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Adam Reisch, CPA, CFP®, CCA, CGMAPartner

Experience

As a general services partner, Adam draws on his experience in accounting, audit and specialized services to provide clients with a comprehensive analysis of their business’s financial situation. With his guidance, clients learn to use their data to develop and implement plans for successful growth and transition. Throughout his career, Adam has specialized in finding solutions for the unique needs of the dental and medical, manufacturing, and construction and real estate industries.

Specialties

Corporate, partnership and individual tax planning and preparation; financial planning; financial statement preparation; general business consulting and management services; strategic planning; construction auditing; and cost segregation

Dental practice services team leader

Education & credentials

B.A. in accounting and finance, Loras College, Dubuque, Iowa
Certified Public Accountant (CPA)
CERTIFIED FINANCIAL PLANNER™ (CFP®)
Certified Construction Auditor (CCA)
Chartered Global Management Accountant (CGMA)

Professional affiliations

American Institute of Certified Public Accountants (AICPA)
Iowa Society of Certified Public Accountants (ISCPA)
National Association of Construction Auditors (NACA)
American Association of Dental Office Management (AADOM)

Civic involvement

Northeast Iowa Community College Foundation, board member

Speaking engagements
  • Des Moines, IA | 2013 | Construction-Related Revenue & Tax Savings
  • Atlanta, GA | 2013 | Construction Auditing Risks & Cost Segregation
  • Bismarck, ND | 2013 | Construction Audit Services & Cost Segregation
Thought leadership
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