EdgeFinders places seasoned fractional executives inside your business — delivering financial clarity, strategic oversight, and executive-level guidance precisely when you need it most.
Most growing businesses can't justify a full-time CFO — but they need one. Our Fractional CFO service gives you a CPA-credentialed financial executive embedded in your operations. You get the strategy, the reporting, and the financial discipline without the full-time overhead.
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.
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 seasoned CPA and financial advisor, Robert has served as fractional CFO to numerous growth-stage businesses. He brings tax strategy, financial operations, and investor-ready reporting together in one disciplined advisory relationship — helping businesses start, scale, and achieve successful exits.
Schedule with BobWith 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.
Schedule with HeatherDavid 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 with DavidSchedule directly with one of our fractional executives, or fill out the form below and our team will be in touch within one business day.
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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.