Past Your Bookkeeper. Before Your CFO.

We serve founder-led businesses in the $5M–$30M zone — where you’ve outgrown a bookkeeper but can’t yet justify a full-time CFO. We bring the financial leadership your stage demands, without the overhead.

Seamless Finance Management with 250+ Integrations

Seamless Finance Management

What Sets Us Apart

We’re not a bookkeeping service. We’re not a Big 4 firm. We’re a CPA-led fractional CFO practice built specifically for founder-led companies navigating the most demanding financial decisions of their growth stage.

Built for Regulated and Physical-Product Industries

Most generalist firms don’t know ASC 730 R&D cost tracking, FDA milestone accounting, or DTC COGS analysis. We do — because we’ve built these systems for medical device, pharma, organic CPG, DTC skincare, and IT services companies at your stage.

CPA-Led, Not Bookkeeper-Run

At Adea, a senior CPA leads every engagement from day one — so your books are structured correctly for your stage, your industry, and your next raise, not just “technically correct.”

Strategy, Not Just Compliance

We don’t just close your books. We build the financial models, board decks, investor reporting, and cash forecasts that founders need when they’re raising, selling, or scaling.

What we do

From bookkeeping to fractional CFO strategy — we become your finance team, handling everything so you can focus on building.

Bookkeeping Services

Monthly close, reconciliation, financial statements, and year-end package — structured for investors from day one.

Controller Services

Monthly close, GAAP books, KPI dashboard, and cash forecasting so your financials are always current and investor-ready.

CFO Services

Board decks, investor reporting, scenario modeling, and strategic financial leadership — without the full-time hire.

Tax & Compliance

Stay audit-ready year-round. GAAP-compliant books, tax coordination, and documentation organized for due diligence.

What our customers are saying

Robert Helmick, J.D. CEO, Trading Desk Capital

“Adea completely transformed how we run finance. We now have investor-grade reporting, clean books, and a clear monthly cadence that keeps the team aligned. They gave us clarity and control we didn’t know we were missing.”

Alex Regan CEO, Empathy Health Clinic

“Partnering with Adea gave us the financial structure we needed to expand with confidence. Their CFO team didn’t just clean up our books—they helped us build decision frameworks that guide hiring, pricing, and cash flow every month.”

Mike McAfee CEO, Product Quest Inc.

“Adea helped us move from reactive accounting to a proactive finance engine. Their team built models and dashboards that our board actually uses. We’re now able to make faster, data-driven decisions with full investor confidence.”

Ilya Ebert CEO, All IT Supported

“Before Adea, we had numbers but no strategy. They implemented systems that made our financials investor-ready and helped us communicate growth potential clearly. Their insight goes far beyond accounting—they think like operators.”