Adam Caswell Email & Phone Number

Los Angeles, Ca, Us

Fineman West is a tax, accounting and business advisory firm that goes Beyond The Numbers ™ and has deep industry expertise in the areas of fashion, consumer goods, manufacturing, real estate, technology, entertainment, non-profits and more. We don’t just make tax or accounting decisions; we help you make informed business decisions that align with your goals and consistently move you forward. Who we serve: apparel, entertainment, hospitality, manufacturing & distribution, professional service firms, real estate, retail and technology clients.Financeable is a full-service business and financial management firm that supports the success of small to mid-size businesses and high-net-worth individuals. We work closely with you and your team as your trusted advisor to keep your business running smoothly, maximize your profits and ensure you have financial stability now and well into the future. No matter the business management and financial planning assistance you need, we’ll be there to deliver it. We care about you, your financial goals, your financial stability, your future and your legacy. • Business management • CFO services• Tax

Greater Los Angeles Area

Santa Monica, Ca

• Fulfill duties as Controller of client portfolio consisting of 40+ companies and high net worth individuals in the hospitality, real estate, entertainment, health & wellness, and financial industries• Finalize monthly financials and interface with clients to ensure company objectives are being met• Function as client liaison to tax department to assist with preparation of tax filings and returns• Orchestrate account management team to ensure monthly reconciliations and internal processes are met • Spearhead implementation of new clients to QuickBooks Online and Intacct accounting platforms• Coordinate weekly networking events to build company awareness and bring in new business• Institute turn-around strategy for health & wellness client resulting in 50% increase in sales• Administer payroll for select clients, along with serving as the liaison for company insurance needs

New York, New York

• Reported directly to the CEO and Chairman regarding all business matters • Accountable for all day-to-day business and financial management of all four divisions of the company• Audited financial performance of restaurant group and implemented improvement strategies • Conducted management and sales teams at 3 different restaurant locations• Oversaw all company purchases and controlled costs to meet company percentage goals • Generated and executed annual marketing and business development strategy for restaurant group• Acted as brand ambassador and company representative at all industry related events• Shaped strategic partnerships through Tour & Travel Industry and Chambers of Commerce• Created and presented special events and promotions to build stronger customer loyalty and awareness (examples of your most successful promos/events?)• Deployed and managed all internet marketing and social media platforms for restaurant group• Incorporated sales program with catering managers resulting in 30% increase in Group Sales• Conceived Broadway and Concierge program with GMs resulting in 25% annual increase of sales

Greater New York City Area

• Facilitated CEO and Chairman with management of company goals and objectives • Governed the daily operations of the accounting department while serving as liaison to CPA firm• Calculated, prepared, and reviewed monthly and quarterly budgets for restaurant group• Realized internal control systems at restaurants to improve efficiency and reduce loss• Conserved operational expenses including credit card processing, insurance, and food costs• Liaised with management team to bring payroll costs down resulting in annual savings of $100K• Adhered to local, state, and federal government reporting requirements and tax filings• Served as company representative for Workers Comp and Sales Tax audits

Greater New York City Area

• Benefited and reported to the VP of Finance with overall operation of the accounting department• Regulated cash flow for seven different entities, including 3 restaurants totaling $10+ Million in revenue• Organized weekly and monthly budgets and forecasts for restaurant group• Complied with local, state, and federal government reporting requirements and tax filings• Administered bookkeeping staff at corporate office to ensure company objectives were met• Reconciled monthly bank statements and assisted with preparation of monthly financials • Produced and processed weekly payroll for corporate office and restaurant group

103.5 WKTU-FM; New York, NY

Cpa Accounting Program

Bachelor Of Business Administration, Marketing Management

Accounting And Business/Management