About Us

We are a locally owned, family business that is pleased to return to our home in the Lowcountry.  Originally from Charleston, we move to Houston, TX twenty-three years ago where we established and grew a successful public accounting and advisory services firm.

We are excited to offer the same high standard of service and care to our Summerville home and surrounding areas.

We specialize in working with individuals and their small businesses as well as religious and many other not-for-profit organizations. Specifically, we are pleased to provide attestation, compliance, accounting software consulting, bookkeeping, and tax services to meet our growing client base’s current and future needs.

CPA Accountants with A Peerless Professionalism

We never do extensive talks only. Instead, we prove our competency with our great minds and practical solutions tailored to our clients and their businesses in real-time. We think wise and work smartly to be your sounding board for all audit, tax, accounting, and advisory solutions. Going beyond the simple filing of taxes, we are determined to secure peace of mind and financial well-being for every person and business with accounting chores. Having the following core values ingrained in our CPA firm roots, Edge Accountants and Advisors LC provides services with a proactive and personalized approach and incredible customer service.

How We Work

  • Innovation, strong communication, and sincere advice
  • Management consulting services
  • Quality and integrity in everything we do
  • Transparency, data security, and client privacy

Our Mission

Our mission is to provide our clients a superior result based on independent, experienced, and consistent accounting and related systems knowledge.  Edge Accountants and Advisors LC works for our clients throughout the year to compliment their businesses.

We identify and work with our clients to implement meaningful cash flow strategies with a long-term, wealth accumulation objective.

And we use technology and innovation to define, communicate, and measure the effectiveness of these strategies with our clients.

Our Vision

Our client’s success is our success. We are a values-centric accounting firm and we work diligently in assisting our clients achieve their organizational goals.

Most importantly, we aspire to be among our client’s most trusted advisors.  Independent, objective, and informed are the hallmarks of our business model.

Seeking long-term relationships with our clients, we strive to empower your decision-making with actionable insights and solutions that can support your financial standing in this fast-track financial domain.

Highlights of our services

We understand that the accounting and tax industry is ever-changing and very competitive. So individuals, businesses, corporates, and non-profits are to rely on an acutely conscious CPA firm for accounting practices. So, with every variation in tax and accounting laws and technology, we stay in the loop. Thus, we can understand, create, simplify, and handle our respected clients’ accounting and finance maneuvers adeptly and serve them with the best in every field.
  • Bookkeeping and payroll services
  • Budgets and business planning
  • Assurance services – Compilations, Reviews, and Audits
  • Blackbaud Financial Edge NXT consulting services
  • Custom Report Writing services
  • Management consulting services

Meet Our Team

Consisting of hundreds of professionals, we have in-house accountants, planners, advisors, and consultants excelling in catering to the diverse industries’ client base. Therefore, working with Edge Accountants and Advisors LC, you get a dedicated and best-in-class team with solid experience and training that looks after your business as its child.

So, rest assured! Your business is in dexterous hands…

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