A modern approach to financial understanding.

Combining technology and personalized guidance to expand your financial knowledge and elevate your business. 

Is your relationship with your accountant summed up by a P&L statement and a quarterly check in talking about what's already happened?

At EDGe, we believe you should have easy access to your data whenever you want it, a trusted advisor to help you understand it, and the insight to use the data to make decisions affecting your future.


Sometimes traditional is the way to go, but not when it comes to your business finances. 

Financial Flexibility 
Independent access to your data, on your time. Customized dashboards for easy understanding. 
Trusted Advisor
Access to the EDGe team for insights and analysis you can trust.
Future Focused
We use financial and non-financial data to explore current business trends and elevate opportunities for success. 

Choose the best method to meet.


Choose a time to meet.

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EDGe supports businesses with all aspects of finance and accounting including strategy, budgeting, forecasting, cash flow management, financing, and operational efficiency.


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EDGe Business Planning・2304A West Main Street Richmond, VA・866.334.3270hello@edgebusinessplanning.com  

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