I enjoy the creativity behind helping each entrepreneur envision what motivates them, and being a part of bringing that to life. I’m deeply convinced about the dynamism of the small business economy, and it’s ability to create value in the lives of owners, customers, team members, and communities — a value that matters not just for the short-term, but for the long-term.
What’s one of your favorite customer stories?
We had a small business owner who originally came to us tentative about technology, and unclear about their focus and what that translated into financially. By working through The Elements Foundation, then following through with The Simple Path planning meetings quarterly, they were able to cut away what wasn’t helping them, experience more freedom for free time, and achieve a greater profitability. Seeing that movement from weighed down to flourishing is the best part of what we do.
If you had to spend $1,000 on something fun, what would it be?
I would take a SCUBA trip somewhere warm — time underwater, followed by a good meal overlooking the sea: ahhh, that would be good. 🙂
Adrian graduated from Loyola University Maryland in 1999 with a bachelor’s degree in accounting, and then went on to complete his MBA with a concentration in finance in 2000. He began his career as an auditor for one of the Big Four public accounting firms, and transitioned to working with small business owners with his father in 2002, eventually purchasing the firm in 2014. He both speaks at conferences and writes pieces for the accounting profession, is a Practicing Fellow with the VeraSage Institute, and is happy to call Laurel his lifelong home.