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River Edge Advisors, LLC

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CPA-led accounting and fractional CFO team of 75+

River Edge Advisors is a CPA-led outsourced accounting and fractional CFO firm. Our team of 75+ runs the entire finance function under one roof: bookkeeping, fractional CFO and controller leadership, payroll, and accounts payable and receivable. Owners get one accountable team instead of a bookkeeper, a payroll provider and a part-time CFO who never talk to each other.

We focus on four industries where the numbers are complicated and timing matters:

  • Min project size
    Undisclosed
  • Hourly rate
    Undisclosed
  • Employees
    50 - 249
  • Locations
    Cedarhurst, NY
  • Year founded
    Founded 2018

1 Locations

  • Cedarhurst , NY

Service Lines
Accounting
100%
Select Focus Area
General Accounting Focus
Financial Accounting
75%
Bookkeeping
25%
Tax Focus
Tax Preparation
100%
Industries
Financial services
30%
Medical
30%
Real estate
25%
Information technology
15%
Clients
Small Business (<$10M)
55%
Midmarket ($10M - $1B)
40%
Enterprise (>$1B)
5%

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Our Story

River Edge Advisors is a 75+ person outsourced finance and accounting firm delivering fractional CFO leadership and full back-office support to growth-stage companies. We partner with founders, operators, and investors who need more than bookkeeping — they need strategic financial direction backed by execution.

Our team combines senior-level CFO insight with deep controller, FP&A, and accounting expertise. We help companies build scalable finance infrastructure, improve cash flow visibility.

What Sets Us Apart

Scalable Outsourced Finance for SMID Companies

River Edge Advisors delivers fractional CFO leadership backed by a 75+ person finance team — combining strategic oversight with full execution depth. Unlike solo consultants, we provide institutional-level financial infrastructure with scalable support.

Fractional CFO Leadership Backed by a Finance Team

Unlike solo fractional CFOs or small boutiques, River Edge delivers CFO leadership backed by a full finance bench — controllers, FP&A specialists, and accounting professionals. Clients don’t hire one person; they gain a structured finance team.

Quick Facts

8 years in business

Tools and Technology

Teamwork
SharePoint
Microsoft Teams
ADP Workforce Now
Clockify
LastPass
Salesforce

Commonly Asked Questions

Our onboarding process is structured, collaborative, and designed to get clients to clarity quickly. We begin with an initial discovery phase to understand the company’s goals, current financial infrastructure, reporting needs, and any immediate priorities such as cash flow visibility, fundraising preparation, or operational scaling. From there, we complete a full financial assessment, including a review of historical financials, accounting workflows, systems, and key performance metrics. This allows us to identify gaps, opportunities, and quick wins early in the engagement. Once aligned, we build a tailored finance roadmap outlining the cadence of deliverables — such as forecasting, KPI dashboards, board reporting, and back-office process improvements. Clients are supported by a dedicated team that combines senior CFO leadership with controller and accounting execution, ensuring both strategic guidance and consistent follow-through. Our goal is to make onboarding seamless and efficient, so clients quickly gain confidence in their numbers, stronger financial decision-making tools, and a scalable finance function that grows with the business.

Our project management process is structured, transparent, and execution-focused. Each engagement is led by a senior fractional CFO who serves as the strategic lead and primary point of contact. Behind them, a dedicated team — including controller, FP&A, and accounting support — ensures consistent execution and follow-through. At the start of an engagement, we establish clear scope, deliverables, timelines, and communication cadence. We typically operate on a monthly financial cycle that includes close, reporting, forecasting updates, and KPI review. For project-based work such as fundraising preparation or system implementation, we break the engagement into defined milestones with clear ownership and deadlines. We utilize collaborative tools for task tracking, document sharing, and real-time communication to ensure visibility and accountability across both our team and the client’s leadership team. Regular check-ins — weekly or biweekly depending on engagement scope — ensure alignment, address emerging priorities, and maintain forward momentum. Our focus is not just completing tasks, but building a reliable, scalable finance function with measurable outcomes and clear accountability.

Our approach to communication and reporting is proactive, structured, and tailored to the needs of each client’s leadership team. From the start of every engagement, we establish a clear communication cadence and define the level of reporting required — whether that’s weekly cash updates, monthly financial packages, or board and investor-ready dashboards. Clients have a dedicated senior CFO as their primary point of contact, supported by a broader finance team to ensure responsiveness and continuity. We prioritize transparency and clarity. Our reporting is designed to go beyond standard financial statements by highlighting key performance indicators, cash flow trends, forecast-to-actual insights, and actionable recommendations. We aim to ensure that clients not only understand their numbers, but can use them to make confident strategic decisions. Regular check-ins are built into our process to review performance, align on priorities, and address issues early. As businesses scale or face new inflection points, we adapt our reporting and communication accordingly to support evolving needs. Our goal is to provide clients with consistent financial visibility, executive-level insight, and a reliable finance partner they can count on.

We measure success by the clarity, stability, and strategic confidence we help our clients achieve. At a foundational level, success means delivering accurate, timely financial reporting and strong internal controls. But beyond that, we evaluate our impact through improved cash flow visibility, forecast accuracy, and the strength of financial decision-making across the organization. For growth-stage and investor-backed companies, we look at outcomes such as successful fundraising, improved board reporting, stronger KPI alignment, and the ability to scale operations without financial breakdowns. For more mature businesses, success often includes margin improvement, operational efficiency, and enhanced financial discipline. Internally, we track forecast-to-actual performance, reporting timeliness, and client satisfaction to ensure we are delivering consistent, measurable value. Ultimately, our goal is to help clients move from reactive financial management to proactive, strategic leadership — where the numbers are not just reported, but actively used to drive growth and stability.

Our turnaround time is designed to be both responsive and dependable, with timelines tailored to the scope and urgency of each engagement. For new clients, we typically complete initial onboarding and financial assessment within the first 1–2 weeks, allowing us to quickly establish reporting clarity, identify immediate priorities, and begin delivering value early. Ongoing deliverables follow a consistent cadence. Monthly financial reporting is generally delivered within a standard close timeline, and clients receive timely cash flow updates, KPI dashboards, and forecast revisions based on agreed schedules. For time-sensitive projects — such as fundraising support, financial modeling, or urgent back-office clean-up — we can mobilize quickly and accelerate turnaround through our team-based structure. Because River Edge Advisors operates with a finance bench of 75+, we’re able to provide both speed and scalability while maintaining high-quality execution. Our goal is always to deliver work promptly without sacrificing accuracy, insight, or reliability.

Locations (1)

377 Pearsall Ave Suite B Cedarhurst, NY, United States 11516

2 - 5

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