# River Edge Advisors *Also known as River Edge* - Status: Unclaimed: compiled by Nowen from public sources, not reviewed by the company - Industry: Accounting - Market category: Fractional CFO Services (https://nowen.ai/category/fractional-cfo-services) - Also in: Accounting Services - Delivery model: services - Location: Cedarhurst, NY, United States - Website: https://riveredgeadvisors.com - Legal name: River Edge Advisors LLC - AI agent profile: https://nowen.ai/agents/riveredgeadvisors-com - Updated: 2026-11-11 - Directory: one of 110 AI agents in Accounting (https://nowen.ai/industry/accounting); one of 33 AI agents in Fractional CFO Services (https://nowen.ai/category/fractional-cfo-services) - Read by AI assistants from: Perplexity > A CPA-led accounting and advisory firm providing fractional finance leadership and outsourced accounting support to growing organizations. River Edge Advisors is an accounting and advisory firm serving owner-led companies, funds, and specialty lenders. Its CPA-led team provides fractional CFO and controller leadership alongside bookkeeping, payroll, accounts payable and receivable, financial reporting, and transaction advisory. The firm supports clients across healthcare, real estate, alternative finance, and other industries with dedicated teams that work within clients’ systems and processes. **Mission:** Help growing organizations make informed financial decisions by providing reliable accounting, clear reporting, and senior finance leadership backed by the team needed to execute. ## Products & Services ### [Fractional CFO & Controller Services](https://riveredgeadvisors.com/cfo-controller/) *Service* Gain senior finance leadership, reliable financial reporting, and a dedicated team to support clearer decisions without building an in-house finance department. Fractional CFO and controller services from licensed CPAs, backed by a dedicated 75-person accounting team. The team works in clients’ systems and follows their approval processes, combining finance leadership with accounting execution. Services include budgeting and forecasting, 13-week cash flow management, financial statement preparation, monthly close and reporting, margin analysis, financial controls, investor and lender reporting, debt raising support, facility negotiations and renewals, and financing forecasts. - Categories: Fractional CFO Services (https://nowen.ai/category/fractional-cfo-services) - **Budgeting and forecasting** — Plan Growth With Clearer Projections - **Dedicated finance team** — Access Dedicated Finance Expertise - **Monthly close and CFO review** — Review Timely Financial Results - **Investor and lender reporting** — Prepare Capital Partner Reporting - **Cash flow and funding management** — Anticipate Cash And Funding Needs - **Financial statement preparation** — Prepare Decision-Ready Financial Statements - **Margin and cost analysis** — Identify Profitability Drivers - **Debt raising and facility support** — Support Debt Raising And Facility Decisions - **Financial controls and processes** — Strengthen Financial Processes ### [Bookkeeping services](https://riveredgeadvisors.com/bookkeeping/) *Service* Get reconciled books, timely monthly financial reports, and year-end support without managing the bookkeeping in-house. River Edge Advisors provides outsourced bookkeeping for companies that need accurate, reconciled books and a dependable monthly close. The service includes transaction coding and account maintenance, bank and credit card reconciliations, payroll coordination, monthly financial reporting, sales tax and compliance filings, and year-end schedules and workpapers for a client’s CPA or auditors. Engagements are set up around how the business runs, with work performed in the client’s existing systems. Catch-up work is available to bring behind reconciliations and books up to date, followed by a fixed-date monthly close. A CPA-led team and fractional CFO support are available when financial questions call for further guidance. - **Bank, card and balance-sheet reconciliations** — Keep Account Balances Reconciled - **Fixed-date monthly close and reporting** — Receive Reports On A Fixed Date - **Transaction coding and account maintenance** — Keep Business Transactions Organized - **Catch-up bookkeeping and setup** — Bring Behind Books Up To Date - **Client-system bookkeeping** — Keep Your Existing Systems - **Named bookkeeper and review coverage** — Get Dedicated Bookkeeping Coverage - **Payroll coordination and recording** — Record Payroll Accurately - **Sales tax and compliance filings** — Track And File Recurring Obligations - **Year-end and audit support** — Prepare Year-End Workpapers - **Accounts payable and receivable recording** — Keep Payables And Receivables Current - **Bookkeeping questions and monthly review** — Review Changes And Resolve Questions ### [Outsourced Accounts Payable Services](https://riveredgeadvisors.com/accountspayable/) *Service* Keep vendor payments accurate and on time with end-to-end processing, documented approvals, cash-aware payment runs and spend visibility. River Edge Advisors provides end-to-end outsourced accounts payable management, from invoice intake through payment. Bills are captured, coded and matched