EdgeFinders places seasoned fractional executives inside your business — delivering financial clarity, strategic oversight, and executive-level guidance precisely when you need it most.
Led by a CPA-credentialed founder who built, scaled, and exited his own software company. Real operating experience, embedded in your operations.
Our lead CFO brings two decades of strategic finance leadership — including building, scaling, and successfully exiting his own software company — to every engagement. Below: outcomes delivered to clients across SaaS, medical, F&B, and technology sectors.
Most growing businesses can't justify a full-time CFO — but they need one. Our Fractional CFO service gives you a dual-state CPA (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.
Proactive tax planning and filing from a CPA who knows your business. We identify opportunities and implement strategies that reduce liability and support your long-term position.
Schedule with BobAccurate, timely financial statements and reporting. We keep your books clean, compliant, 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 HeatherWe build and run your digital presence — GoHighLevel CRM setup, paid ad campaigns across Facebook, Instagram, Google, and LinkedIn, plus executive-level reporting on every dollar spent. Strategy-led, results-focused.
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.
When you engage EdgeFinders, you work directly with your fractional executive — not a junior analyst or account manager.
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, executive advising, and marketing — coordinated under one roof.
EdgeFinders is a woman-owned and family-owned firm. Our reputation is built one client relationship at a time.
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. 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.
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 leads EdgeFinders' digital marketing arm — building GoHighLevel CRM infrastructure, managing paid ad campaigns across Facebook, Instagram, Google, and LinkedIn, and delivering full-stack reporting dashboards that give clients visibility into every marketing dollar.
Schedule directly with one of our fractional executives — pick the advisor whose discipline matches your need, and book a complimentary discovery call.
Schedule a complimentary discovery call with our team. We'll assess your operations, identify high-leverage opportunities, and outline a tailored fractional engagement built for your stage and goals.