Adam Stephenson

Entrepreneur | Trusted business advisor | Business owner | Educator

[Adam Stephenson @AdamSte43009723]

Strong internal controls help nonprofits improve accountability and build trust, even with limited staff and resources. Learn where control gaps often emerge and what organizations can do to address them. #NonprofitFinance #InternalControls https://t.co/e0XlNQ5kTg

[Adam Stephenson @AdamSte43009723]

Your financial reports should help answer: What do we do next?
When financial data is organized and easy to understand, it becomes easier to identify trends, focus on what matters and determine the next step. #FinancialReporting #Accounting https://t.co/bfmPDdB4zu

[Adam Stephenson @AdamSte43009723]

Control gaps often stem from design, execution, override or monitoring failures. Regular reviews can help identify weaknesses before they create larger issues.

Learn more about identifying and addressing control gaps. #InternalControls https://t.co/dKjimEi2EC

[Adam Stephenson @AdamSte43009723]

The cost of a poor employee benefit plan audit extends beyond the audit itself. Asking the right questions about experience, training and technical resources can help protect your plan. Read the full article for five questions every plan… https://t.co/kjWDt5spgt

[Adam Stephenson @AdamSte43009723]

I'm excited that Warren Averett was once again named Accounting Today's #1 Best Firm to Work For in the large firm category! #BFTWF #WATeam https://t.co/nvJmi18H4x

[Adam Stephenson @AdamSte43009723]

Every organization faces risk. How that risk is understood, communicated and addressed can make all the difference. Here, we explore ways organizations can strengthen their approach to risk management and governance. #RiskManagement https://t.co/oeEUd3WKfY

[Adam Stephenson @AdamSte43009723]

August brought plenty of opportunities for connection across Warren Averett, from volunteer projects and team outings to leadership development and practice growth. Read more in our August edition of Around the Firm. #WATeam #Community https://t.co/Q9K6DaBS66

[Adam Stephenson @AdamSte43009723]

AI works best when organizations understand which type of AI fits the job. Better data, clear ownership and realistic expectations drive better results. #AI #BusinessTechnology #DigitalTransformation https://t.co/EgGNZdy8dc

[Adam Stephenson @AdamSte43009723]

IRS guidance on OBBBA overtime and tip deductions brings new W-2 and 1099 reporting requirements in 2026. Employers should review payroll processes now. #OvertimeTax #TipTax #PayrollCompliance https://t.co/vbVEOSyAef

[Adam Stephenson @AdamSte43009723]

IRS guidance on Opportunity Zones 2.0 clarifies transition rules for existing projects and eligible 2026 capital gains. Planning before year-end 2026 could help preserve valuable tax benefits. #OpportunityZones #Tax #RealEstate #IRS https://t.co/UhPQvzRsmf

[Adam Stephenson @AdamSte43009723]

Buying a business takes more than finding the right opportunity. Strong due diligence, trusted advisors and a clear understanding of risks can help support a successful acquisition. #MergersAndAcquisitions #DueDiligence #BusinessGrowth https://t.co/uh7IdH7fXC

[Adam Stephenson @AdamSte43009723]

Auto dealerships handle sensitive financial and personal data, making GLBA compliance an ongoing priority. Regular reviews can uncover gaps before they lead to compliance or security issues. #AutoDealers #GLBA #Cybersecurity #Compliance https://t.co/4V3qDdFXF8

[Adam Stephenson @AdamSte43009723]

ESOP valuations are based on fair market value under ERISA, not sale price expectations. Strong documentation, realistic projections and experienced advisors can help support a smoother transaction. #ESOP #BusinessValuation… https://t.co/K0lSGbQUxG

[Adam Stephenson @AdamSte43009723]

It has been exciting to celebrate team member achievements, community recognition and milestones across our offices this summer. #WATeam https://t.co/5qrreiuSFw

[Adam Stephenson @AdamSte43009723]

Big purchases, financing, insurance costs and multi-entity operations can all affect a trucking company’s tax outcome. A review of finances can help uncover planning opportunities. #Transportation #TaxPlanning https://t.co/c9Ea4G47tG

[Adam Stephenson @AdamSte43009723]

A full inventory count can bring production to a halt, while cycle counting keeps operations moving. Consistent counts help teams stay on top of inventory levels and improve efficiency. https://t.co/kv3kzVJ19x #manufacturing #inventory #finance

[Adam Stephenson @AdamSte43009723]

AI can spot trends fast, but reliable insights start with reliable financial data. Reconciled accounts and consistent reporting help AI support better business decisions. #AI #Accounting #Finance #DataQuality #CFO https://t.co/PEoBnTCybn

[Adam Stephenson @AdamSte43009723]

Inventory accuracy drives cash flow, production schedules and customer satisfaction. Even small inventory gaps can lead to costly decisions, making regular reviews and stronger controls essential. #Manufacturing #InventoryManagement… https://t.co/WFnXvarlvE

[Adam Stephenson @AdamSte43009723]

GLBA compliance, risk assessments, vendor oversight and incident response help businesses reduce cyber risk and support continuity. #GLBA #Cybersecurity #Compliance https://t.co/Ton80gkJhb

[Adam Stephenson @AdamSte43009723]

Strong cybersecurity starts with visibility into where exposures exist and who is accountable for addressing them. Every CEO should be prepared to answer five critical questions that influence business continuity, data protection and… https://t.co/sMFuaYSvXK