Plan for financial success.
Help your business thrive.
Edge Financial Services provides full Financial Planning & Analysis (FP&A) solutions, cash management, and investment decision analysis to small and medium sized businesses. Our goal is to ensure entrepreneurs, small business owners, and management of medium-sized organizations have a thorough and in-depth understanding of the financial activities that drive their businesses, and have full control over their revenues, expenses and cash flow to ensure long-term objectives are met.
Click on the Services tab to see how we can help your business grow!
Overcome your financial obstacles.
Identify your starting point
Meet with an expert to understand your financial challenges.
Create a plan
Set short and long-term goals to help ensure control over finances.
Monitor your progress
Use financial reporting tools to stay on top of your plan.
Expand your business
Realize your business’ financial goals by partnering with Edge Financial Services.
Start Here.
Budget Creation and Modelling
Build and share robust, easy-to-use budget templates and models in Microsoft Excel. Budgets will always be built with near-term goals in mind (12 months) and reflect a realistic operational plan.
Short and Long-term Forecasts
Budgets provide a starting point for your financial plan for the near term. Design short and long-term forecasts to continually keep apprised of changes in revenue, expense and cash trends.
Management Reporting & Variance Analysis
Financial plans always need to be compared to the actual results that the business is producing. Create and implement a system of reporting that is designed to help understand whether your business is on-track, ahead of, or lagging behind your expectations.
What our clients are saying
Peta H.
Executive Assistant
“Steve is really passionate about his work, especially when it comes to financial modelling and FP&A. He is smart as a whip and came to the table with lots of great ideas on how to improve our accounting processes and procedures. On a personal level, Steve was such a pleasure to work with. Fun, caring and completely genuine. I hope that we have the opportunity to work together again in the future.”
Barb S.
Chef and Entrepreneur
“Steve’s ability to see the big picture and the long game has helped my business immensely over the years. His experience with different sizes of markets have allowed me to benefit from all sorts of powerful strategy that has helped grow my business from my kitchen table to the world stage! I highly recommend Edge Financial Services if you’re ready to grow!”
Johnny Y.
Vice President of Finance
“Steve is a consummate professional in his craft as a finance leader. Our time together in helping to build the iconic Canadian Brand of Saje, was successful in large part due to Steve's organizational ability, finance partnership with the rest of the organization, and thoughtful & actionable insights. We felt highly confident in deploying Steve to tackle any business challenges large or small - to achieve positive outcomes. I highly recommend Steve to any potential clients looking for leadership in finance, coupled with both technical & people-oriented skills.”
Dan R.
Territory Manager
“Steve whipped our family business into shape and provided successful guidance that 2-3 financial people were unable to supply prior to him. He became our defacto CFO keeping us on plan with budgeting and cash management. He's a numbers guy with a strategic business mind who treats his client's business like his own. Can't recommend him highly enough.”
Haydn M.
Independant Consultant
“It is fair to say that Steve transformed our financial reporting and analysis at Kiaro. Steve implemented clear concise reporting of the company’s financial position. Reporting was accompanied by analysis and commentary that provided context to the numbers presented. This enabled the entire management team to have a clear understanding of the company’s performance and financial position. Steve and I collaborated on numerous initiatives to improve the budget management of projects, the analysis of M&A opportunities and digital transformation of business processes and he was always enthusiastic and positive influence in moving the company forward through our explosive growth in the nearly 2 years that we worked together.”
