The Emerald Edge provides CFO advisory, tax strategy, bookkeeping, and related financial services for established business owners and mission-driven nonprofits. Led by founder Kimberly, a Certified CFO, the firm helps clients understand what their financial numbers reveal and turn that insight into practical business decisions. Its CFO advisory service offers strategic financial leadership, including monthly financial reviews, cash-flow guidance, forecasting, profitability analysis, KPI tracking, and coaching to help owners take a stronger CEO role.

Clients can add full-service bookkeeping, reconciliations, monthly reporting, payroll, sales and excise tax processing, and business and personal tax preparation. Tax services include proactive year-round planning, quarterly estimated-tax guidance, and support with implementing strategies. The firm also offers an S Corp-focused package covering qualification review, election filing, owner payroll setup, and additional tax strategies.

Engagements are tailored to each business’s needs, and the firm states that its services are month-to-month, with no contracts. The Emerald Edge emphasizes clear reporting, responsive support, and financial guidance designed to help owners improve profitability, retain more cash, and plan with greater confidence