A more efficient and profitable way to deal with your clients’ forecasting…

We partner with business advisory and support professionals, including accountants, business coaches, and management consultants.

Whatever your role as a business advisor you’ll recognise the almost universal need for your clients to produce financial forecasts from time to time. And if you don’t see this as one of your core functions you need to turn to a proven, professional and cost-effective solution that saves you time and hassle.

Relying on Edge for your clients’ forecasts means you can be sure that this essential task is covered quickly and professionally, in a way that adds real value to the services you offer. We’ll make sure it dovetails seamlessly with the other work you do and you can concentrate on your specialities – helping them to be profitable and successful!

A quicker, better solution…

We’ve been doing this since 2010 and we do nothing but build financial forecasts for SME’s. We’ve refined a highly focused and efficient process that works every time, and it’s unbelievably quick and effective.  It will make your work easier, and your clients will love it.

Alongside the process, we’ve developed the right tool for the job: an incredibly effective spreadsheet application that that offers one key advantage. Unlike most accountancy tools, this one is entirely transferable between client and advisor. Your client gets a user-editable model they can actually use and understand, and your deliverable is much more highly valued as a result.

Partnering with Edge Forecast…

Working with clients on their business-planning and fund-raising is a key way to expand your services, fees, and client engagement. Whether you already do this or not, we can take care of your clients’ forecasting needs for you.

As the UK’s foremost specialist in financial forecasting, you can pass this business to us safe in the knowledge that they’ll be well looked after. We’re also happy to ‘white-label’ what we do, providing this service in your name or as sub-contracted service-providers.

And of course we make generous referral payments to our partners so you can benefit from working with us.

Find out more…

If you want to know more, contact us for a no obligation call and we’ll explain further how we can work together and address any questions you have.