Addison
Simplified financial management for growth companies.
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Client Reviews
Are You Our Ideal Client?
We work best with people & businesses that fall into these categories.
Clients who would be a good fit
The best clients for our model are funded startups, early-stage companies or small businesses generating under $1M per year, and medium-sized businesses generating $1M to $10M in revenue per year. We are industry agnostic, but most of our clients are in the following segments: Software, Professional Services, Foodtech, Fintech, and Biochemicals.
Clients who wouldNOTbe a good fit
Businesses that are generating more than $20M per year, and businesses in the real-estate industry.
Minimum Financial Requirements
Annual Income
No minimum required
Annual Revenue
No minimum required
Client Type
Services Offered
About Addison
Bookkeeping and financial advisory services for growth companies. Let us handle the numbers, so you can focus on the thing that matters most: growing your business.
Disclaimer
Sam’s List is a platform that connects users with independent financial professionals, including accountants, bookkeepers, fractional CFOs, and financial advisors. Sam’s List does not provide, endorse, or guarantee any financial, accounting, or investment services. Some professionals on this platform participate in paid programs for additional visibility or leads. Users are responsible for conducting their own due diligence before engaging with any professional. Learn more in ourTerms of Service.
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3 Client Reviews
"My experience with them has been fantastic. They make it super easy for me to stay hands off while still giving me all the important financial info I need. Would highly recommend!"
1 Client Reviews
"without a doubt 💯 Worked together for 2-3 years. Great service. Organized. Responsive. Knowledgeable. Always learning and sharing new info!"
22 Client Reviews
"Chase was invaluable in providing me with the financial tools and information I needed to make a big decision for my company. It was helpful to see the numbers, but he went beyond that by guiding me through the potential outcomes and responding to all my “what-if” questions."
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Sam’s List is a directory for exploring accountants, bookkeepers, fractional CFOs, financial advisors, and wealth managers. We do not provide financial, investment, tax, or legal advice, nor do we recommend or endorse any specific professional. Some professionals participate in paid programs for additional visibility or leads. Users should independently verify any professional before engaging their services. Learn more in ourTerms of Service.
