Edge Financial and Management Solutions, LLC (EFMS)

3.9
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(7)
3.9
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7 reviews
5
71%
4
0%
3
0%
2
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1
29%
Customers rated this pro highly for work quality, professionalism, and responsiveness.
  • Thumbtack Customer

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    Personalble and professional!

    Sep 1, 2017
  • Matthew M.

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    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

About this pro

We simply provide the highest and most accurate quality of work, focusing on completion with the following criteria: Timely and Deadline sensitive Reliable Law Compliant Technically Sound Creative and Goal Driven Fairly Priced, Considerate and Ethical Working with a plethora of clients. Edge Financial enjoys finding and implementing practical solutions for building effective accounting and business infrastructure for individual clients to run and excel their businesses. We clean up our clients books, in a manner that is maintainable for them. Insuring they are compliant with state, local, and federal government inquiries (when applicable). This foundation allows the clients to move forward and further save them money in taxes. The progression, is fundamentally what EFMS is about. We enjoy giving entrepreneurs options to run their business' smother, performing analysis of their business, considering markets, providing current year and yearly budgets and cash forecasts. Ultimately setting benchmarks and goals. We enjoy seeing our clients increasing sales and making money by allowing them to perform the services to what they are best at, letting us focus on the financials. and becoming a great support vehicle for their business. Chat with us for free every Friday 2-3pm via our website (edge-financial.net) and ask our internal CPA's business or technical questions in bookkeeping, accounting, tax, and auditing. No identification is required.

Years in business

5

Times hired on Thumbtack

14

Number of employees

4

License

Verified
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Q & A

  • 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.
Coverage Area for Edge Financial and Management Solutions, LLC (EFMS) is about 70+ miles of Leesburg, VA.