Built for the Complexity of Mid-Market Finance.
We are a team of senior financial executives and credentialed professionals who have spent careers inside the companies we now serve. We bring institutional-grade financial leadership to businesses that need it most.
Founded on a Simple Premise.
Mid-market companies face the same financial complexity as large enterprises — capital allocation decisions, audit requirements, investor scrutiny, and regulatory compliance — but rarely have the internal resources to match. Edge CFO Solutions was founded to close that gap.
Our founders spent decades as CFOs, controllers, and audit partners at companies ranging from $20M to $500M in revenue. They saw firsthand how the right financial leadership at the right moment could transform a company's trajectory. Edge was built to deliver that leadership on demand.
Senior Practitioners. Not Junior Analysts.
Every engagement is led by a principal with direct operating experience. You work with the people who built their careers doing exactly what your business needs.
James brings 22 years of experience as a CFO and financial advisor to mid-market manufacturing and distribution companies. He has led over 40 audit engagements and advised on $800M in M&A transactions.
Sarah spent 15 years in public accounting before joining Edge, including eight years as an audit partner at a regional firm. She specializes in GAAP compliance, internal controls, and financial statement preparation for growth-stage companies.
Marcus has served as CFO or interim CFO for seven companies across healthcare services, technology, and professional services. He specializes in capital raises, board reporting, and financial systems implementation.
Rigorous Standards. Recognized Expertise.
Principles That Guide Every Engagement.
We tell you what we find — not what you want to hear. Honest financial counsel is the foundation of every engagement.
No bait-and-switch. The partners who scope your engagement are the ones who execute it.
We move deliberately. Financial work done right the first time saves significant cost and risk downstream.
We measure success by the financial health of your business over years, not the completion of a single deliverable.
Ready to Work with a Team That's Done This Before?
Schedule a complimentary consultation and let's discuss where your business stands and where it needs to go.