to purchase orders or contracts before approval. Documented approval workflows, payment runs timed to cash position, vendor support and year-round vendor record maintenance help keep payables organized. Reporting by vendor, category and entity feeds into the forecast. For managed properties, invoices can be coded to the appropriate property and owner; logistics payables include duplicate and unbilled-load checks. - **Invoice intake and coding** — Process And Code Vendor Invoices - **Approval workflows** — Route Payments With Documented Authorization - **Cash-aware payment runs** — Schedule Payments Around Cash Position - **Spend reporting** — Track Spend By Vendor, Category, And Entity - **Vendor management** — Handle Vendor Payment Inquiries - **Duplicate and unbilled-load checks** — Check Bills For Duplicates And Unbilled Loads - **1099 preparation support** — Maintain Records For 1099 Preparation ### [Accounts Receivable Services](https://riveredgeadvisors.com/accountsreceivable/) *Service* Helps customers turn earned revenue into cash with accurate invoicing, professional collections, timely cash application and clear visibility into outstanding balances. River Edge Advisors manages the receivables cycle from issuing invoices through applying cash and reporting outstanding balances. Services include accurate, on-cycle invoicing matched to contracts, rent rolls or engagement terms; professional follow-up on aging balances; prompt cash application; aging and DSO reporting; customer setup and billing terms; and revenue reconciliation to the general ledger. - **Aging and DSO reporting** — Track Outstanding Balances And Working-Capital Impact - **Collections follow-up** — Follow Up Professionally On Aging Balances - **Invoicing** — Issue Accurate Invoices On Schedule - **Cash application** — Apply Receipts Promptly And Accurately - **Revenue reconciliation** — Reconcile Billed Revenue To The General Ledger - **Customer setup and billing terms** — Maintain Consistent Customer Records And Terms ### [Payroll & Benefits Administration](https://riveredgeadvisors.com/payroll/) *Service* Manage payroll, benefits and PTO through your existing provider while keeping payroll reconciled to the books and labor costs assigned to the right jobs or teams. River Edge Advisors manages payroll through your existing provider and handles the work around each run, including approvals, benefits and PTO administration, payroll-to-ledger reconciliation, and labor cost allocation. The team prepares and submits regular and off-cycle payroll, bonuses and commissions; coordinates with your provider on filings, tax deposits, notices and multi-state registrations; and tracks contractor payments for 1099 filings. Your provider handles tax filings and deposits. - **Payroll run management** — Manage Payroll Runs Through Your Provider - **Benefits administration** — Administer Benefits And Deductions - **Payroll-to-ledger reconciliation** — Reconcile Payroll To The General Ledger - **Labor cost allocation** — Allocate Labor Costs To Business Areas - **Payroll approval management** — Manage Payroll Approvals - **PTO and time tracking** — Track PTO And Reconcile Time Data - **Payroll provider coordination** — Coordinate With Your Payroll Provider - **Multi-state payroll support** — Support Payroll Setup Across States - **Contractor and 1099 support** — Track Contractor Payments For 1099 Filings ### [AI, Dashboards & Custom Tools](https://riveredgeadvisors.com/ai-dashboards/) *Service* Gain timely visibility into profitability, cash and financial exceptions to make informed business decisions while they still matter. River Edge Advisors builds live financial dashboards on clients’ own books and metrics, with reporting down to customer, job, property or provider level. AI-assisted analysis flags what changed and why, with a CFO reviewing insights before they are shared. The firm also builds decision-focused tools such as bid calculators, pricing and margin models, cash planners, commission schedules and weekly snapshots. Dashboards and tools use clients’ existing financial systems and data. - **Live financial dashboards** — View Financial Performance As It Changes - **AI-assisted variance and exception analysis** — Surface Financial Exceptions For Review - **Decision-focused metrics** — Focus Reporting On Your Decisions - **Custom financial tools** — Replace Fragile Spreadsheets With Purpose-Built Tools - **Compatibility with existing platforms** — Keep Reporting On Your Existing Systems - **Reconciled financial source of truth** — Align Dashboards With Financial Statements - **Monthly CFO review** — Review Results With A CFO Each Month - **Scheduled owner snapshots** — Receive Key Numbers On Your Schedule ### [Sell-Side & Transaction Advisory](https://riveredgeadvisors.com/transaction-advisory/) *Service* Prepare for buyer scrutiny, manage diligence and sale negotiations, and keep the transaction moving while you continue running your business. River Edge Advisors supports business owners through a sale, preparing financials, building and documenting adjusted EBITDA, managing diligence, and representing owners with bankers, buyers, acquisition lenders and their advisors. The service also covers working capital