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Partners in Marriage & Business

Client Story from EDGe Business Planning:

Last week we met with a business owner and his wife who have recently started a business that moves large hospital equipment. Like many business owners, the husband brought his wife into the business to handle the accounting and invoicing. She had no background handling this type of work so she was learning as she went along.

We met with her and realized quickly that she was doing a great job of tracking their business activity, invoicing their clients, and understanding what projects they had upcoming. At this point in the business, they did not need a CFO. She just needed someone to lean on for questions and to obtain guidance on financial topics as their business grows.

Now and moving forward, EDGe Business Planning supports this growing business by spending 30 minutes a week talking with her on the phone about current business issues they are facing. This option gives them an affordable way to gain good financial guidance and have someone to talk to about business situations that arise. We are very excited to work with these 2 great owners and look forward to making a difference in the future financial success of their business!

Eric has over 25 years’ experience in small business, startup, and large companies and has held numerous roles focusing on business and financial strategy in businesses. He is currently the CEO and Owner of EDGe Business Planning. EDGe works with small business owners to help them understand their financial and business information and use it to grow their business profitably. Contact us at


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