Fractional CFO · Leadership · Mentorship
Where the numbers become the decision.
Adullam Group is a private advisory practice — a sanctuary and a catalyst for founders and business leaders who need financial clarity, disciplined execution, and strategic vision without the overhead of a full-time CFO.
Capabilities
Three disciplines, one desk.
Fractional CFO Advisory
Cash flow mastery, financial forecasting and modeling, KPI tracking, capital allocation, unit economics, and tax efficiency — delivered as a standing advisory, not a report.
Business Leadership Advisory
Operational cadence, leadership alignment, navigating growth bottlenecks, and building the scalable infrastructure a company needs past its first systems.
Founder Mentorship
High-impact one-on-one mentorship for founders navigating high growth, financial leadership, and sustainable wealth creation.
The Adullam Philosophy
Refuge & Forge.
Adullam was a stronghold — the place a leader withdrew to when the pressure outran the plan, gathered strength, and came back decisive. That is the name we chose, and the work we do: a space to regroup, master your finances, and lead with unwavering confidence.
The Refuge
A protected room where the numbers stop shouting and start speaking. No theater — just the figures and the honest questions.
The Forge
Where those figures are hammered into decisions a board, a lender, or a founder can carry into the market.
Who We Serve
Built for the working company.
Growth-stage companies
Teams scaling revenue faster than their financial infrastructure can carry.
Health & wellness founders
Clinic, studio, and practice owners building durable margins across locations.
Service entrepreneurs
Agencies and professional firms tightening pricing, utilization, and profit.
Founders past bookkeeping
Operators who have outgrown a bookkeeper and need strategic financial leadership.
Leadership
Shalen Patel, CPA
Shalen brings over a decade of financial reporting, corporate finance, and founder-focused advisory experience. He has built reporting functions, closed the books at scale, and sat beside owners through raises, expansions, and hard resets.
He leads Adullam with the same restraint he brings to a balance sheet: only what is true, only what is necessary, and always in service of the decision in front of you.
Speak with ShalenIntake
Request a strategy call.
Tell us where you are. We respond personally within two business days.
Questions
How does a fractional engagement begin?+
With a strategy call. We learn your position, then propose a scoped engagement — no open-ended retainer until the work is clearly defined.
Is this bookkeeping or accounting?+
No. We work at the advisory layer — the decisions the numbers inform. Your existing bookkeeper or accounting team stays in place.
How do you integrate with our existing team?+
As the financial leader above your accounting function: we set the reporting standard, run the cadence, and give your team and your board a single source of truth.
How much time do you need from us?+
Typically a recurring working session plus access to your financials. We are built to fit around a founder's calendar, not replace it.
What is a typical timeline?+
The first 30 days establish clarity — clean reporting, a working model, and a cash view. From there, most engagements run in quarterly cycles against agreed priorities.