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ABOUT EDGE BUSINESS PLANNING

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

NAVIGATION

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

© 2019 EDGe Business Planning. Website by CreativeMktGroup.

Let's talk about YOU!

What financial concerns do you have that are
keeping you up at night?

Choose the best method to meet.

+

Choose a time to meet.

Let's talk about YOU!

What financial concerns do you have that are
keeping you up at night?

Choose the best method to meet.

+

Choose a time to meet.

Schedule a session.

An EDGe financial expert will meet with you for 90 minutes of personalized time to talk about you.

 
 
 

We have proven results to our approach.

TAKE ACTION

Prepare for our meeting.

Select the topics related to your business financial situation that you wish to discuss.  Here are some common topics we have discussed with many business owners:

  • Quickbooks – Set up and use Quickbooks to manage your business

  • Financial Statements Review – Help you understand your numbers

  • Financial Future - Discuss the future of your business in 1, 3, 5 years

  • Business Succession Planning - Plans for selling your business

  • Cash – Determine where your cash is coming from where is it going

  • Investments - Talk about a specific investment you want to make      

Securely and confidently send / bring any information for use during the meeting, including but not limited to:

  • Checkbook

  • Quickbook Access / Reports

  • Financial Statements

  • Invoices

  • Boxes of Receipts

  • Budget     

 

Conduct meeting.

Discuss your business financial issues confidentially.

Create a plan specific to your issues.

 
 

Post meeting take aways.