Judy Adamson

Financial Coach

Judy Adamson has built an impressive 32-year career of directly relevant experience for BDR’s financial coaching clients. She has 10-years of accounting experience spanning 3 companies from ground-level roles to full-charge bookkeeper. She worked for an HVAC business for 24-years and was promoted 5 times over a 12-year span from Accounts Receivables Clerk to Accounting Manager, then to a dual role of Accounting and Service Manager and then Operations Manager with responsibility for all day-to-day operations for a peak staff of 25 employees. Just prior to joining BDR, Judy worked for a CPA firm where she leveraged her expertise to create a role as a small-business consultant, providing accounting, software and business operations training and guidance to the CPA’s clientele.

Throughout her journey, Judy has continued to learn and implement improvements for her employer: She leveraged BDR’s Operations Manual to install better systems to drive efficacy; she attended Profit Launch and built a business plan providing a roadmap and success-tracking system; she was a member of BDR’s Profit Coach Program which she leverage to set up Labor-Cost tracking that resulted in greater profit. “The Techs loved it because they got big raises”. Judy became a QuickBooks expert and developed considerable experience installing and implementing process-automation software solutions and company-wide procedures. She turned the service department around to become the most profitable department, covering the overhead of the entire company. As a small-business accounting consultant, Judy leveraged her strong organizational skills to train dozens of business owners and bookkeepers on proper accounting processes, how to structure their software and how to interpret the reports to help them succeed.

“I love training my clients and seeing their transformation as they learn and realize the benefits. It is highly rewarding to me!”