Adam Putz
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Adam Putz Email & Phone Number

Entrepreneur steering startups and small businesses toward growth | Innovative marketing expert using current and emerging tech to expand client rosters | BASc, Finance at K9 Bookkeeping
Location: New York, New York, United States 6 work roles 1 school
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✓ Verified May 2026 3 data sources Profile completeness 86%

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Role
Entrepreneur steering startups and small businesses toward growth | Innovative marketing expert using current and emerging tech to expand client rosters | BASc, Finance
Location
New York, New York, United States

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Adam Putz is listed as Entrepreneur steering startups and small businesses toward growth | Innovative marketing expert using current and emerging tech to expand client rosters | BASc, Finance at K9 Bookkeeping, based in New York, New York, United States. AeroLeads shows a matched LinkedIn profile for Adam Putz.

Adam Putz previously worked as Chief Operating Officer at K9 Bookkeeping and Chief Executive Officer at Factorfly.Com. Adam Putz holds Bachelor Of Applied Science - Basc, Finance from Rochester Institute Of Technology.

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Email format at K9 Bookkeeping

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K9 Bookkeeping

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Profile bio

About Adam Putz

With a passion for numbers, a strong business acumen, and an analytical mind, I’ve carved a path from small business owner to entrepreneur and company leader in under a decade. As a highly energetic and honest businessperson, I’ve been able to lean in to my authentic nature to earn the trust of clients and colleagues, resulting in a rapid climb into leadership positions for a number of financial enterprises. Back in 2014, I started my own used car business near my hometown of Rochester, New York. As owner and manager I wore many hats, such as supervising a sales team, sourcing products from all over the East Coast, fielding customer inquiries, keeping accurate books, and advertising the company on my self-created website as well as online marketplaces. My first foray into business was priceless real-world experience, yet I believed that higher education could accelerate my path forward, so I enrolled in the Rochester Institute of Technology as a finance student. My biggest takeaways were learning about organizational behavior, operations management, and the technologies that business owners and entrepreneurs utilize to foster growth and success. Eventually I longed to be in the center of the finance world, so I packed up my innovative spirit and forward-thinking mindset and moved to New York City. I landed at Crown Funding Source, helping the company secure funding for in-house and brokered deals while also optimizing marketing strategies, resulting in an uptick in hiring and an exponential increase in earnings. I then partnered with an entrepreneur who entrusted me with leading not only his main business, Better Accounting Solutions, but also two offshoots, K9 Bookkeeping and Factorfly. While an intimate knowledge of data, trends, and technology is essential, the business world is ultimately made up of people. The importance of nurturing and maintaining connections and relationships cannot be overstated. More often than not, I’ve been able to leverage my network in order to bring assistance, advice, and personnel to a growing business. In addition, my ability to learn quickly, internalize large amounts of information, and build trust and confidence has afforded me the opportunity to mentor others and help people advance in their own careers. Let’s connect!

Current workplace

Adam Putz's current company

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K9 Bookkeeping
K9 Bookkeeping
Entrepreneur steering startups and small businesses toward growth | Innovative marketing expert using current and emerging tech to expand client rosters | BASc, Finance
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6 roles · 12 years

Adam Putz work experience

A career timeline built from the work history available for this profile.

Chief Operating Officer

Current

New York, New York, United States

  • Boost SEO quality through blogs, ads, improved linking, updated metadata, and lead tracking.
  • Utilize CRM software to refine marketing strategies and link payment processes.
  • Partner with media companies to optimize online presence and increase website traffic.
  • Launched SMS, email, and phone campaigns to build a roster of >50 small business clients.
  • Designed company website, resulting in better layout, functionality, and ease of use.
2022 - Present ~4 yrs 4 mos

Chief Executive Officer

New York, New York, United States

  • Partnered with accounting firms and small brokerages to secure access to new clients.
  • Oversaw underwriters and staff, ensuring best practices and conformity to federal/state regulations.
  • Reworked sales strategies by improving SMS, email, and phone marketing.
  • Increased deal flow by leveraging existing partnerships to sign up independent deal organizations.
2022 - 2023 ~1 yr

Chief Operating Officer

New York, New York, United States

  • Maintained relationships with 100 clients, generating >$500K a month in revenue.
  • Overhauled CRM and funding platforms, resulting in seamless integration and streamlined workflow.
  • Identified operational issues and designed systems to improve efficiency and scalability.
  • Attended industry expos to locate and onboard high-profile clients worth millions of dollars.
  • Developed and trained hiring staff of XX in the Philippines.
2021 - 2023 ~2 yrs

Chief Financial Officer / Chief Operating Officer

Crown Funding Source

Brooklyn, New York, United States

  • Steered company from 8 employees generating $2M/month to 40 generating $15M/month in brokered deals.
  • Identified and selected in-house deals for direct funding, resulting in $3M/month in revenue with a 0% default rate and 300% APR.
  • Fostered relationships with Zen Credit index fund to gain an investing partner.
  • Reconfigured CRM system, SMS and email campaigns, and integrated tech stack umbrellas.
  • Partnered with attorneys to ensure that contractual language adhered to regulations.
2020 - 2021 ~1 yr

Operations Manager

Brooklyn, New York, United States

  • Hired, onboarded, and trained new staff, increasing team from 5 to 35 employees in 1 year.
  • Managed operations service team, determined level of coverage, processed claims.
  • Collaborated with legal team to regularly update language of insurance policies.
2018 - 2020 ~2 yrs

Owner / Manager

Upper Rochester Auto

Webster, NY

  • Managed a team of employees, directing purchasing quotas, sales targets, and client relations.
  • Provided frontline customer support by fielding questions about products, services, and policies.
  • Implemented best marketing practices for online advertising and customer acquisition.
  • Cultivated relationships to generate new sales and operations opportunities; ensured accurate bookkeeping.
2014 - 2017 ~3 yrs
1 education record

Adam Putz education

FAQ

Frequently asked questions about Adam Putz

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What company does Adam Putz work for?

Adam Putz works for K9 Bookkeeping.

What is Adam Putz's role at K9 Bookkeeping?

Adam Putz is listed as Entrepreneur steering startups and small businesses toward growth | Innovative marketing expert using current and emerging tech to expand client rosters | BASc, Finance at K9 Bookkeeping.

Where is Adam Putz based?

Adam Putz is based in New York, New York, United States while working with K9 Bookkeeping.

What companies has Adam Putz worked for?

Adam Putz has worked for K9 Bookkeeping, Factorfly.Com, Better Accounting Solutions, Crown Funding Source, and Liberty Home Guard.

How can I contact Adam Putz?

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What schools did Adam Putz attend?

Adam Putz holds Bachelor Of Applied Science - Basc, Finance from Rochester Institute Of Technology.

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