How much work is this on my end?

Real work — especially at the start. We're not a hand-off-and-disappear service. The owners who get the most out of this are the ones willing to look honestly at their numbers, make decisions with our guidance, and follow through on the next steps we lay out.

What size business is the right fit?

Our CFO Advisory clients typically generate $500K+ in annual revenue, but we're open to speaking with smaller businesses if they're motivated to grow and ready for the right financial support on their team.

What's the Right-Fit Call?

A 30-minute, no-pressure conversation. We ask about your business, your goals, and your current financial picture. By the end, you'll know whether one of our tiers is a fit — and if it isn't, we'll tell you where to look instead.

Am I locked into a contract?

No. We start with a Financial Assessment: a paid, focused engagement where we look at your books, tax strategy, cash flow, and biggest questions. From there, every tier is month-to-month. We earn your business every month; if we ever stop, you walk.

How is this different from my current accountant?

Traditional accountants are reactive — they look backwards and file what already happened. We are proactive — we work on the next quarter and the next year, building strategies that compound. Compliance is the floor of our work, not the ceiling.

Can you work with me remotely?

Yes. We work with clients across the country, fully remote. Our team is distributed, and our processes are built for clean handoffs, fast response times, and dashboards you can actually read on your phone.

The Emerald Edge — CFO Advisory, Tax Strategy & Bookkeeping

Stop acting like a CEO. Become one. We use your financials to show you what needs to change — in your business and in how you lead it. CFO advisory, tax strategy, and bookkeeping for established business owners and mission-driven nonprofits.

Our Services

CFO Advisory — Monthly CFO coaching, financial review, cash flow guidance, profitability review, and strategic decision support. Starting at $1,997/month.
Tax Strategy — Proactive tax planning to protect growing profits. Starting at $997.
Bookkeeping — Bookkeeping, reconciliations, payroll, and financial reporting. Starting at $1,497/month.
S Corp Strategy — S Corporation election and tax strategy. Starting at $497.
Nonprofit Financial Services — Bookkeeping, Form 990 preparation, fund tracking, and CFO-level guidance for nonprofits.

The BECOME Framework

Our six-stage path to help you become the CEO your business needs:

Baseline — Clean up the past. Rebuild your books so the numbers are real.
Evaluate — DISC and skills analysis. How you're built and where the gaps are.
Chart — Define what success actually looks like, in business and in life.
Operations — Set the targets and structure to hit them.
Momentum — Get a win on the board fast.
Evolve — Every month, numbers against reality.

Real Results

Construction company — $83,142 more cash, same revenue.
Real estate agent — $60,107 in taxes saved.
60-year-old rehab nonprofit — From a $300K+ annual loss to $306,474 profit in six months, without cutting a single program.

Meet the Team

Kimberly Ferguson — CEO & Founder. CFO, tax strategist, and business advisor.
Jeremy Ferguson — Co-Founder. Systems & admin support manager.
Kelsey — Profit Architect. Quality control & ops support.
Aya — Brand Concierge. Video editor & creator.

Explore

Contact: The Emerald Edge serves established business owners and nonprofits across the United States, fully remote. Book a free Right-Fit Call to get started.