Our Services

“Operations & Financial Strategy for Founders, Startups & Growing Businesses”
All services can be delivered remotely, on-site in Orlando/Lake Nona, or via monthly retainer.

Fractional COO / CFO Support

  • Strategic planning & budgeting
  • Forecasting & financial modeling
  • Vendor & cost management
  • KPI dashboards & reporting packages
  • Staff planning & resource optimization
  • Board/Investor prep materials

Business Operations System Setup

Ideal for founders and growing teams with chaotic or unclear processes

  • SOP (Standard Operating Procedure) creation
  • Team workflows & delegation maps
  • Onboarding & training systems
  • Process improvement audits

Back-Office & Financial Workflow Optimization

Ideal for businesses with manual systems or messy reports

  • Chart of accounts cleanup (QuickBooks, Excel)
  • Automation of monthly reports
  • Expense & revenue tracking systems
  • Grant tracking & compliance support
  • Monthly close support

Grant / Funding Readiness

Ideal for startups applying for SBIR, city grants, or donor funding

  • Grant documentation prep
  • Operational milestone planning
  • Financial projections
  • Pitch decks & funder reports

Launch Advisory

Ideal for new business, community organizations, or nonprofits

  • Back-office structure setup
  • Compliance & audit-readiness
  • ERP and billing system selection
  • Reporting to boards or leadership teams
  • Vendor contracts & budget oversight

Facilities & Operations Support

Practical support for businesses needing oversight of physical or operational resources

  • On-site field services
  • Facility inspections & vendor coordination
  • Routine upkeep & maintenance oversight
  • Compliance & safety checks

Outsourcing Services

We manage trusted third-party vendors so you don’t have to

  • Finance & accounting outsourcing
  • HR & payroll services
  • Administrative support
  • IT & digital project outsourcing
  • Marketing outsourcing (social media, content, campaigns, branding — LightEdge serves as your single point of contact with vendors)

Fleet Purchasing Assistance

  • Vehicle selection and procurement strategy
  • Vendor negotiation and cost optimization
  • Maintenance scheduling & vendor contracts
  • Budget oversight for fleet operations
    • Ideal for service companies and growing organizations

Vendor & Contract Management

  • Third-party vendor management
  • Contract review and compliance
  • Negotiation and oversight of vendor agreements
  • Risk and performance monitoring

Confidential Consulting Retainers

Optional private support for founders, executives, or board members

  • Conflict resolution in financial ops
  • Independent audit of operations
  • Hiring and team structure advising
  • Executive coaching on operations and finance decisions
    • Discreet and high-trust support

Add-On Options

  • QuickBooks setup & cleanup
  • Asana work management and project collaboration tool setup.
  • 1:1 strategic coaching
  • Pitch deck review & enhancement
  • Custom spreadsheet tools (e.g., financial models)

Delivery Formats

  • One-time project
  • Monthly retainer
  • 60-day transformation plans
  • “Rent a COO/CFO” for 10 hrs/month

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