Business Details
Trusted Bookkeeping & Business Consulting Services in Brisbane
Edge. Bookkeeping & Consulting was founded by Daniel Dugan, a Chartered Accountant with over 15 years of experience in accounting and finance. Our mission is to empower small business owners by handling their financial management, bookkeeping, and strategic advisory needs. We specialise in providing fixed-price packages that include real-time financial insights, Xero accounting software expertise, and virtual CFO services. With a focus on accuracy and transparency, we ensure businesses meet regulatory requirements while gaining actionable insights to drive growth.Our team combines technical proficiency with practical business advice to help clients focus on operational excellence. We prioritise long-term partnerships, offering tailored solutions that evolve with our clients' needs. Our commitment to quality is reflected in our client testimonials, which highlight our responsiveness and expertise. By integrating bookkeeping, accounting, and strategic consulting, we deliver a holistic financial management solution for small businesses.
Services
Bookkeeping Services
Small Business Consulting
Virtual CFO Services
Business Financial Management
Xero Accounting Software Support
Highlights and features
- We have qualified bookkeepers and accountants with over 20 years of combined experience.
- Access to real-time financial advice with a monthly fixed-price model.
- Specialise in Xero accounting software for real-time financial management.
- Provide virtual CFO services for strategic business growth at a fraction of the cost.
- Offer tailored packages with at least two points of contact for consistent service.
Associations and certifications
- Chartered Accountants Australia and New Zealand
What people say
Exceptional professionalism
Key to business success
Quick issue resolution
Mentorship beyond bookkeeping
Peace of mind with finances
Services
Bookkeeping Services
Our bookkeeping services ensure accurate tracking of income, expenses, and regulatory compliance. We manage accounts payable/receivable, BAS/IAS lodgements, and payroll functions using Xero software. Business owners gain real-time financial visibility while focusing on core operations.
Virtual CFO Services
Access strategic financial guidance through our virtual CFO service. We provide cash flow optimisation, risk management, and scalability planning. This includes budgeting, forecasting, and management reporting to support data-driven business decisions for growth.
Small Business Consulting
Our consulting service offers tailored advice on inventory management, competitor analysis, and marketing strategies. We help businesses improve profitability through operational efficiency assessments and industry-specific insights for sustainable growth.
Business Financial Management
We handle comprehensive financial management including tax preparation, audit readiness, and cash flow analysis. Our services ensure compliance while providing actionable insights for business performance improvement through regular management reports.
Xero Accounting Software Support
As Xero specialists, we offer software setup, transaction processing, and financial reporting. Our expertise ensures real-time financial tracking, seamless accountant collaboration, and efficient cloud-based accounting solutions for small businesses.
People
Daniel Dugan
Founder & Chartered Accountant
Daniel Dugan is a Chartered Accountant with 15+ years of experience in small business financial management. He founded Edge to help businesses overcome financial challenges through expert bookkeeping and strategic advisory services.
Questions
What bookkeeping services do you offer for small businesses?
We provide full-cycle bookkeeping including accounts management, BAS lodgements, payroll processing, and financial reporting using Xero software for real-time accuracy.
How can a virtual CFO benefit my small business?
Our virtual CFO offers strategic financial guidance for growth, including cash flow optimisation, risk management, and scalability planning at a fraction of a full-time executive's cost.
Do you specialise in any accounting software?
We are Xero accounting software specialists, offering setup, transaction processing, and financial reporting tailored to small business needs.
What business consulting services do you provide?
Our consulting includes inventory management, competitor analysis, marketing strategies, and operational efficiency assessments to improve business profitability.
Are your services available outside Brisbane?
While based in Brisbane, our cloud-based solutions allow us to serve clients across Queensland and other Australian regions through online collaboration tools.
How are your bookkeeping packages priced?
We offer fixed monthly pricing with three package tiers - Standard, Insights, and Insights Plus - to suit different business needs and budgets.
Reviews (4)
Fabian Gonzalez
Dec 24, 2020
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Positive:Professionalism
When to comes to getting the best out of your finances and keep things as simple as possible Dan and his team are a group of professional bookkeepers, so if you are a small or medium sized business looking for help, I suggest having a talk with Dan.
When to comes to getting the best out of your finances and keep things as simple as possible Dan and his team are a group of professional bookkeepers, so if you are a small or medium sized business looking for help, I suggest having a talk with Dan.
Ward Van Damme
Sep 25, 2020
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Positive:Professionalism,Quality,Responsiveness,Value
I have been working with Dan as small business consultant in Brisbane for a while now and cannot recommend him enough. His knowledge of business financials and the insights on business planning and business cashflow planning have given me the insights to grow my business in a sustainable way.
I have been working with Dan as small business consultant in Brisbane for a while now and cannot recommend him enough. His knowledge of business financials and the insights on business planning and business cashflow planning have given me the insights to grow my business in a sustainable way.
Lewis Campbell
Jul 29, 2020
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Our company has been using Edge. Small Business Consulting for the past few months after switching from another bookkeeping service. Being a small business cash flow is a key consideration for us and other suppliers we compared were in some cases much cheaper. In the end we chose Edge. based not only on the additional service we received, but also Daniel's background in accounting and his warm, honest approach to doing business. Needless to say we won't be going anywhere else and actively recommend his services to those seeking high levels of expertise and quality assurance.
Ryan Brown
Jun 08, 2020
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I've used Edge since starting my building company 4 years ago. They make my life so much easier taking care of payroll, BAS and general bookkeeping that I'm able to focus on my projects and my clients. I'm a firm believer in using people who are experts in their respective field to make your business more effective and Edge certainly do that for me.
