Your business deserves
a CFO-level mind
without the full-time cost.
EdgeFinders places seasoned fractional executives inside your business — delivering financial clarity, strategic oversight, and executive-level guidance precisely when you need it most. Headquartered in San Antonio, serving founder-led companies across the United States.
- Cash flow management & forecasting
- Investor-ready models & capital raising support
- Board reporting & KPI dashboards
- M&A readiness & exit strategy
- Banking, legal & strategic partner management
Figures reflect the career of our lead CFO, Robert Bledsoe, CPA, and individual client engagements. Each engagement is unique; individual results vary and past performance does not guarantee future outcomes.
Real outcomes for founder-led businesses.
Robert Bledsoe, CPA, our lead CFO, brings three decades of strategic finance leadership — including building, scaling, and successfully exiting his own software company — to every engagement. Below are representative outcomes from individual engagements across his career, spanning SaaS, medical, F&B, and technology sectors.
Metrics above reflect individual engagements and the career of Robert Bledsoe, CPA. Each engagement is unique; individual results vary and past outcomes do not guarantee future results.
A full suite of fractional executive services.
Most growing businesses can't justify a full-time CFO — but they need one. Our Fractional CFO service is led by Robert Bledsoe, a CPA individually licensed in Texas & Colorado, with founder-operator experience embedded in your operations. The strategic horsepower of a senior CFO without the full-time overhead — built specifically for founder-led businesses navigating growth, fundraising, and exit.
This firm is not a CPA firm and these services are not regulated by the Texas State Board of Public Accountancy.
- Investor-ready financial models, forecasts & board reporting packages
- Capital raising support — investor decks, communications & round execution
- Cash flow analysis, scenario modeling & KPI dashboards
- M&A readiness, exit strategy & transaction support
- Banking, legal & strategic partner relationship management
- Tax strategy integration with day-to-day accounting operations
- Access to the EdgeFinders financial portal — live data, visualized
Texas & Colorado · Founder-Operator
Proactive tax planning and filing led by Robert Bledsoe, CPA. We identify opportunities and implement strategies that reduce liability and support your long-term position.
This firm is not a CPA firm and these services are not regulated by the Texas State Board of Public Accountancy.
Schedule with BobMonthly management reports and internal financial statements for your leadership team. We keep your books clean, organized, and structured so your leadership always has a clear financial picture.
Schedule with BobPrecise day-to-day transaction management and reconciliation. We handle the detail work so you can stay in the executive seat, not the spreadsheet.
Schedule with BobStrategic guidance in communications, leadership, and operations — aligning your team, culture, and vision to execute at the highest level.
Schedule with HeatherBuilt different.
By design.
We're not a staffing firm. We're not a software platform. We're a boutique advisory firm built on relationships, run by executives who have operated real businesses.
Work directly with seasoned fractional executives embedded in your business — senior-level horsepower, scaled to your stage, without a full-time salary on the books.
Our lead CFO has built and exited a software company himself — he understands the founder seat because he's sat in it.
We sit inside your operations. We attend your meetings, review your numbers, and own outcomes alongside you.
CFO, tax, accounting, bookkeeping, financial operations & reporting, and executive advising — coordinated under one roof.
EdgeFinders is a woman-owned and family-owned firm. Our reputation is built one client relationship at a time.
This firm is not a CPA firm and these services are not regulated by the Texas State Board of Public Accountancy.
Experienced executives.
Fractional access.
A founder-operator turned strategic finance advisor, Bob built and successfully exited his own software company before becoming fractional CFO to a select portfolio of growth-stage businesses. Across three decades and 500+ client engagements, he has guided clients to raise more than $15M in early-stage capital, supported a Dental Service Organization through a merger that delivered an 8x return to the founder, and has mentored emerging companies at the Telluride Venture Accelerator since 2012. BBA in Accounting, Baylor University.
This firm is not a CPA firm and these services are not regulated by the Texas State Board of Public Accountancy.
With a master's degree and executive experience across venture, sports, and communications industries, Heather serves as a fractional executive advisor for clients navigating leadership, operations, culture, and organizational communication challenges.
David, a former athlete and coach who studied sports management and accounting, runs the operational backbone of the EdgeFinders CFO practice — owning monthly reporting cadence, KPI rollups, executive dashboards, digital marketing, and the EdgeFinders client portal that gives clients live visibility into their numbers. He works directly alongside Bob to translate financial strategy into the systems, reports, and infrastructure that keep founder-led businesses running on clean, decision-ready data. “I bring an athlete and coach mindset to your business.”
What our clients say.
Testimonials reflect the experiences of individual clients and are shared with their permission. Individual results vary.
Let's find your edge.
Reach us directly by phone, or send your details using the form below and our team will follow up to schedule your complimentary discovery call.
Careers at EdgeFinders
We're a founder-led, family-run advisory firm building something for the long haul. Explore our current openings below.
Ready to put an executive
in your corner?
Tell us about your business using the form below. We’ll review your application and reach out to schedule your complimentary discovery call — assessing your operations, identifying high-leverage opportunities, and outlining a tailored fractional engagement built for your stage and goals.
