Who we serve
Founders and business owners
Accounting, tax, and advisory services for owner-operated businesses.
Overview
Founders carry responsibility for every part of the business, and finance is often the area that receives the least attention. Edler Zain provides the accounting, tax planning, and financial leadership that owner-operated companies need to make informed decisions, meet their obligations, and build long-term value.
Common challenges
Limited visibility into monthly profitability
Cash flow timing between receivables and payroll
Tax planning completed after year-end rather than before
Owner dependency and key-person risk
Financial reporting that does not meet lender or investor expectations
Preparing for an eventual ownership transition
How we help
Our services for founders and business owners include:
Who we serve
Owner-operated companies in the United States with revenue between $1 million and $30 million, across professional services, trades and construction, manufacturing, healthcare, software, retail, and distribution.
Schedule a consultation
Speak with a member of our team about your business. We will review your current situation and outline how we can help.
Frequently asked questions
How is this different from working with a traditional CPA firm?
In addition to tax compliance, we provide monthly accounting, year-round tax planning, and financial advisory. Clients work with one team across all three areas.
What size businesses do you work with?
Owner-operated companies in the United States, typically with revenue between $1 million and $30 million.
Do I need to be planning a sale to work with you?
No. Most of our clients are focused on running and growing their business. Exit planning is available when it becomes relevant.
How are fees structured?
Fixed monthly fees based on the scope of services, number of entities, and transaction volume. Fees are agreed before the engagement begins.