Cash surprises
Payroll is Friday and you're checking the bank balance twice a day.
A 13-week cash forecast shows the squeeze weeks before it lands.
Fractional FP&A · Phoenix, AZ
Your numbers, finally working for you.
Forecasts, dashboards and cash plans for growing businesses, without hiring a full finance team.
Built for owners in
Construction, Healthcare, Home services, Manufacturing, Retail, Professional services, Hospitality, Real estate, Distribution, Technology
The problem
By the time the books close, the decision you needed to make has already been made for you. You don't need more data. You need the right numbers, early.
Gut-feel pricing
Prices were set years ago, and nobody knows which jobs actually make money.
Margin by product, customer and job, so every quote is priced on purpose.
Reports nobody reads
The monthly pack arrives three weeks late and answers questions nobody asked.
A short KPI dashboard that updates itself, built around your decisions.
Services
Twelve services. Three ways we sharpen your numbers.
01 / 03
Plan & Forecast
See what's coming before it lands: models, budgets, cash and scenarios.
- 01Financial ModelingTest a hire, a price change or a new location before you commit to it.
- 02Budgeting & ForecastingAn annual budget tied to your goals and a rolling forecast that adjusts as the year moves.
- 03Strategic PlanningGrowth goals turned into a funded, dated plan your leadership team can run.
- 04Cash FlowNo more cash surprises: a weekly view of what's coming in, going out and what's left.
- 12Scenario PlanningBest, base and worst cases ready, with the moves you'll make in each.
02 / 03
Measure & See
Know where you stand every Monday, in numbers your team actually reads.
- 05Performance ReportingA short list of KPIs, one monthly pack, and a dashboard that stays current on its own.
- 07Data VisualizationInteractive dashboards that show trends at a glance, from sales to margin to cash.
- 10Market AnalysisWhere you stand against competitors, and where the market is heading next.
03 / 03
Optimize & Protect
Find the margin you're leaving behind and close the gaps that could hurt.
- 06Operational EfficiencyA ranked list of fixes, each with the cost saved and the effort to get there.
- 08Revenue OptimizationUntapped revenue found, and pricing set by margin and demand instead of habit.
- 09Risk & ComplianceA clear list of risks, the controls that cover them, and a plan for the gaps.
- 11Profitability AnalysisTrue profit by product, service or business unit, with overhead allocated fairly.
Built into every engagement
13 wks
of cash visibility in every cash forecast we build
12
FP&A services, from modeling to risk, under one roof
3
scenarios modeled for every plan: base, upside and downside
4 steps
from first call to a team that runs the tools on its own
Live dashboard demo
This is what your Monday morning looks like.
Cash, revenue, margin and the KPIs that matter, refreshed from your systems. Click around: this one runs on a sample company.
Sample data
- Cash on hand
- $412.6k
- Low point
- $341.2k
- Weeks to low
- 6
- Net change
- +8.4%
Sample cash balance over 13 weeks, dipping in week 6 and recovering to $412.6k.
Our approach
We build it. Then we teach you to run it.
Hands-on implementation plus personalized training, so you don't just get expert insight. Your team learns to use the tools on its own.
01
Discover
We learn how your business makes money, where the numbers live today and which decisions keep you up at night. You leave the first call with a clear picture of what we'd build.
02
Build
We build the models, forecasts and reports, tied back to your actual books so every number reconciles.
Three-statement model · sample
P&LBalance sheetCash flow03
Implement
Hands-on implementation: we connect your data, set up the cloud tools and run the first cycles alongside you.
Live dashboard · sample
CashMarginBacklog04
Train & hand over
Personalized training so your team can run everything independently. You keep the tools, the skills and the confidence.
Why Analytic Edge
Big-company finance, sized for your business.
Built for small and mid-sized businesses
Big-company financial discipline, sized for a business that doesn't have a CFO yet. Every engagement is tailored to the challenges SMEs actually face.
Cloud FP&A tools, set up for you
We use advanced analytics and cloud-based FP&A software, connected to the systems you already run.
Deep expertise
Experience across business analytics, strategic management and financial planning, applied to your numbers, not a template.
Proven across industries
A history of improving operating efficiency and financial performance in a range of industries.
Packages
Start where you are. Add as you grow.
Every engagement is quoted after a free discovery call, so you only pay for what your business needs.
Basic
Financial planning, budgeting and basic reporting.
- Annual budget and monthly tracking
- Financial planning sessions
- Monthly reporting pack
- Budget vs. actual review
Best for: Owners who want a real budget and a monthly view of the numbers.
Get a quoteStandard
Best place to startEverything in Basic, plus in-depth financial analysis, cash flow management and performance metrics.
- Everything in Basic
- 13-week cash flow forecast
- In-depth financial analysis
- KPI dashboard and performance metrics
- Financial modeling
Best for: Growing businesses that need to see cash and performance clearly.
Get a quotePremium
Everything in Standard, plus strategic planning, risk management and advanced analytics.
- Everything in Standard
- Strategic planning and implementation
- Risk management and compliance
- Advanced analytics and scenarios
- Profitability and revenue analysis
Best for: Leadership teams planning major growth, investment or change.
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Where data meets strategy
Let's find your edge.
A free 30-minute discovery call. Bring your questions and your numbers, and leave with a clear next step.