FAQ

A bookkeeper records what already happened in your business, keeping your transactions accurate and up to date. An accountant handles compliance, tax filings, and year-end reporting. A CFO advisor does something different: we look at your numbers and help you decide what to do next, where cash is going, what's driving (or draining) your profit, and what move makes sense for your business this quarter. Arctic Edge Advisory is strictly the advisory side. We don't do bookkeeping or tax prep, and we work well alongside the bookkeeper and accountant you already have.

We work with small to mid-sized businesses doing roughly $500,000 to $5 million in annual revenue, that have been operating for at least a year. That range tends to be the sweet spot where a business has real financial complexity but doesn't yet have an in-house CFO to make sense of it.

No. While Arctic Edge Advisory's roots are in Palmer, Alaska, we work with business owners anywhere in the U.S. Advisory sessions are conducted virtually, so location isn't a barrier.

It helps, but it's not a dealbreaker. Accurate books make our first look at your business faster and more precise. If your books need cleanup first, we'll tell you honestly and can point you toward getting that handled, whether that's your existing bookkeeper or someone we recommend, before we dig into strategy.

No, and it shouldn't. Your bookkeeper keeps your books current. Your accountant handles taxes and compliance. Arctic Edge Advisory is the third piece: turning the numbers those two produce into a plan you can actually act on. Most clients keep all three relationships running at once.

We follow a simple four-step process we call the Edge Framework:

1. Get the real read - we look past the surface numbers to understand where your business actually stands today: cash position, margins, and the trends most owners never get shown.

2. Find the lever - we identify the one or two things that are quietly driving most of your cash flow problems, or your biggest opportunities.

3. Build the plan - a simple, specific action plan built around what will actually move the needle, not a report you'll never open.

4. Stay on track - we meet monthly to check progress, hold you accountable, and adjust as your business changes.

After an initial deep-dive into your numbers, most clients meet with us monthly. That cadence is frequent enough to catch problems early and adjust the plan, without adding another weekly meeting to your calendar.

Your Profit & Loss statement tells you whether your business was profitable over a period of time. Your cash flow tells you whether you actually have the money in the bank to cover what's coming. A business can look profitable on the P&L and still be tight on cash, often because of timing, loan payments, and owner draws. Understanding that gap is one of the first things we look at with a new client. We put together a free one-page explainer on this exact topic, ask us for a copy or find it on our website.

It depends on the size and complexity of your business and what you need help with, so we don't quote a flat number here. The best way to get a real answer is a free Clarity Call, where we'll look at your situation and tell you plainly what working together would look like and cost.

Book a free Clarity Call. It's a 20-minute, no-pressure conversation where we take a real look at where your numbers stand and what your next move might be. Whether you decide to work with us after or not, you'll leave knowing more than you did going in.