Why J. Edgar Group?

No one knows your business better than you do. Yet you have concerns:

“If sales are up, why aren’t we making more money?”

“Can we afford to take on new staff yet?”

“Will giving up this product really help our bottom line?”

These aren’t questions your bookkeeper or accountant can answer at tax time. But J. Edgar Group is different. As CPAs, we crunch the numbers. As your customized CFO, we keep you informed on what those numbers mean. We foresee problems and prevent them. And we know how to guide your company’s growth.

Founded in 2001, J. Edgar Group consultants are hands-on CFO’s. We provide fiscal management of daily operations, strategic planning, budgeting, forecasting, financial closings, and cash-flow management. We can work with your comptroller, bookkeeper, board of directors, and members of management to develop solid accounting practices and proper internal controls. We can also manage audits, work with outside CPAs, bankers, and insurance brokers, and ensure compliance with laws and regulations.

As your CFO consultant, we travel to your company and become a trusted member of your team.

We provide the high level expertise of an experienced CFO without the full-time CFO salary.

J. Edgar Group is available when you need us, not just when the IRS or the bank needs your financial information.


  • Financial operations and reporting
  • Financial analysis
  • Internal controls
  • Budgeting and forecasting
  • Mergers & Acquisitions
  • Tax Strategies
  • Cash flow reporting and analysis
  • Pricing your services or goods
  • Optimizing profitability and cash flow
  • New business development
  • Non-profit management

J. Edgar Group has a stellar reputation over the last 15 years because we are easy to work with, responsive, and capable. We can steer your business or organization to a healthy financial future and give you peace of mind.

We invite you to read the testimonials from our diverse group of clients.