FAQs

River Edge Advisors is a complete outsourced back office and finance department for owner-led businesses, investment managers and specialty lenders. We provide bookkeeping, CFO and controller-level services, payroll, accounts receivable and accounts payable management, covering the full finance function from daily execution through board-level strategy.

Most fractional CFO firms give you a senior advisor and stop there, which leaves execution as your problem. Our CFOs come with 75 controllers, bookkeepers and AP/AR specialists behind them. The firm that recommends the change is the firm that carries it out.

Yes, and it is one of the main reasons clients come to us. We restructure the chart of accounts and class or job tracking so revenue, labor and direct costs allocate down to the customer, job, property or provider. The dashboard then reports margin at that level and refreshes automatically.

We use AI to analyze your financial data and surface what needs attention: unusual spend, margin slipping on a specific job, a customer trending toward a collection problem. Exceptions come to you instead of sitting buried in a monthly report. A CFO reviews every insight before it reaches you, so the judgment stays human.

Yes. Job bid calculators, pricing and margin models, cash planners, commission and draw schedules. If you are running the business out of a fragile spreadsheet that only one person understands, we will rebuild it properly on top of your live financial data.

We manage payroll rather than file it. Your provider, whether that is ADP, Paychex, Gusto or another platform, handles the tax filings and deposits. We run each cycle, administer benefits and PTO, reconcile everything to the general ledger, and allocate labor cost to the jobs, properties or departments it belongs to.

You gain more time to focus on growth, improve cash flow, and access valuable financial insights that drive your success. It also reduces the risk of errors, keeps you compliant, and gives you senior expertise for far less than the equivalent in-house hires.

We are a boutique provider of outsourced accounting and consulting services for many industries, including real estate, private equity and venture capital, hedge funds, healthcare, and owner-operated businesses.

Yes. Licensed CPAs review the work at partner level, with reconciliations and controls behind every reporting package, so the statements hold up with lenders, investors and auditors.

Yes. We handle payables end to end, from invoice intake through payment, so vendors are paid accurately and on time.

Yes. We support owners through the entire sale process: cleaning up the financials ahead of a process, building the adjusted EBITDA and quality of earnings support, managing due diligence and the data room, modelling and negotiating the working capital peg, and acting as your CFO in conversations with investment bankers, buyers and acquisition lenders, through close and the post-close true-up.

Yes. We use our banking relationships to help clients raise debt for growth and expansion. If you are weighing financing options, get in touch.

You can reach us at sales@riveredgeadvisors.com or (516) 548-1622, or book a consultation directly through our online scheduler.