Financial Expertise at Every Level of Your Business
From strategic CFO leadership to precise accounting and rigorous auditing, Edge CFO Solutions delivers the financial infrastructure mid-market companies need to grow with confidence.
CFO Advisory
Strategic financial leadership without the full-time cost
Our fractional and interim CFO services give your organization access to C-suite financial expertise precisely when you need it. Whether you're navigating rapid growth, preparing for a capital raise, or managing a complex transition, our CFO advisors become a trusted extension of your leadership team.
What We Deliver
Financial Strategy & Planning
Multi-year financial models, scenario planning, and capital allocation frameworks aligned to your growth objectives.
Cash Flow Management
Real-time cash flow visibility, working capital optimization, and liquidity planning to keep operations running smoothly.
Board & Investor Reporting
Executive-grade financial packages, KPI dashboards, and narrative reporting that instills confidence in stakeholders.
M&A Due Diligence Support
Financial modeling, quality of earnings analysis, and integration planning for acquisitions and divestitures.
Banking & Lender Relations
Covenant compliance monitoring, lender communication, and debt structure optimization.
Finance Team Development
Assessment, hiring support, and mentorship for your internal accounting and finance staff.
Ideal For
- Companies scaling past $10M in revenue needing financial infrastructure
- Businesses preparing for acquisition, merger, or private equity investment
- Organizations in transition between full-time CFO hires
- Companies seeking board-level financial reporting and governance
Auditing & Compliance
Independent assurance that builds stakeholder confidence
Our audit practice brings the rigor of institutional-grade assurance to mid-market companies. We go beyond compliance checkboxes — our audits surface operational insights, strengthen internal controls, and give your board, lenders, and investors the confidence they need.
What We Deliver
Financial Statement Audits
GAAP-compliant audits of annual financial statements with independent auditor's report suitable for lenders, investors, and regulatory bodies.
Internal Control Reviews
Comprehensive assessment of your financial controls environment, identifying gaps and recommending improvements.
Regulatory Compliance
Industry-specific compliance reviews ensuring adherence to applicable standards and regulations.
Risk Assessment & Mitigation
Enterprise risk identification, quantification, and mitigation planning across financial and operational domains.
Agreed-Upon Procedures
Targeted procedures designed around specific stakeholder concerns — ideal for lender requirements or transaction support.
Fraud Risk Assessment
Proactive evaluation of fraud risk exposure and the controls in place to detect and prevent financial misconduct.
Ideal For
- Companies required to provide audited financials to lenders or investors
- Organizations preparing for a sale or capital raise requiring clean financials
- Businesses concerned about internal control weaknesses or fraud risk
- Companies subject to industry-specific regulatory requirements
Accounting & Reporting
Accurate, timely financials that keep leadership informed
Reliable financial reporting is the foundation of every sound business decision. Our accounting team delivers precise, GAAP-compliant financials on a schedule that keeps your leadership team, board, and lenders informed and confident — every month, every quarter, every year.
What We Deliver
Monthly Close & Reporting
Disciplined monthly close process with full financial package — P&L, balance sheet, cash flow statement, and variance analysis.
GAAP-Compliant Financials
Accurate financial statements prepared in accordance with Generally Accepted Accounting Principles.
Multi-Entity Consolidations
Consolidated reporting across subsidiaries, joint ventures, and holding structures with intercompany eliminations.
KPI Dashboards & Analysis
Custom management reporting packages with the metrics that matter most to your business and stakeholders.
Accounts Payable & Receivable
Full-cycle AP/AR management, vendor payment processing, and collections support.
Audit Preparation
Year-end close, workpaper preparation, and coordination with external auditors to streamline the audit process.
Ideal For
- Companies outgrowing their current accounting function or software
- Businesses needing multi-entity consolidations or complex revenue recognition
- Organizations requiring GAAP-compliant financials for lenders or investors
- Companies seeking to outsource accounting while maintaining full visibility
Not Sure Which Service You Need?
Schedule a complimentary consultation. We'll assess your situation and recommend the right engagement model.