The Founder

Adam Libman

CRTP • Fractional CFO

25 years in tax and accounting. Over 100,000 returns reviewed. More than 1,000 business owners served. The same pattern showed up over and over: trade contractors making six-figure decisions on half-baked numbers, then wondering why the bank balance never matched the P&L.

So I went narrow. Now I work exclusively as a fractional CFO for trade contractors doing $3M–$8M in revenue. My entire job is to close the gap between bid and bank so 15%+ net profit becomes normal, not a lucky month.

Plain-English finance. No arrogance. No guru talk. Just clear numbers, straight advice, and a partner who's willing to be measured by your profit, cash, and owner take-home.

Outside the Numbers

Married 20 years to Maria. Dad to four boys — Evan, Ethan, Eli, and Sam — here in Arcadia, CA. Bourbon collector (George T. Stagg if you're buying). USC football, AC/DC, Foo Fighters on repeat. Lifelong Lakers fan with strong opinions about what makes a "real" Laker.

Adam Libman - Fractional CFO for Trade Contractors

Adam Libman

CRTP • Arcadia, CA

Credentials

✓USC – B.S. Accounting
✓USC – B.S. Business Administration
✓California Registered Tax Preparer (CRTP)
✓25+ Years in Contractor Finance & Tax
✓100,000+ Tax Returns Reviewed
✓1,000+ Business Owners Served

Strategic Partners

Who We Work With

I've built relationships with specialists who complement the financial work we do. When you need expertise beyond numbers, these are the people I trust.

Joshua Long - Sales Team Expert

Joshua Long

Sales Team Expert • Bottleneck Breakthrough

Josh helps business owners build sales teams that actually close. Author of Bottleneck Breakthrough and former marketing director for BBI (owned by Chet Holmes and Tony Robbins), he's worked with hundreds of companies to diagnose why sales teams underperform and create hiring profiles that stop expensive mis-hires.

When Assessment clients hit a sales constraint — hiring, team performance, or building a scalable process — Josh is who I bring in. He comes in through us; you're not managing another advisor. I remain your primary relationship.

BottleneckBreakthrough.com →

How We Work With Your Existing Team

I coordinate directly with the people already supporting your business. So you're not the middleman between bookkeeper, payroll, banker, and tax.

📚

Your Bookkeeper

💰

Your Payroll Provider

🏦

Your Banker

📋

Your Tax Preparer

Ready to Work Together?

Start with a 20-minute Clarity Call. No pitch. No pressure.

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