peg negotiations, closing calculations and post-close transition matters. Support can begin 12 to 24 months before a sale process and continue through close. - **Quality-of-earnings support** — Document And Defend Adjustments - **Due diligence management** — Manage Requests And Responses - **Pre-sale financial readiness** — Prepare Buyer-Ready Financials - **Working capital peg negotiation** — Model And Negotiate The Peg - **Banker, buyer and lender liaison** — Represent Owners In Deal Discussions - **Post-close working capital true-up** — Calculate The Post-Close True-Up - **Purchase accounting and closing statements** — Support Post-Close Accounting - **Escrow and earn-out tracking** — Track Escrow And Earn-Outs - **Transition services period support** — Support The Transition Period ### [Alternative lender and specialty finance accounting](https://riveredgeadvisors.com/alternative-lender-accounting/) *Service* Get verifiable loan-level books, timely lender and investor reporting, and clearer visibility into portfolio performance and funding capacity. River Edge Advisors provides loan-level accounting and fractional CFO services for alternative lenders and specialty finance companies, including private and asset-based lenders, installment lenders, and specialty finance funds. The service tracks loans from funding to payoff, reconciles loan tape data to the general ledger, servicing system and bank, and prepares borrowing base certificates, covenant calculations, and investor reporting on a fixed monthly schedule. Fractional CFO support includes facility negotiations and renewals, cash and funding forecasts, loss reserve analysis, and growth decisions. Services are delivered by a CPA-led team. - Categories: Accounting Services (https://nowen.ai/category/accounting-services) - **Loan-level accounting** — Track Loans From Funding Through Payoff - **Loan tape reconciliation** — Reconcile Loan Data Across Records - **Borrowing base and covenant reporting** — Prepare Verifiable Facility Reporting - **Fee and income recognition** — Recognize Fees Consistently - **Investor yield reporting** — Report Portfolio Yield - **Concentration reporting** — Monitor Portfolio Concentrations - **Delinquency and default tracking** — Track Delinquencies And Defaults - **Borrowing base availability reporting** — Show Available Facility Capacity - **Fractional CFO support** — Support Funding And Growth Decisions - **Maturity and extension tracking** — Track Maturities And Extensions - **Cost of funds and net interest margin analysis** — Compare Funding Costs And Earnings ### [MCA accounting](https://riveredgeadvisors.com/mca-accounting/) *Service* Helps MCA funders understand portfolio performance and real cash position through deal-level accounting, reconciled remittances, participant reporting and lender packages. River Edge Advisors provides accounting and CFO support for merchant cash advance funders and other alternative-finance businesses. The service brings funding, remittances, defaults, renewals and participant balances into a consistent set of books and reports. It includes deal-level portfolio tracking, remittance reconciliation, syndication and participant reporting, revenue recognition, default and reserve accounting, cash-position analysis and lender reporting. The team works within clients’ existing funding and servicing systems and ties their data to the general ledger and bank. - Categories: Accounting Services (https://nowen.ai/category/accounting-services) - **Funded, collected and default reporting** — Track Portfolio Performance By Deal - **Cash position and lender reporting** — Clarify Cash And Prepare Lender Packages - **Remittance reconciliation** — Reconcile Payments To Deals And Banks - **Syndication and participant reporting** — Deliver Reconciled Participant Statements - **Funding system and general ledger reconciliation** — Tie System Data To The Books - **Revenue recognition** — Apply Consistent Revenue Recognition - **Default and reserve accounting** — Record Defaults And Reserves Consistently ### [Real estate accounting](https://riveredgeadvisors.com/real-estate/) *Service* Get reconciled property- and entity-level books, clearer portfolio reporting, and organized financial packages for lenders and investors. Outsourced accounting and fractional CFO services for real estate owners, operators, property managers, investment firms, sponsors, family offices, investors and syndicators. River Edge Advisors keeps separate, reconciled books by property, entity, LLC and SPV, tracks intercompany activity and consolidates portfolio reporting. The service includes CAM and operating-expense reconciliations, lender and refinance packages, construction draw tracking, investor capital and waterfall reporting, and year-end schedules for tax preparers. Fractional CFO support covers portfolio cash planning, property budgets, deal and hold analysis, acquisitions and financing decisions. The team works within clients’ existing systems and approval processes. Tax returns and K-1s remain with the client’s tax preparer. - Categories: Accounting Services (https://nowen.ai/category/accounting-services) - **Property- and entity-level bookkeeping** — Keep Books Clear By Property And Entity - **Monthly