Edge Financial and Management Solutions, LLC (EFMS)
About this pro
5 years in business
14 hires on Thumbtack
Personalble and professional!Sep 1, 2017
I couldn't be happier with the services Edge Financial & Management has provided me. I hired this company in March to reconcile my books, because they were sub par at best... and honestly a complete nightmare from the last accountant. I can't say enough about the professionalism and the attention to detail this firm provides. They're responses to my inquires and concerns have been outstanding. I plan to use this firm to help keep my book organized moving forward. If you want a company that really pays attention to detail, and is looking out for your best interest give them a call!Apr 12, 2017Verified
- What should the customer know about your pricing (e.g., discounts, fees)?Our pricing structure is very simple and can be altered to an individual client's budget. We provide: - Hourly rates for specific timely projects (examples: auditing line item of financial statements, budgeting, or compilation of financial statements) - Retainer Fees for monthly/quarterly services (examples: full bookkeeping/accounting monthly services) - Combination of both retainer and hourly rates (example: performing monthly bookkeeping/accounting services and budget forecasts) - Fixed service fees: (example : preparation of tax returns for individual or businesses) Please see our website or an individual free consultation for specific pricing details.
- What is your typical process for working with a new customer?We have an initial discovery conversation, getting to know the clients needs and goals, understanding the engagement and scope of work. We will then present a draft agreement for the potential client including terms and pricing for the desired services, for the client to review/comment/edit or suggest changes. After the agreement is signed, we start working on the project right away to insure deadlines are met. Our goal is to keep customers after the initial project is complete. Therefore, we keep constant communication from the time of the initial conversation/ consultation and moving forward.
- What education and/or training do you have that relates to your work?A current CPA in VA, complying with the requirement from the VA Board of Accountancy on continuing education (CPE). Member of AICPA, and have an MSBA from San Francisco State University. Constant continuance of education through obtaining new certifications (i.e. Lean Six Sigma ) and as an educator for master level students at a local private university.