Let the EDGe team of experts handle all the PPP loan tracking for you

UPDATED 5/6/2020

If you are a business owner who has received your Paycheck Protection Program (PPP) loan, you need to make sure you are doing the right things to maximize your loan forgiveness. Every business needs to properly track headcount, payroll costs, and other expenses in order to maximize the opportunity for loan forgiveness.

Let the experts at EDGe Business Planning help you. We are intimately familiar with the PPP rules and we are staying up to date on all the latest guidance coming from the SBA, IRS, and other federal agencies.

Choose from 2 options:

Get me Started

Great for business owners who just need help getting set up but want to take care of all the tracking, calculating the forgiveness amount, and completing the bank forgiveness process themselves.

The EDGe team will:

· Review what is eligible for PPP forgiveness

· Assist in setting up the chart of accounts properly to track activity

· Provide updates on forgiveness guidance through daily emails

· Consult for 30 minutes via phone or Zoom on proper setup

$250 one time

Full Service

Perfect for business owners who want the EDGe team to set up, track, calculate the forgiveness amount and assist with their bank forgiveness submission at the end of the 8 week forgiveness period.

The Full Service option includes everything in the Get Me Started plan PLUS;

· Discuss strategy to maximize loan forgiveness based on current SBA guidance

· Review payroll reports and provide specific employee/total payroll calculations needed

· Track all eligible expenses and gather all required, supporting documentation

· Assist in preparing bank forms and calculating forgiveness based on most current SBA guidance and bank requirements

· Provide updates on forgiveness guidance through daily emails

Starting at $150/month* – minimum 3-month commitment required

* Monthly cost based on several factors including: # of active employees utilizing PPP, additional tax credits currently being used, accounting and payroll system, and other factors that may impact the complexity of the PPP tracking and forgiveness.

Email us at hello@edgebusinessplanning.com to sign up or to get more information.

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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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