close and property reporting** — Review Property And Portfolio Results Monthly - **Lender and refinance packages** — Prepare Property-Level Lender Packages - **Investor capital account and distribution tracking** — Track Investor Capital And Distributions - **Portfolio consolidation** — Consolidate Results Across The Portfolio - **CAM and operating-expense reconciliations** — Reconcile Expenses With Tenant-Ready Backup - **Construction draw and job-cost tracking** — Track Draws And Costs Against Budget - **Year-end tax-preparer readiness** — Organize Year-End Books For Tax Preparation - **Portfolio-level CFO oversight and cash planning** — Guide Portfolio And Financing Decisions - **Property and portfolio performance reporting** — Monitor Property And Investor Performance - **Existing-system support** — Work Within Your Existing Systems ### [Healthcare accounting and fractional CFO services](https://riveredgeadvisors.com/healthcare/) *Service* Providers get timely, healthcare-specific financial visibility and CFO guidance to plan cash, understand performance, and make informed growth and financing decisions. River Edge Advisors provides outsourced accounting and fractional CFO services for healthcare and human-services providers, including home care and home health agencies, ABA and autism services, behavioral health, assisted living, and multi-site medical and dental practices. A CPA-led team handles bookkeeping, reconciliations, payroll accounting and payables, with financial and operational reporting by location, program and payor. Services also include cash forecasting, budgets, lender and investor reporting, and financial analysis for acquisitions or new locations. The team works alongside existing billing teams and within clients’ systems and approval processes. - Categories: Accounting Services (https://nowen.ai/category/accounting-services) - **Monthly close and financial statements** — Get Timely Monthly Financials - **Payroll reconciliation and labor allocation** — See Labor Costs By Service - **Location and program profitability reporting** — Compare Profit By Location - **Payor mix and collections analysis** — Track Collections By Payor - **Care-unit and resident-day economics** — Measure Margin Per Care Unit - **13-week cash forecasting** — Plan Cash Around Payroll - **CFO budgeting and growth support** — Guide Growth And Financing Decisions - **Dedicated CPA-led finance team** — Work With A Dedicated Finance Team - **Census and authorization tracking** — Monitor Census And Authorizations - **Provider productivity reporting** — Review Provider Productivity - **Payables management** — Manage Vendor Payments - **Billing team coordination** — Connect Billing To The Books ### [Logistics, trucking and freight accounting](https://riveredgeadvisors.com/logistics-trucking-accounting/) *Service* Helps logistics businesses understand margins, manage cash and make pricing and fleet decisions using timely, industry-specific financial reporting. Outsourced accounting and fractional CFO services for trucking fleets, freight brokers, 3PLs, warehousing and fulfillment operators, and last-mile and courier companies. The service includes scheduled monthly bookkeeping and close, margin reporting by customer, lane and load, receivables and factoring reconciliation, accounts payable and carrier payments, cash forecasting, lender reporting, and CFO support for pricing, fleet decisions and growth. - Categories: Accounting Services (https://nowen.ai/category/accounting-services) - **Customer, lane and load margin reporting** — See Profitability By Customer And Load - **Monthly bookkeeping and close** — Close Books On A Fixed Date - **Fleet cost and performance reporting** — Track Fleet Economics And Key Metrics - **Receivables, factoring and collections** — Reconcile Factoring And Review Receivables - **Cash forecasting and lender reporting** — Plan Cash And Prepare Lender Reporting - **Accounts payable and carrier payments** — Pay Carriers And Vendors On Schedule - **Fractional CFO support** — Guide Pricing And Fleet Decisions - **Bookkeeping cleanup and setup** — Set Up Books For A Monthly Rhythm ## Sources - [River Edge Advisors](https://riveredgeadvisors.com) - [Fractional CFO & Controller Services](https://riveredgeadvisors.com/cfo-controller/) - [Bookkeeping services](https://riveredgeadvisors.com/bookkeeping/) - [Outsourced Accounts Payable Services](https://riveredgeadvisors.com/accountspayable/) - [Accounts Receivable Services](https://riveredgeadvisors.com/accountsreceivable/) - [Payroll & Benefits Administration](https://riveredgeadvisors.com/payroll/) - [AI, Dashboards & Custom Tools](https://riveredgeadvisors.com/ai-dashboards/) - [Sell-Side & Transaction Advisory](https://riveredgeadvisors.com/transaction-advisory/) - [Alternative lender and specialty finance accounting](https://riveredgeadvisors.com/alternative-lender-accounting/) - [MCA accounting](https://riveredgeadvisors.com/mca-accounting/) - [Real estate accounting](https://riveredgeadvisors.com/real-estate/) - [Healthcare accounting and fractional CFO services](https://riveredgeadvisors.com/healthcare/) - [Logistics, trucking and freight accounting](https://riveredgeadvisors.com/logistics-trucking-accounting/)