Consulting, Tax and HR Services to Go

professional business Consulting

& Tax Services

We offer custom tailored solutions ranging from CFO / Controller services to HR consulting to tax services. Let us be your experts so you can focus on growing your business.

about us

Diana G. Adelman has 35 years experience in accounting. She began her career with a 130+ year old insurance agency, working her way from entry level bookkeeper to the company's first woman Chief Financial Officer (CFO). After 15 years, she moved on to a Third Party Administrator, continuing in the insurance industry in both the CFO and COO roles.

Five years later, she decided to be a small business owner herself. She founded her business to bring financial management and human resources expertise to small and mid-sized businesses that can't afford to hire a full-time CFO or HR Manager. While maintaining her own business, for the past 14+ years, she has been the full-time CFO for a local small business.

Diana has CPA and CGMA licenses as well as PHR and SHRM-CP licenses, and she still holds her insurance license.

we provide The best solution

To grow your business

Diana's background and experiences are broad and have positioned her to be someone who understands how to run companies. She can leverage that insight for small to medium-sized businesses in a much more cost effective manner.

The cost of hiring a full-time Controller can range from $60,000 to over $100,000 per year plus bonuses and benefits. As 'Your Concierge CFO,' we can provide experienced support at a fraction of the cost of hiring a full-time CFO/Controller. We will work with your existing bookkeeper or office manager to improve the quality and integrity of your financial information.

Chances are your CPA does an excellent job of providing income tax and auditing services but lacks the industry experience and business knowledge necessary to support business owners. As 'Your Concierge CFO,' we can work in conjunction with your current CPA to provide a full array of accounting services to growing businesses.

The world of HR is ever-changing! As your business grows, HR and compliance complexity grows with it. Employment laws constantly change. “DIY” combined with cookie-cutter HR advice will only take your company so far. Let us be "Your Concierge HR Manager."

our services

When you first started out, and money was tight, the “DIY” method of accounting might have worked just fine. But that was then. Now you have employees, pay estimated taxes, and need to manage your cash flow better. You need to find a trusted advisor to partner with all year long--not just at tax time. We are here to help.

CFO Services

Businesses of all sizes benefit from hiring a Chief Financial Officer (CFO) or controller. But can small business owners afford one? Absolutely!

Let us be “Your Concierge CFO.”

HR Consulting

"Human resources isn’t a thing we do, it’s a thing that runs our business."

— Steve Wynn

Let us be "Your Concierge HR Manager."

QuickBooks Services

Gain valuable financial insights!

When you use accounting software like QuickBooks, you'll have more time to focus on what you do best, which is run your business.

Tax Preparation

“The hardest thing in the world to understand is the income tax.”

– Albert Einstein

Most people aren’t tax experts nor should they be. That’s OUR job!

24/7 Client Portal

We offer SecureFilePro through Drake Software to securely send and receive documents and information.

why us

We provide services you need to accomplish YOUR business goals, not ours.

Let us be your experts so you can focus on growing your business.

Reasons people choose Diana G. Adelman, CPA, PHR

You are spending more time with your bookkeeper than your customers.

You do not understand the difference between profits and cash flow.

Your sales are growing but cash is shrinking (and you are not sure why).

You are not sure which of your products or services are most profitable.

You are not receiving financial information within 5 business days.

You are often surprised with tax payments or other large invoices.

You are unsure of the quality and integrity of your financial information.

You are concerned with segregation of financial duties or internal fraud.

You talk about budgets and cash forecasts but never find the time to prepare them.

Your office manager or bookkeeper have questions you are unable to answer.

You are using QuickBooks software and need help making it perform for your business.

Benefits of using Diana G. Adelman, CPA, PHR

Improved quality and timeliness of financial information.

Improved decision-making capabilities.

More time to focus on new services, new customers and other business issues.

Better understanding of the business with fewer surprises.

More control over how the business is managed.

More comfort that someone else is helping you look at the finances.

Services are priced hourly; no more being charged by the form and/or for services that are never used.

meet our team

Diana's knowledge and real world experience combined with her meticulous focus on "the details" is what makes her such a valuable resource for small business owners and individuals alike. Diana is the "star of the show."

Robert on the other hand likes to stay "behind the curtains." Besides keeping the website running, he helps with other IT related responsibilities.

Diana Adelman

CPA, PHR

Robert Adelman

IT Manager