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About Us

Financial Clarity, Structured Support, Built to Scale.

We are a virtual finance operations partner providing bookkeeping, management reporting, and strategic finance support for CPA firms and growing businesses.

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Our services are designed to bring consistency, structure, and forward-looking insight to financial operations — helping organizations move from reactive accounting to proactive financial clarity.

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Our Mission

Get to Know Us

We aim to  deliver accurate financial systems and management reporting that empower better business decisions.

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Whether we are supporting a CPA firm behind the scenes or partnering directly with a business owner, we focus on reliable processes, clean reporting, and scalable support.

Contact Us

EDR Finance & Advisory LLC 

50 South Main Street, Suite 200

Naperville, IL 60540

Phone: (331) 244-8239

Email: Support@EDRFinance.com

© 2026 EDR Finance & Advisory LLC. All rights reserved.

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EDR Finance & Advisory LLC provides bookkeeping, tax, financial analysis, controller services, and fractional CFO advisory services to growing small and mid-sized businesses and in collaboration with CPA firms.

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Disclaimer: Financial information prepared by EDR is for internal management purposes only. Any advice, analysis, or recommendations provided by EDR are advisory in nature and should not be construed as CPA, legal, or other professional services. All decisions and actions taken based on such information remain the sole responsibility of the client.

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EDR may introduce clients to third-party providers, including financing partners such as Sandbar Fund. All lending decisions and approvals are made solely by the financing provider.

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