EDMA Group

What You Get with EDMA

Beyond just numbers, we provide the financial clarity and peace of mind you need to focus on what matters most: growing your business and living your life.

Catch Up & Cleanup

The foundation of your financial health. We reconstruct your history to give you a solid starting point.

What's included:

  • Deep-dive historical account reconciliation
  • Categorization of past transactions for tax readiness
  • Fixed Asset tracking and depreciation mapping
  • Chart of Accounts cleanup and optimization
What's in it for you?

Tax Time Savings: Accurate bookkeeping saves you money at tax time by ensuring every single deductible expense is captured and documented.

Audit Readiness: Clean books mean you can face any inquiry with confidence, knowing your history is perfectly accounted for.

Monthly Maintenance

Proactive financial management. We stay on top of your numbers so you can stay on top of your game.

What's included:

  • Regular bank and credit card reconciliation
  • A monthly financial narrative for humans
  • Cloud-based portal with history and easy reports
  • Monthly check-up via automated scheduling
What's in it for you?

Your Time is Valuable: How valuable is your time? Would you prefer living your life instead of doing the books? We handle the data so you can handle the vision.

Proactive Control: Being reactive only at tax time costs you money. Monthly maintenance gives you real-time insights to pivot and grow.

The EDMA Difference

We go beyond traditional compliance to capture the heart of your business.

Capturing Your Business Essence

CPAs are often paid to file tax returns in the least amount of time, without capturing the essence of your business. We take the time to understand your operations, providing context that a simple tax filing misses.

Cloud Portal for Humans

Access your bookkeeping history anytime through our cloud-based client portal. We provide easy-to-read financial reports designed for humans, giving you clarity without the jargon.

A Narrative of Progress

Our monthly financial narrative tells you exactly where you are and how your business is progressing over time. It's not just a spreadsheet; it's the story of your success.

Your Partner in Growth

Ready to experience the clarity and freedom of professional bookkeeping?

Book Your Free Consult