Experienced Accountants committed to serving Summerville
and the surrounding Charleston areas.

As an established accounting firm in Summerville, SC, Edge Accountants and Advisors LC understands the unique responsibilities and requirements necessary to successfully manage small businesses and not-for-profit organizations. Our services are tailored to our client’s needs in the areas of compliance, assurance, planning, and accounting system’s design, implementation, and augmentation.

Local, veteran-owned Certified Public
Accounting firm with decades of experience

Our founder is a graduate of the College of Charleston and a Navy veteran previously stationed on the USS Thorn (DD-988) based in Charleston, SC.

We have been in the accounting industry since 1996 in many professional capacities including public accountant, consultant, software designer, and Chief Financial Officer. Please see our founders Linked In profile for additional details. Our experience includes not only the compliance elements of our industry but also the operational realities of running a successful organization.

Our Services

Edge Accountants and Advisors LC is a full-service accounting and advisory services firm and we are committed to excellence. Our services consist of :

Our Mission

We are committed to serving individuals, not-for-profit organizations, and small businesses by providing excellent services and consistent, clear communication with our clients.

Whether you need help with tax preparation and returns, custom report writing, assistance with 1099’s, cash flow analysis, or putting your cash to work, we are at your service.

Accounting System Partners

Edge Accountants and Advisors LC partners with established, cloud-based accounting solutions including QuickBooks Online, Xero, and Blackbaud’s Financial Edge NXT.  In conjunction with our twenty- plus years systems experience we have successfully deployed these solutions in hundreds of organizations. For that reason, Edge Accountants and Advisors LC engages in cloud accounting software to help you manage your accounts and decisions with flexibility and extensibility from your home to the office, for your convenience.

Our services consist of these system’s design, configuration, and data conversion services for the goal of providing seamless transitions for our client organizations.

Further, our firm provides extendibility services for these solutions as requested by our clients including custom report writing services and custom application programming projects via our technology partners.

Smartest Software
Solutions Customized For
Your Business

You deserve the best for your business. From analyzing custom reports tailored to your specific needs, to integrated solutions and implementations. With ingenuity, we create accounting software solutions tailored for your bookkeeping and payroll needs, to bring you the right tool at the right time.

Simply trust us with your accounting goals and we will deliver custom software and web applications for accounting that will meet your needs for desired tasks such as auditing, data management, and analysis.  

We specialize in SMBs’ (small to medium size businesses) strategic business planning, bookkeeping, monthly financial statement delivery, annual accounts to tax returns, audits, and compilations. Our knowledgeable insights and dynamic approach to support your small business are here to support you.

Local CPA In Summerville
Dedicated To Streamlining
the Accounting Process For
Small Businesses

Trivial details like recalling tax deadlines and routine tasks like budgeting and business planning hover monthly and yearly. We pay attention to all these tasks, so you don’t have to. Spend your energy on what’s more worthy of your time, leaving the numbers to us

Have You Considered Your Financial Goals?

As a client-centered accounting and business consulting firm located in Summerville, South Carolina, we appreciate working collaboratively with our clients. A consultation with us is more than just a cozy chat. We welcome our clients to share their tax-related, business, and financial questions comfortably, is here for you. We not only solve your current tax and accounting problems but help you make informed financial decisions for you to be prepared for the road ahead.

Why Choose Edge Accountants and
Advisors LC as your CPA in South Carolina?

One-Stop Certified Accountant

As a qualified CPA located in Summerville, SC, we cater to all personal-scale or corporate-scale tax preparation, financial reports, statements, audits, budgeting, and business planning & advisory from for-profit and nonprofit organizations. We are your experts for small business consulting and accounting.

Locally Owned And Operated

Edge Accountants and Advisors LC is based in Summerville, SC and our services are available to all in South Carolina from Charleston and Goose Creek to North Charleston. Our firm is licensed by the State of South Carolina and has more than a decade of experience in the accounting industry.

Passion & Professionalism

Accounting is more than just preparing returns. We are an asset to be utilized when it comes to your small businesses financial planning. Further, we believe your satisfaction and business success are our success. You can count on us, a seasoned CPA firm in Summerville, SC, to be ready to help handle all your small business accounting needs.

Quality Services For Less

Our wish is to provide personalized services that provide value and exceed expectations for you and your business. We hope to assist in the growth of your business as a long-term partner. Edge Accountants and Advisors LC cherishes life-long relationships and we strive to assist you as a reliable accountant in Summerville, SC.

Your Questions Our Answers

Certified Public Accountant (CPA) is a professional with a CPA license earned only by meeting the standards of education, experience, and examination. On the other hand, an accountant is a professional with a bachelor’s degree in accounting. Unlike accountants, CPAs are licensed to prepare audits, review financial statements, and other services.

A CPA can assist you in handling complex accounting issues. Further, to understand and apply all possible deductions and credits in individual and business tax returns with accuracy and timely compliance. Certified public accountants help with bookkeeping, payroll, budgeting, business planning, custom reports, monthly financial statements, compilations, reviews, & audits.

Individuals and business owners strive to keep organized bookkeeping and accounting systems. However, these are time-consuming tasks and require accounting field expertise. A CPA of Summerville SC can save you more time and money by reducing all the risks and compliance penalties. In addition, you can expect professional advice and strategic planning for your business growth.

Individual and business tax filings vary. Inaccuracies often trigger an IRS response or audit, causing stress and taking your focus away from the day-to-day work. Therefore, it is best to let a professional CPA tackle the tax hassles and deductions to eliminate errors.

No need to panic! Find a CPA North Charleston SC, like Edge Accountants and Advisors LC. A CPA is authorized to represent taxpayers in an IRS audit and can assist you with your tax organization. A CPA will help you understand the scope of the tax audit, then prepare your responses, information, and documents to IRS questions.

We prioritize our customer security, when it comes to entrusting us with your business data, Edge Accountants and Advisors LC spare no effort to ensure that your sensitive data is protected. 


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