Services

For Whatever Your Business Needs

No matter your situation, we have the personnel, technology and tools to help you manage your business’ finances. Use the buttons below to learn more about the solutions we provide.

Outsourced Accounting

As a business owner or executive, an accounting department can solve an array of problems that change over time as your business grows. Our team is equipped with the skills and technology necessary to handle your enterprise’s evolving demands. 

There is no one-size-fits-all solution. Our flexible outsourced team provides both short-term and long-term solutions, with levels of support corresponding to client needs. 

Whether you are looking for bookkeeping assistance or have to meet compliance standards as your business expands, our team has the resources to manage the accounting while you focus on what you do best.

Virtual Controller

As your business continues to grow and capitalize on new opportunities, it becomes more pertinent to gain clarity on current financial standings while anticipating the future. Our virtual  controller serves as a stepping stone between the accounting team and the CFO to provide a new perspective and thoughtful insight to prepare for major decisions.

Hiring a virtual controller is becoming an increasingly popular method of strengthening the knowledge and skill base of a company to gain a strategic advantage. Virtual controllers have the ability to provide sophisticated analysis to the CFO and other key stakeholders in order to minimize risk and be proactive about your company’s financial well being. 

Virtual CFO

Throughout a business’ lifecycle, unforeseen challenges can arise. As a result, management teams may need reputable outside advice on a moment’s notice. 

Whether you are looking for a short term or long term solution, our virtual CFOs are responsible for tracking cash flows, financial planning, analyzing the company’s financial strengths and weaknesses, and proposing strategic direction.

Many of our professionals that fill this role have previous experience as controllers and CFOs, often within the same industries as their clients. With this experience comes the ability to hit the ground running, as they are already familiar with the industry’s intricacies.

 

Technology Implementation

One of the hallmarks of an effective organization is the seamless integration of technology with its strategic initiatives. While there are many impressive software options available, a tool is only as good as it is utilized.

The Edge team is focused on helping with this implementation by consulting with you to assess your needs, determine what success looks life for you, and then build a plan to help you get there.

With your goals and plan in mind, our team can build out the platform using best-in-class tools like Sage Intacct while allowing integrations with your CRM, FP&A, time and billing software to provide you with a wholistic view of your business.

Specifics include:

  • Board reporting
  • Investor reporting
  • KPI dashboards
  • Budgeting
  • Forecasting

Fund Administration & Accounting

Finding good investments requires lots of intricate research, which takes up lots of time and resources. Not to mention the paperwork, legal requirements, ongoing communication, and administrative diligence required for everything to go smoothly. 

We’re here to take the administration and accounting work off your back so that you can focus on what really matters, raising and investing capital.

Ways we make your life easier include:

  • managing investor communication
  • investment monitoring and reporting
  • maintaining records
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