Don’t Take Our Word For It—Ask Our Clients!

In the years I’ve worked with Adam Short, I’ve had the privilege of seeing him in many high value areas. Most notably, he has an extraordinary ability to handle very complex and varied business management tasks, from finance to corporate restructuring to marketing, research and communications. He is extremely diligent, trustworthy and detail-oriented but also has the uncommon ability to grasp abstract concepts necessary for big picture success. I highly recommend him, he can handle nearly anything you throw his way!”
— Hans J., Multi-Millionaire & Business Owner
It was a wonderful experience. Adam was attentive, patient and explained the details of our transition clearly and concisely so that we understood what was happening at every juncture. Adam encouraged questions even if they were they same ones over and over. Adam wanted to make sure we were comfortable with every piece we were going over and would stay there until we were ready to move on to the next thing. It was wonderful to have that kind of customer service, commitment and dedication to us.”
— Tonda L., Grace Life International
Adam is a rock star with QBO. He always goes the extra mile to help us out when we encounter obstacles with our financial process.”
— Charles P., Grace Life International
Adam is incredibly accessible and always prompt in responding to questions. He has shown an incredible wealth of knowledge on any topic we’ve asked about, and even when we needed help with something outside of his expertise (international tax laws for a different country), he did research to find our answers. I would highly recommend Adam to anyone wanting thorough and excellent work done on their taxes.”
— Jared N.
Very quick and professional service! I’ll definitely be using them again!”
— Desiree H., Premier Consulting Charlotte
Adam at Lumenux is very thorough and quick to respond. Highly recommend using their accounting services.”
— Casey K., Giddy Up Inc.
Adam was great to work with. I had waited until the last minute because of some big changes that I wasn’t sure how to handle on my tax return but Adam was very helpful and patient in getting everything done and filed on time!”
— Ann L.
Adam was very knowledgeable, credible and responsive for our tax needs. If you favor a more digital, online, streamlined approach (i.e.,, etc) then Short Financial and their system is what you’re looking for.”
— Andy J.
Nobody likes changing their tax preparer, but Adam did an excellent job all around of making the process as easy as possible. The reason I selected Short Financial was the “Get it done” attitude. He is knowledgeable, and my questions/issues are are addressed immediately. That’s so important for a small business like mine. The online tax info system was very user friendly, and saved me a ton of time. Next step... we start working on tax planning to make my business more efficient.

When you select the companies to interview for your business... BE SURE TO PUT SHORT FINANCIAL IN THE GROUP FOR CONSIDERATION.”
— David M., Milkins Golf LLC
Adam provided quick, excellent service and he got us a refund, which I thought would be next to impossible this year. He asked a lot of questions, and waited while we went through our files and dug up necessary documents. We’re grateful that we found him, and will use his services again. If you’re looking for someone who is ethical, professional, and knowledgable, Adam is your guy.”
— Jaimee B.
Adam helped us set up our books and provided excellent training on QuickBooks. He was able to answer all my questions and was extremely helpful! We will definitely be using his services going forward.”
— Ann K., Romp Fasteners N.A., LLC
Excellent service - Quickbooks cleanup project
Excellent service, very responsive and knowledgeable. Patient with understanding our needs.”
— Debbie W., Lesslie Welding & Fabricating, Inc.
Adam Short is extremely responsive. Adam is quick to respond to emails and phone calls. He is on time and prompt with his services. He offers helpful information without being overwhelming and is willing to jump into any project large or small.”
— Elizabeth K., Carolina Thai Healing Arts, LLC
“Short Financial Group is wonderful. They helped me save so much on my taxes and they showed me writeoffs that I didn’t even know existed. They have also given me amazing advice for my new business helping it grow. You’re in good hands with Short Financial Group.”
— Lars F., Viking Body Armor
Very knowledgeable.”
— Marianne B., Carolina Custom Homes
Very knowledgeable and makes sure you have all necessary information to get Your paper work done right. I would work with him again and plan on it in the future.”
— Travis Y.
Adam is very knowledgeable and helpful in teaching me the online QB’s. He’s also quick to return my emails, which is great! I’ve enjoyed working with him.”
— Sherry W.
Great insights into the best approach to set up accounting / books in our small business; Adam ensures that we understand pros/cons to make decisions and do things the right way!
— Coty C., Compass Leadership LLC
Short Financial Group helped with my needs for my small business. I would definitely recommend him to fellow business owners and friends.
— Robert S., One Locksmith LLC
Great experience! Very thorough and knowledgeable. Would recommend to anyone and everyone.”
— Ben S.