50
Years in practice
7 Prince Place, 3rd Floor — Newburyport, MA
More than a CPA — a partner in your business.
ADC CPA helps business owners simplify the financial side of running their company through strategic thinking and steady collaboration. If you value a CPA who shows up year round, we should talk.
4
Generations of business owners
50
States served
1
Firm, built to last
No. 01 — Who We Serve
We work best with these types of business owners.
Wherever your business sits today, we have a division built around the work you actually need.
Commercial Division
Established Companies
You are a $5M+ business with bank financing, covenants to meet, and a finance team that handles the day to day. You need a CPA who can review financial statements, plan for tax, and weigh in on the bigger decisions before they hit the books.
Commercial Division
Closely Held Companies
You are a $1M to $5M business, running a tight operation, often with a controller or bookkeeper inside. You want strategic tax planning, clean monthly reporting, and a sounding board you can actually reach when something comes up.
Commercial Division
Growth Stage Companies
You are three to five years in, building fast, and ready to put a real financial foundation under the business. We help you set up the right systems now so you do not have to untangle them later.
Government & R&D Division
Research Start Ups & Government Contractors
You are a federally or state funded business, a venture-backed R&D company, or are advancing your research to commercialization. We simplify federal compliance and strategic business modeling.
No. 02 — What We Do
A full service CPA firm built for year-round work.
Compliance is the floor, not the ceiling. Here is where our work actually starts.
Advisory & CFO Support
A finance partner you can call before you make the decision, not after.
Audits, Reviews & Compilations
Done right for your bank, your investors, and your peace of mind.
R&D Startups & Government Contractors
Federal compliance and strategic reporting made simple — your business, our expertise.
Bookkeeping & Monthly Accounting
Clean books that close on time, every month.
Tax Planning & Preparation
Forward looking strategy plus accurate, on time returns.
Trust & Estate
Coordinated tax and reporting across your business and your family.
No. 03 — Why Owners Choose ADC
We exist to make the financial side of running your business simpler.
ADC CPA has spent fifty years building a different kind of firm. Less compliance check-the-box, more partners who know your business. Anthony Rita and Brittany Leary acquired ADC in 2022 and have been steadily reshaping the practice around year round, advisory style relationships with owners who want a CPA in the loop, not on the sideline.
Strategic thinking. We look ahead, not just at last year.
Real collaboration. Steady, two way conversation between us and you.
Trust and integrity. Plain answers, even when the answer is hard.
Fig. 01 — The Merrimack River, Newburyport's working harbor since the 1700s.
North Shore, Massachusetts
No. 04 — Ways to Work With Us
Service packages
Who We Are
A fifty year old CPA firm that thinks like a partner.
Headquartered in Newburyport, Massachusetts. Built around the businesses we serve.
No. 01 — Our Story
Fifty years, four generations, one firm.
Ambrosi Donahue Congdon and Co., P.C. has been serving business owners and their families for over fifty years. Founded in 1974 in Newburyport, ADC began as a small homegrown firm with the goal of accommodating local citizens and businesses of the North Shore. We have since expanded and now have clients in all 50 states across the US.
In July 2022, Anthony Rita and Brittany Leary stepped in as the firm's new ownership, and have been steadily moving ADC toward the kind of practice they would want as clients themselves — less reactive, less transactional, more year round, more strategic, more in the loop.
That shift is intentional. The firms that win in the next decade are not the ones grinding out the highest volume of one and done returns. They are the ones who sit beside owners and help them think clearly about money, tax, and growth, all year long. That is the firm we are building.
Recognized By
American Institute of CPAs (AICPA)
Massachusetts Society of CPAs
Women in Business (WIB)
No. 02 — Mission & Vision
Our Mission
To provide innovative strategic solutions and develop meaningful relationships with value minded clients through an intentional, collaborative approach.
Our Vision
Simplifying financial challenges through strategic thinking and collaboration.
No. 03 — Our Values
What holds the firm together.
Strategic Thinking
We look at what is coming, not just what already happened. Tax planning before year end. Cash flow conversations before the squeeze. Decisions made with eyes open.
Collaboration
The best client work happens in dialogue, not handoffs. We are part of your team, on your timeline, with shared context.
Meaningful Relationships
We want to know your business well enough that we can spot something a stranger would miss. That depth of relationship takes time and intention. We invest both.
No. 04 — Our Team
Accounting experts, each with their own area of focus.
