Adem's Writer
@ademswriter
I turn business-owner conversations into qualified tax strategy opportunities.
What I'm looking for
I've worked with founders and SMEs on funding, financial planning, and compliance, completing 200+ discovery calls with business owners. I qualify prospects by listening, explaining opportunities in plain English, and booking the right conversations.
I advise owners on tax strategy including S-Corp elections, reasonable compensation, entity structure, retirement plans, and deductions. With a grant and proposal background, I keep CRM notes clean, follow up consistently, and help ensure only qualified prospects reach advisors' calendars.
Experience
Work history, roles, and key accomplishments
Financial Advisor
Holistic Tax Advisors
Advised business owners on funding, financial planning, and compliance, with a focus on tax strategy including entity structure, compensation planning, and deductions. Conducted over 200 discovery calls to qualify prospects and explain tax strategies in plain language.
Education
Degrees, certifications, and relevant coursework
Adem's hasn't added their education
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Tech stack
Software and tools used professionally
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