JoAnn Adams
Owner at Small Business Solutions- Claim this Profile
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Bio
Kori De Leon
⭐⭐⭐⭐⭐As a small business owner, I found myself in the dangerous position of procrastinating on the financial side of my business. I'm an insurance agency owner, and while I KNOW it's important, it's just not what I do. Once I learned about JoAnn Adams of Small Business Solutions, I came to realize she LOVES all the stuff I honestly find a bit painful. She once shared, she loves cleaning up and organizing messes 🤮, lol. Having that stuff managed professionally, opens time for an owner to really focus on their business. Even taxes no longer have to be a chore as JoAnn takes the monthly reports and converts them into annual ones. I can't say enough about how much I believe JoAnn is a game changer for her clients. I recommend Small Business Solutions to everyone I know. If you are looking for a book keeper, or even if you don't know you're looking but, like me, don't love all the financial side that is so critical to your growth and scalability, don't hesitate in reaching out, I promise you wont regret it.
Joyce Khoury
I met JoAnn Adams at a women's networking group about 1 1/2 years ago. When we met I needed help with my financial books because I had just purchased a 6-unit building. In addition, I have been a self-employed insurance agent for over 12 years as well as a property manager for 16 years. Needless to say, I was reeling with financial responsibilities and felt as though I was literally drowning. JoAnn was such a bright light in my life. Her sparkling smile immediately put me at ease but most of all she was so calm and sure of herself and her confident attitude put my anxieties to rest! Since that day, JoAnn has been such a reliable and steady beacon. She has completely straightened out my financial books and is a joy to work with. She is prompt at responding to my questions, very organized and truly dedicated to the work she does. I whole-heartedly recommend JoAnn to anyone who needs to feel in control of their finances, not only personally but especially in business! I am so grateful I found JoAnn. She is truly a gift and a joy to work with!
Kori De Leon
⭐⭐⭐⭐⭐As a small business owner, I found myself in the dangerous position of procrastinating on the financial side of my business. I'm an insurance agency owner, and while I KNOW it's important, it's just not what I do. Once I learned about JoAnn Adams of Small Business Solutions, I came to realize she LOVES all the stuff I honestly find a bit painful. She once shared, she loves cleaning up and organizing messes 🤮, lol. Having that stuff managed professionally, opens time for an owner to really focus on their business. Even taxes no longer have to be a chore as JoAnn takes the monthly reports and converts them into annual ones. I can't say enough about how much I believe JoAnn is a game changer for her clients. I recommend Small Business Solutions to everyone I know. If you are looking for a book keeper, or even if you don't know you're looking but, like me, don't love all the financial side that is so critical to your growth and scalability, don't hesitate in reaching out, I promise you wont regret it.
Joyce Khoury
I met JoAnn Adams at a women's networking group about 1 1/2 years ago. When we met I needed help with my financial books because I had just purchased a 6-unit building. In addition, I have been a self-employed insurance agent for over 12 years as well as a property manager for 16 years. Needless to say, I was reeling with financial responsibilities and felt as though I was literally drowning. JoAnn was such a bright light in my life. Her sparkling smile immediately put me at ease but most of all she was so calm and sure of herself and her confident attitude put my anxieties to rest! Since that day, JoAnn has been such a reliable and steady beacon. She has completely straightened out my financial books and is a joy to work with. She is prompt at responding to my questions, very organized and truly dedicated to the work she does. I whole-heartedly recommend JoAnn to anyone who needs to feel in control of their finances, not only personally but especially in business! I am so grateful I found JoAnn. She is truly a gift and a joy to work with!
Kori De Leon
⭐⭐⭐⭐⭐As a small business owner, I found myself in the dangerous position of procrastinating on the financial side of my business. I'm an insurance agency owner, and while I KNOW it's important, it's just not what I do. Once I learned about JoAnn Adams of Small Business Solutions, I came to realize she LOVES all the stuff I honestly find a bit painful. She once shared, she loves cleaning up and organizing messes 🤮, lol. Having that stuff managed professionally, opens time for an owner to really focus on their business. Even taxes no longer have to be a chore as JoAnn takes the monthly reports and converts them into annual ones. I can't say enough about how much I believe JoAnn is a game changer for her clients. I recommend Small Business Solutions to everyone I know. If you are looking for a book keeper, or even if you don't know you're looking but, like me, don't love all the financial side that is so critical to your growth and scalability, don't hesitate in reaching out, I promise you wont regret it.
Joyce Khoury
I met JoAnn Adams at a women's networking group about 1 1/2 years ago. When we met I needed help with my financial books because I had just purchased a 6-unit building. In addition, I have been a self-employed insurance agent for over 12 years as well as a property manager for 16 years. Needless to say, I was reeling with financial responsibilities and felt as though I was literally drowning. JoAnn was such a bright light in my life. Her sparkling smile immediately put me at ease but most of all she was so calm and sure of herself and her confident attitude put my anxieties to rest! Since that day, JoAnn has been such a reliable and steady beacon. She has completely straightened out my financial books and is a joy to work with. She is prompt at responding to my questions, very organized and truly dedicated to the work she does. I whole-heartedly recommend JoAnn to anyone who needs to feel in control of their finances, not only personally but especially in business! I am so grateful I found JoAnn. She is truly a gift and a joy to work with!
