Who We Are
Hi, I'm Anthony.
I started AD Accounting because I kept seeing the same thing: small business owners doing their own books late at night, unsure if the numbers were right, and paying for it at tax time.
I've spent 4+ years in accounting for high-volume, multi-location retail and service businesses, reconciling 700 to 1,100+ transactions a month, managing sales tax filings, and reviewing vendor invoices line by line. That review caught $10,000 to $15,000 a year in overcharges and billing errors.
Now I bring that same attention to detail to small businesses and professional practices. When you work with AD Accounting, you work with me: not a call center, not an app.
Credentials: Accounting degree, Utah Tech University · QuickBooks Online ProAdvisor · IRS-registered tax preparer (PTIN) · VITA-trained · Currently pursuing a Master of Accountancy (MAcc), CMA, and CPA.
Originally from California, now based in St. George, Utah, and serving clients remotely nationwide.
Key Experience & Results
High-Volume Retail Reconciliation (5+ Locations) Processed 2+ years of monthly bank reconciliations for operations with $2.5M–$3.2M monthly sales. Identified and corrected nearly 5 vendor discrepancies per quarter (primarily duplicates, overcharges, and unshipped items, averaging $300–$800 each), preventing approximately $10,000–$15,000 in annual potential losses. Reconciled 700–1,100+ monthly transactions (85% vendor invoices/packing slip matching).
Sales Tax & Compliance Ensured 100% on-time sales tax compliance and filings across multiple jurisdictions for high-volume retail over 2+ years.
Vendor Invoice Example Caught multiple $500+ duplicate vendor invoices, preventing immediate payment and recurrence.
Financial Modeling Projects
Developed ROI, monthly return, and payback-period models for local car wash expansion, adjusting expectations from overly optimistic projections.
Built comprehensive budget and forecasting models for startup surf shop, incorporating multiple revenue streams and expense categories.
Other
VITA tax preparation for multiple individuals, optimizing returns.
QuickBooks ProAdvisor Certified
Contributed to forensic financial analysis for local city (land sales, leases, property tax, business licenses), finding and saving nearly $2M of wasteful spending.
More About Us
Driven by passion, grounded by values. We're a team of passionate thinkers and doers, dedicated to building with purpose and clarity. Collaboration and curiosity drive everything we do.
Contact us
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