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Why the Adam Kae Way Works

The Secret to Our Success

Usually, spilling business secrets is typically a major “no no." In our case, our best kept secret is hidden in plain sight! Industrial organizational theorists have used the bones of the Adam Kae way for decades. We just gave some of these steps cooler names. 😎

Why are we telling you this?

Our goal is to help you:

  • Find solutions to complex financial problems

  • Pinpoint problems that could be a big red flag later

  • Create a vision and path to success

Without a system, we wouldn’t be able to help you achieve your goals. The Adam Kae Way is based on organizational psychology for goal setting, team engagement, and management. We read the book Business Process Outsourcing by Click & Duening, where a 6 step business process was introduced. We narrowed it down to 5, adjusted some parts to better fit our services, and BAM - The Adam Kae Way was born.

We Didn’t Reinvent the Wheel

No, really. This system has existed for ages!

It’s so easy to get caught up in the details of operations and day-to-day management, so implementing a system like The Adam Kae Way throughout your organization may seem like a tall order.

Similar systems are used by consulting firms, educators, and in a variety of different industries.

There are so many resources for big corporations, and they have the big price tags to go along with them. We help small to medium-sized businesses use strategies that are best suited to their business, industry, and situation.

1. Adam Kae Analysis

We’re your financial robot scanning the balance sheets and looking for solutions!

2. Activity Optimization

Efficiency is the name of the game - we check up on bottlenecks throughout your process.

3. Advancements & Enhancements

We brainstorm solutions to your concerns.

4. Assemble Your Strategy

We assemble your strategy using the solutions that fit your vision of growth. Also - it makes us sound like the Avengers. We’re like the Avengers of finance.

5. Activate Your Adam Kae Way

All systems GO! We help you implement and manage your strategy. This is the major advantage of working with us - we don’t present a solution and leave. We stay on to help you implement, adjust, and manage as needed.

1-2-3-4-5 Easy Steps

Not only do our 5 easy steps help you stay on track as we move through your Adam Kae Way, but they seamlessly flow together as you work on your vision to success.

The best thing - the Adam Kae Way isn’t JUST for your finances. No, sir. You can apply this to a wide range of decision-making processes in your business such as marketing, HR, management, sales, and more!

Each step has our Adam Kae touch to it, so you can see each campaign’s progress step by step.

24/7 Expertise at Your Hand

We don’t mean to brag, but we have quite a bit of experience. Adam started as an actuary for healthcare, launched his own accounting firm, and is now the founder of Adam Kae. Let’s break that down a bit more:

As an actuary, Adam learned the intricacies of strategy formulation, the healthcare industry, and in-depth financial management.

As an accountant, he once saved a client $35,000 on their taxes! Also, add “tax expert”, “bookkeeper” and “payroll manager” to the list. He’s managed the itty bitty finance details before, so he understands how many moving parts your business has.

Adam had a revelation one day. His favorite parts of his accounting firm were helping businesses. He loved consulting calls, and he was tired of spending tax season with a cot in his office and no sleep. He became inspired to launch Adam Kae & Associates to continue doing what he loved all day, every day.

Where’s the Risk?

New relationships are hard, we understand! We’ve created a few risk-free ways for you to experience Adam Kae & Associates. Meet the team, try us out, and tell us how we can help your firm!


If you’re underwater too long, you might drown. If you’re in financial uncertainty too long, you might drown.

Our complimentary 30-minute 1-on-1 calls allow you to walk away with a solution. Tell us about your business, your dreams, and your biggest financial problem. We’ll work with you to create a solution on the spot that you can start implementing today.

Why do this for free?

Solid business relationships take time, and we want to make sure we’re the right fit for you. We love dad jokes, bowties, and singing super low notes on queue.

Strategy Proposal Session

If you loved your 1-on-1 call, but you’re not 100% ready to jump off the diving board, then we can schedule our Strategy Proposal Session.

This session is like leveling up from our 1-on-1. We’ll take a bigger financial obstacle you’re facing and work through the Adam Kae Way with you - just like if you were a regular client with us! It’s a great way to test the waters again and make sure we’re a great team!

This session is typically valued at over $700, but we offer it for only $477!

Once You’re a Client

Congratulations - you’ve taken the leap to command your finances and level up your business!

However, if you pay our annual fee and are not 100% satisfied after 3 months of working with us, we will refund your remaining 9 months with no questions asked. We understand that sometimes things don’t work out or life happens (ahem, 2020 in a nutshell?)

We value our relationship with you more than the paycheck, so we’ve implemented our 3-Month Guarantee policy to showcase that.

Wow, I’m so Excited, what’s next?

Let’s start with your 1-on-1.

Schedule your 1-on-1 HERE

Want to learn more about us? Check out the rest of our website at

Also, be sure to follow us on social media!

Follow Us:

Instagram: AdamKae_CFO

YouTube: CFOAdam


Disclaimer: This article contains information and opinions from Adam Kae & Associates, and the information and opinions should not necessarily be seen as the best possible solutions for your business. Please contact us at to help you find the best solutions for your business.

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