Current Top Pro
Hired 70 times
6 years in business
(Eastern Time Zone)
Mon - Fri
9:00 a.m. to 6:00 p.m.
Credit card, Cash, Paypal
Currently a Top Pro
Top Pros are among the highest-rated, most popular professionals on Thumbtack.
Jan - Jul
Photos and Videos
8 photos and 1 video
Definitely appreciate the time Adam took with me, educating me on the process. I look forward to working with him for many years to come and I will definitely refer my business clients to him. Thanks Adam.Oct 2, 2018VerifiedShort Financial Group's reply
Thank you Jaysen! We look forward to continuing to be your go-to resource for all things tax and accounting!
I hired Adam for tax planning. He was knowledgeable, professional, patient and seemed eager to educate. I would highly recommend Short Financial for you tax needs.Dec 23, 2017VerifiedShort Financial Group's reply
Thank you Aria!
Adam was not only very fast in responses to my questions through-out the whole process - he also worked with my budget on his price to help me file the most solid return for my 2 small businesses. I highly recommend Adam and Short Financial Group.Oct 18, 2017VerifiedShort Financial Group's reply
Thank you Jennifer!
Nobody likes changing their tax preparer, but Adam did an excellent job all around of making the process as easy as possible. The reason I selected Short Financial was the "Get it done" attitude. He is knowledgeable, and my questions/issues are are addressed immediately. That's so important for a small business like mine. The online tax info system was very user friendly, and saved me a ton of time. Next step... we start working on tax planning to make my business more efficient. When you select the companies to interview for your business... BE SURE TO PUT SHORT FINANCIAL IN THE GROUP FOR CONSIDERATION. Thanks! David W Milkins Milkins Consulting, Charlotte NCApr 7, 2017VerifiedShort Financial Group's reply
Thank you very much David! It was my pleasure!
Adam Short is extremely responsive. Adam is quick to respond to emails and phone calls. He is on time and prompt with his services. He offers helpful information without being overwhelming and is willing to jump into any project large or small.Aug 26, 2016VerifiedShort Financial Group's reply
Thank you Liz!
- What should the customer know about your pricing (e.g., discounts, fees)?We offer both hourly rates and flat monthly rates, depending on the services you would like us to provide. Ongoing monthly bookkeeping services are priced based on transaction volume and complexity. QuickBooks Training and consulting services are typically billed at hourly rates.
- What is your typical process for working with a new customer?We schedule a free, 15-minute phone consultation to assess your specific accounting and bookkeeping needs, including pain points and bottlenecks. We then follow up with a more detailed questionnaire to understand your business model and which services you are looking for. If we are the right fit for you, we will get to work!
- What education and/or training do you have that relates to your work?*IRS Enrolled Agent-federally Licensed Tax practitioner authorized to represent taxpayers before the IRS *Intuit QuickBooks Online Advanced Certified ProAdvisor *Financial Planning Education at The American College of Financial Services