Chief Financial Officer at American
Biophysics Corp., the maker of the Mosquito Magnet. During
his tenure as CFO he managed the finances of the company
as it experience a growth rate of over 26,000% which landed
the company at #1 on the Inc. 500 fastest growing US companies
list. Jeff was an active leader on the management team
strategically positioning the company for this dramatic
growth.
In 2005 Jeff started Adam Financial, LLP providing tax
planning and tax preparation services. Tax clients include
company’s operating in a 50 states plus clients
with foreign subsidiaries. In 2005 Jeff also started Adam
Advisory Services, LLC providing comprehensive consulting
services to a wide variety of business clients. Jeff has
been an active consultant for many years assisting companies
with strategic planning, profitability enhancement and
developing innovative solutions to drive success in today’s
challenging business environment. Jeff offers a new perspective
based on a wide spectrum of experience in business over
the last 30 plus years.
He has a bachelor’s degree in business administration
from Bryant University and is a Certified Public Accountant
licensed in Rhode Island.