DWC EDGE: Smarter Accounting. Sharper Decisions.

Say hello to the next generation of outsourced bookkeeping, accounting, and payroll solution designed to save you time and give you clarity in your numbers. DWC EDGE is your all-in-one solution for modern back-office support, combining trusted accounting expertise with the power of AI and industry-leading technology. Say goodbye to time-consuming manual processes and disjointed workflows. With DWC EDGE, businesses streamline core accounting functions and financial reporting through an efficient, automated system built for growth.

Whether you are scaling up or managing complexity, our flexible service model adjusts to fit your business, delivering cost savings and performance that legacy models can’t match. Spend less time buried in spreadsheets and more time focused on what matters most: leading your business forward.

DWC EDGE vs. Legacy Bookkeeping, Accounting, and Payroll Models

Increased Efficiency Without Sacrificing Quality: We have streamlined workflows and automated tasks with smarter AI technology to reduce time and errors by eliminating most manual processes.

Financial Clarity: Powered by QuickBooks® Online and other industry-leading software solutions, you receive real-time information and quick access to reporting that delivers up-to-date financial insights to support faster, more informed decisions.

Built to Grow With You: Whether you are just starting your business, expanding, or simply staying on top of the numbers, our certified team scales with you without adding overhead.

Trusted Partnership: Stay compliant and stress-free. You will work with experienced advisors who are familiar with the deadlines, understand regulations, payroll laws, ACA requirements, and multi-state rules (nexus).

It is More Secure: Sending spreadsheets, bank statements, and other confidential information back and forth creates an opportunity for them to get lost or sent to the wrong person or place. Interconnected technology is faster, more reliable, and provides secure access to the appropriate stakeholders.

The DWC EDGE team offers flexible support tailored to your needs. We can serve as your full internal finance department, strengthen your existing team, or help implement technology, internal controls, and other key functions for a strong back-office. For higher-level guidance, we also provide outsourced, virtual controller and CFO services.

  • A/R and A/P technology and process improvement
  • A/R and A/P management
  • Financial statements and management reports
  • Payroll prep, monthly/quarterly payroll tax filings, and W-2’s
  • Payroll processes efficiency and compliance review
  • Initial assessment of staff and internal controls
  • Transaction processing and bank reconciliations
  • Chart of accounts evaluation and improvements
  • Review and validate monthly general ledger postings
  • Review and approve monthly reconciliation of bank and investment accounts
  • Monitor bank transactions via online banking applications
  • QuickBooks® software set-up, training, and consulting provided by QuickBooks® Certified ProAdvisors
  • Institute internal controls as needed and train staff as needed
  • Expense management
  • Fixed asset management , including business personal property tax reporting assist
  • Dashboard creation of Key Performance Indicators (KPIs)
  • Prepare complete set of monthly financial statements and review them with management
  • Prepare cash flow projections and manage cash flows as necessary
  • Negotiate with major supplier and vendors on your behalf
  • Meet with the board of directors or owners quarterly to review results of operations
  • Participate in annual review of accounting personnel and provide input regarding compensation adjustments
  • Consulting and analysis on ways to reduce tax exposure, initiating growth opportunity, and techniques to determine and maintain financial health
  • Prepare and monitor annual budget
  • Preparation of workpapers and analysis for annual financial statement auditors
  • Be available to meet with bankers, attorneys, or other advisors as needed
  • Assist with negotiation of office lease and related analysis
  • Financial projections
  • Break-even analysis
  • Debt analysis
  • Revenue recognition

To learn more, connect with a member of our DWC EDGE team or complete our Contact Us form.

Meet the DWC EDGE  Team

Darby Russell, ACMA, CGMA
Darby Russell, ACMA, CGMA
Meghan Foster
Meghan Foster
Sophia P. Avila
Sophia P. Avila