Kori De Leon
⭐⭐⭐⭐⭐As a small business owner, I found myself in the dangerous position of procrastinating on the financial side of my business. I'm an insurance agency owner, and while I KNOW it's important, it's just not what I do. Once I learned about JoAnn Adams of Small Business Solutions, I came to realize she LOVES all the stuff I honestly find a bit painful. She once shared, she loves cleaning up and organizing messes 🤮, lol. Having that stuff managed professionally, opens time for an owner to really focus on their business. Even taxes no longer have to be a chore as JoAnn takes the monthly reports and converts them into annual ones. I can't say enough about how much I believe JoAnn is a game changer for her clients. I recommend Small Business Solutions to everyone I know. If you are looking for a book keeper, or even if you don't know you're looking but, like me, don't love all the financial side that is so critical to your growth and scalability, don't hesitate in reaching out, I promise you wont regret it.
Joyce Khoury
I met JoAnn Adams at a women's networking group about 1 1/2 years ago. When we met I needed help with my financial books because I had just purchased a 6-unit building. In addition, I have been a self-employed insurance agent for over 12 years as well as a property manager for 16 years. Needless to say, I was reeling with financial responsibilities and felt as though I was literally drowning. JoAnn was such a bright light in my life. Her sparkling smile immediately put me at ease but most of all she was so calm and sure of herself and her confident attitude put my anxieties to rest! Since that day, JoAnn has been such a reliable and steady beacon. She has completely straightened out my financial books and is a joy to work with. She is prompt at responding to my questions, very organized and truly dedicated to the work she does. I whole-heartedly recommend JoAnn to anyone who needs to feel in control of their finances, not only personally but especially in business! I am so grateful I found JoAnn. She is truly a gift and a joy to work with!
Experience
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Small Business Solutions
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Financial Services
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1 - 100 Employee
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Owner
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Sep 2017 - Present
We offer QuickBooks Accounting Services as well as operational support for small businesses We offer QuickBooks Accounting Services as well as operational support for small businesses
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Bogart's Coffee House
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Food and Beverage Services
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Owner and Operations Manager
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May 2002 - Present
Built a coffee house business from the ground up. Won acclaim as the Best Coffee House in the city. Developed all systems and procedures, training materials, managed the entire operation. Developed, created and promoted hundreds of events at the coffee house, through social media, monthly newsletters, local newspapers. Tripled sales volume despite the adverse economic environment. Built a coffee house business from the ground up. Won acclaim as the Best Coffee House in the city. Developed all systems and procedures, training materials, managed the entire operation. Developed, created and promoted hundreds of events at the coffee house, through social media, monthly newsletters, local newspapers. Tripled sales volume despite the adverse economic environment.
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Uninational Corporation
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United States
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Leasing Non-residential Real Estate
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1 - 100 Employee
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Accounting Manager
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Feb 2016 - Sep 2017
Maintain complete books for 18 entities including 3 multi-tenant properties and 6 single tenant properties for a commercial real estate/property management company. • Compile all monthly financial reports including P & L and Balance Sheet Reports • Complete all Bank Reconciliations and Payroll • Prepare annual 1099s for Vendors • Prepare Rent Rolls • Track Tenant Improvement project expenses • Assemble and provide annual tax information to CPA • Oversee all updates to leases and abstracts Show less
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World Financial Group (WFG)
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United States
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Financial Services
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700 & Above Employee
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Senior Associate
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Jan 2014 - Jan 2017
1. Perform Financial analysis and financial education for clients (individuals, businesses, companies, corporations) 2. Diversify portfolio 3. Save clients on tax liability (FIA/IRA/SEP-IRA/Tax Plan 7702) 4. Upgrade interest rates on existing plans offered by banks/investment broker firms 5. Eliminate/reduce fees/costs on existing plans 6. College funding strategies 7. Retirement savings strategies: taxable vs. tax-deferred vs. tax exempt plans 8. Assets transfer/estate planning 9. Identify and develop new financial services professionals Show less
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Bond Consulting Services
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United States
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IT Services and IT Consulting
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1 - 100 Employee
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Project Operations Manager
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Dec 2011 - Nov 2013
Managed 30 software upgrade projects valued at over $2 million in the Microsoft Enterprise Solutions Suite including Microsoft Dynamics CRM, Dynamics GP and AX. Developed detailed project plans and weekly action items. Coordinated team resources. Kept project to set budget and schedule. Managed 30 software upgrade projects valued at over $2 million in the Microsoft Enterprise Solutions Suite including Microsoft Dynamics CRM, Dynamics GP and AX. Developed detailed project plans and weekly action items. Coordinated team resources. Kept project to set budget and schedule.
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North Communications
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Marina Del Rey, CA
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Project Manager
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1994 - 1999
Planned and delivered multiple interactive multimedia kiosk marketing projects worldwide. Worked with clients to develop project contracts and scope of work Developed and managed project schedules Managed cross functional project team Planned and delivered multiple interactive multimedia kiosk marketing projects worldwide. Worked with clients to develop project contracts and scope of work Developed and managed project schedules Managed cross functional project team
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Education
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Cornell University
B.A., Psychology
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