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JEA Financial

JEA Financial

Bronze partner
United States, New Jersey, Allentown
Award
Locations
  • United States, New Jersey, Allentown
Advisor Type
  • Bookkeeper
  • Integrator
Annual revenue
  • $100-500k
  • $500k-1m
  • $1-5m
  • $5m+
Accounting System
  • Quickbooks Online
Sales Channel
  • Shopify
Services
  • One off A2X Setup/Consulting Service
  • Monthly Bookkeeping
  • Cleanup
  • Profit First Certified

It’s a new day for your business. 🌞 At JEA Financial, we turn your numbers into clear, strategic insights—helping you grow profitably and sustainably, with the confidence to make smart decisions every step of the way.

Many business owners feel overwhelmed by their finances, even with a bookkeeper or CPA. JEA Financial provides clear, strategic financial support so you can understand your numbers, make smarter decisions, and become permanently profitable. As a Certified Profit First Professional, we use a proven cash management system that helps you pay yourself first, plan for taxes, and keep your business profitable. We will help you set up simple bank accounts and clear percentages so you always know where your money should go. Let’s Bring Your Business Into the Light.

JEA Financial provides personal financial support designed to grow with your business. Services include ongoing monthly bookkeeping, one-on-one financial coaching, and fractional CFO services tailored for scaling companies. Erica meets clients where they are, offering judgment-free support, clear guidance, and personalized strategies to help them thrive.

Bookkeeping:

You deserve more than bookkeeping—you deserve clarity. With JEA Financial, you’ll finally understand where your money’s going, feel confident paying yourself, and have a clear plan to grow. Every number is double-checked, so you can trust your books and your decisions.

Financial Coaching:

In just six sessions, you’ll get the clarity, confidence, and plan you need for permanent profit.

You’ll walk away with:

  • Clear pricing and profit targets you can trust
  • A cash flow plan that works in the real world
  • Confidence to hire, grow, and pay yourself well
  • Financial know-how—no jargon, no judgment, just results

Fractional CFO Services:

With JEA’s Fractional CFO services, you get more than reports—you get a partner. Someone to sit with you, think with you, and plan with you. We’ll help you understand what your numbers are really saying and exactly what to do next to reach your goals.

Clients

Roxanne AssoulinBeautiful Feet BooksSpace and TimeHot Mess ConsultingStocked by Three Owls12|12 Get Give
Reviews
5
2 reviews
The Best Decision I Made as a CEO
Aug 18, 2025
Roxanne Assoulin, Roxanne Assoulin Inc.
"I’ve been in this industry 40+ years, but instinct will only take you so far. I wanted clarity—the numbers, the systems, the story they told. Erica and her team rebuilt my books, added structure to chaos, and gave me a simple weekly ritual: a clear snapshot of my business. Now I have clean books, sharp forecasts, and the confidence to make big decisions without second-guessing. Working with JEA hasn’t just strengthened my business—it’s made me a better CEO.
Increasing profits made easy!
Aug 12, 2025
Josh Berg, Beautiful Feet Books
Working with Erica and JEA has helped me define targets and a solid step-by-step process to increase profitability based on the Profit First methodology. Erica made this process fun, educational, and practical. As a business owner of a profitable company I found that in recent years profits were being gobbled up by increased expenditures. As our revenue increased, our profits did not. That was a frustrating feeling, and I knew there had to be a way to reverse that trend. JEA was the answer!

Ready to connect with JEA Financial?