Eight partners and directors, split across our Commercial Division and our Government Contracting and R&D Division, to meet your ever-changing needs.
AR
Anthony Rita, MSA, CPA
Partner — Commercial DivisionTwenty plus years guiding closely held businesses through tax, audit, and the strategic decisions in between.
BL
Brittany Leary, MBA, CPA
Partner — Government Contracting & R&DOutsourced advisory, accounting and tax for venture-backed and government-funded R&D startups.
GM
George G. Moker, EDD, MBA, CPA
Director — Government Contracting & R&DThirty plus years working with venture-backed and government-funded R&D startups; founder of Moker CPA PC.
KC
Keith Congdon, CPA
Director — Commercial DivisionThree decades of tax, audit, and corporate experience working with closely held manufacturers and technology companies.
RP
Robert Poirier, CPA
Senior Director — Commercial DivisionQuality assurance backbone of ADC's tax compliance and assurance work, with thirty plus years in practice.
AC
Abbey Collingwood, CPA
Senior Manager — Commercial DivisionLeads ADC's individual tax team, handling the year-round advisory work that sits alongside compliance.
JM
Jaime Martel, MBA, CPA
Manager — Commercial DivisionManages commercial corporate tax and assurance engagements for ADC's local small business client base.
NL
Niki LeMaitre, CPA
Tax Manager — Government Contracting & R&DManages corporate tax for venture-backed and government-funded R&D start-ups, with a specialty in research credits.
Services
A full service firm, built for year-round work.
Compliance is the floor, not the ceiling. Every engagement starts with your books and ends wherever your business needs us — tax, audit, or a seat at the table on the decisions in between.
No. 01 — Core Services
Where the work starts.
Bookkeeping & Monthly Accounting
Clean books that close on time, every month. We manage the day to day so your financials are accurate, current, and ready whenever you — or your bank — need to look at them.
Tax Planning & Preparation
Forward looking strategy plus accurate, on time returns. We plan for tax before year end, not after, so there are fewer surprises in April.
Audit & Assurance
Financial statement audits, reviews, and compilations done right for your bank, your investors, and your peace of mind.
Advisory & CFO Support
A finance partner you can call before you make the decision, not after. We weigh in on pricing, financing, and growth planning alongside your leadership team.
Trust & Estate
Coordinated tax and reporting across your business and your family, so personal and corporate planning move in step.
Research & Experimentation Tax Credits
Identifying and documenting R&D credits your business has earned but may not be claiming in full.
No. 02 — Government Contracting & R&D
Federal compliance and strategic reporting made simple.
For venture-backed and government-funded research companies advancing toward commercialization, formerly served under Moker CPA PC.
FCFO / FP&A Services
Outsourced financial leadership and planning built for R&D-stage companies.
Government Billing Services
Accurate, compliant billing on federal and state-funded contracts.
Indirect Rate Management & Reporting
Rate calculation and reporting that holds up under federal scrutiny.
Full-Outsourced Accounting
A complete back office for research organizations that need one.
Compliance Modeling
Strategic business modeling that keeps you ahead of federal requirements.
R&D Tax Credits
Capturing the research credits your funded work has already earned.
No. 03 — Service Packages
Ways to work with us.
From foundational bookkeeping to full CFO-level partnership, our packages scale with the stage your business is in.
Basic
Foundational bookkeeping and compliance for small, steady operations.
Starts at $300/mo
Ask About This →Advisory
Full CFO-level strategic partnership across tax, cash flow, and growth.
Starts at $1,500/mo
Ask About This →Government Compliance
Federal contracting, indirect rate management, and compliance reporting.
Custom quote
Ask About This →Contact
Tell us about your business.
We will tell you whether we are a fit, and what working together would look like. Reach us directly, or send a note and a member of the team will follow up.
Direct Contact
Address
7 Prince Place, 3rd Floor
Newburyport, MA 01950
Newburyport, MA 01950
Phone
Email
Rating
5.0 out of 5, from 5 reviews
Office Hours
| Monday | 9:00 AM – 5:00 PM |
| Tuesday | 9:00 AM – 5:00 PM |
| Wednesday | 9:00 AM – 5:00 PM |
| Thursday | 9:00 AM – 5:00 PM |
| Friday | 9:00 AM – 5:00 PM |
| Saturday | Closed |
| Sunday | Closed |
Send an Inquiry
Ready for a CPA who works the way you do?
Tell us about your business. We will tell you whether we are a fit, and what working together would look like.