Premium, hands-on financial leadership tailored for acquisition entrepreneurs—weekly support, strategic financial planning, and operational insights, all at a fraction of the cost of a full-time CFO.
Our Services
Built to Support You Post-Close
Weekly Performance Reviews
Each week, we deliver clear reporting on KPIs and trends—helping you course-correct early and stay focused on what matters most.
Cash & Cost Control
From managing working capital to monitoring margins, we help you understand where money flows—and how to improve it.
Decision Support & Reporting
You get monthly reporting with insights that matter, plus a strategic thought partner for key decisions like hiring, pricing, and major expenses.
Strategic Planning & Modeling
We build a forward-looking financial model tailored to your business—helping you budget, plan, and run scenarios with confidence.
Why SMB Edge?
Purpose-Built for SBA Acquisitions
We’re built by acquisition entrepreneurs, for acquisition entrepreneurs. Everything we do is tailored to the realities of SBA-funded SMB ownership—from cash flow nuances to lender expectations.
Embedded From Day One
We plug in at close and help you establish a financial foundation immediately, so you can focus on operations, people, and growth without flying blind.
Far More Than Bookkeeping
We go beyond what a part-time accountant or bookkeeping service can offer—with proactive insights, real financial modeling, and support on the strategic decisions that actually move the needle.
Strategic, Not Just Tactical
We’re not just tracking numbers—we help interpret them. Whether it’s pricing changes, capex planning, or hiring decisions, we’re in your corner with data-backed recommendations.
Why We Built This
“When I bought my SBA-backed business in 2023, I quickly realized I needed a deeper financial understanding than my bookkeeper could provide. I was used to the visibility and strategic clarity I had running a $40M VC-backed startup—but there was no solution like that for small business owners. So I built SMB Edge to fill that gap. Our Fractional CFO service gives acquisition entrepreneurs the same high-level financial leadership—at a price that works for an SMB.”
