EDMA Group | Bookkeeping & Business Consultants

Flexible engagement to match your stage

Bookkeeping Services

Monthly

Best for active businesses needing up‑to‑date visibility.

Monthly bank/credit card reconciliations
Categorization and clean‑up
Monthly P&L and Balance Sheet
Monthly Check-Ins

Quarterly

For steady operations and tax‑ready reporting.

Quarterly reconciliations and review
Quarterly financial statements
Quarterly check‑ins
Support for tax preparation

Annual

Ideal for year‑end clean‑up and compliance.

Year‑end clean‑up and reconciliations
Catch‑up bookkeeping as needed
Tax‑ready financial package
Optional 1099 support

Hands‑on operators who understand your world

Industry Expertise

Real Estate

Property & Portfolio

Lease tracking, CapEx vs OpEx, and reporting that helps investors and owners make decisions.

Dental & Medical

Healthcare Practices

Provider comp tracking, reimbursements/AR workflows, and HIPAA‑aware bookkeeping processes.

Crypto Mining

Bitcoin Mining Ops

Revenue recognition, power costs, asset capitalization, and disciplined documentation.

SMBs

Small Business

Cloud‑based bookkeeping, payroll coordination, and tax‑ready financials for growing teams.

Forensic Accounting

Investigations & Assurance

Fraud detection, litigation support, and transaction testing with defensible reporting.

Non‑Profits & Foundations

Mission‑Driven Finance

Fund accounting, grant tracking, donor reporting, and Form 990‑ready financial management.

IRS Audit & Cleanup

Audit Support & Catch‑Up

IRS representation, GAAP‑compliant cleanup and catch‑up to get your books audit‑ready and minimize risk.

Fraud detection, financial investigations, and litigation support you can trust

Forensic Accounting Services

What forensic accounting includes

Fraud detection and prevention reviews
Financial investigations and transaction tracing
Litigation support and expert witness‑ready schedules
Internal controls assessment and remediation
Digital evidence preservation and data analytics

When it’s used (real‑world scenarios)

Embezzlement or asset misappropriation cases
Vendor, billing, or payroll fraud reviews
Shareholder/partnership dispute resolutions
Marital dissolution and business valuation support
Insurance claims and economic loss quantification

Why choose Edma Group accounting for forensics

Team led by senior accountants with CPA/CFE‑qualified practitioners
Structured methodology with chain‑of‑custody discipline
Modern toolset: data analytics, forensic software, and secure evidence management
Clear, court‑ready reports and timelines for counsel and stakeholders
Success stories: [Placeholder] Recovered $250k in 60 days; [Placeholder] Resolved vendor dispute pre‑trial

Discuss your case Request a proposal

Looking for trusted, discreet forensic accounting services? Our investigators serve businesses, non‑profits, and individuals with timely, defensible findings.

Transparent stewardship, fund accountability, and IRS compliance

Non‑Profit & Foundation Accounting

Services tailored to non‑profits

Fund accounting and grant management workflows
Donor reporting, acknowledgments, and stewardship dashboards
Budget vs. actuals and board‑ready financial packets
Audit preparation (PBC lists) and auditor liaison
Workflow design for restricted vs. unrestricted funds

Compliance and filings

IRS Form 990/990‑EZ support and narrative schedules
UBTI tracking and allocation methods
Grant restrictions, releases, and policy documentation
State charitable registration coordination
Internal controls and documentation for program integrity

Benefits for your mission

Ensure transparency that builds donor and board confidence
Optimize and protect your tax‑exempt status
Make better, timely decisions with fund‑level visibility
Scalable, cloud‑based workflows for staff and volunteers
Aligned financial reporting that supports your programs and grants

Get a non‑profit proposal Talk to an expert

Work with non‑profit accounting experts who understand foundation financial management and the realities of running a mission‑driven organization.

Bookkeeping Cleanup, and Catch-Up Expertise

IRS Audit Support

IRS Audit Support, Bookkeeping Cleanup, and Catch-Up Expertise

At Edma Group, we understand that navigating IRS audits and managing overdue bookkeeping can be overwhelming for busy business owners in real estate, dental and medical practices, crypto mining operations, and small businesses. Our specialized IRS audit support, bookkeeping cleanup, and catch-up services provide the expertise and peace of mind you need to resolve issues efficiently, minimize risks, and maintain accurate, tax-ready financials—all while ensuring full compliance with Generally Accepted Accounting Principles (GAAP) and IRS regulations.

Comprehensive IRS Audit Support and Representation

Facing an IRS notice or audit doesn't have to disrupt your operations. Our experienced team offers professional representation and support throughout the entire audit process, acting as your advocate to communicate directly with the IRS on your behalf.

Key services include:

Audit preparation and document organization — Gathering and reviewing records to ensure everything is complete and well-documented.
Response formulation — Crafting clear, accurate replies to IRS inquiries to protect your interests.
Negotiation and resolution — Working to achieve the most favorable outcome, whether in office, field, or correspondence audits.
Compliance review — Identifying potential issues early to reduce penalties and adjustments.

We emphasize GAAP-compliant record-keeping during audits, as IRS examiners prioritize consistency, clarity, and adherence to accounting standards. Our goal is to handle the stress so you can focus on growing your business.

Bookkeeping Cleanup and Catch-Up Services

If your books have fallen behind—due to rapid growth, staffing changes, or simply the demands of running a business—our cleanup and catch-up services get you back on track quickly and accurately. These services are ideal for annual or one-time needs, building on our existing quarterly and annual bookkeeping options.

What we deliver:

Thorough reconciliation → Of bank accounts, credit cards, loans, and other balances to eliminate discrepancies.
Error correction and recategorization → Fixing misclassified transactions, duplicate entries, and improper setups.
Historical catch-up → Bringing months or years of backlog current with proper transaction recording and adjustments.
GAAP-aligned financial statements → Producing clean profit & loss statements, balance sheets, and supporting reports that are tax-ready and audit-resistant.
Chart of accounts optimization → Ensuring your setup reflects your industry-specific needs (e.g., CapEx vs. OpEx in real estate or revenue recognition in crypto mining).

By adhering strictly to GAAP principles—such as accurate revenue recognition, proper asset capitalization, and consistent accrual or cash-basis methods (as appropriate)—we ensure your cleaned books support reliable decision-making, seamless tax filing, and strong defense in any IRS review.

Why Choose Edma Group for These Services?

Industry-tailored expertise → Deep knowledge of your sector's unique challenges, from provider compensation tracking in healthcare to power cost allocation in crypto operations.
Cloud-based efficiency → Secure, modern workflows for fast turnaround and real-time collaboration.
Proactive risk reduction → Clean, organized books lower audit triggers and penalty exposure.
Responsive senior support → Direct access to our experienced team for guidance every step of the way.

Whether you're preparing for an IRS examination or simply need to catch up on overdue bookkeeping, Edma Group delivers reliable, professional solutions that save you time and provide lasting financial clarity.

Ready to get your books audit-ready and up to date? Contact us today for a complimentary consultation or customized proposal. We're here to help your business thrive with confidence.

Keywords: IRS audit support Charlotte, bookkeeping cleanup services, catch-up bookkeeping experts, GAAP compliant accounting, tax audit representation, Edma Group bookkeeping

Book a Free Consult Request a proposal

Experienced, personable, and accountable

Your Team

Miguel Sanda, MBA, PMP

Founder

Operations & Technology

Engineer and MBA specializing in data‑driven finance. Brings deep real estate, small business, AI and crypto mining experience to client engagements.

Dayana Alonso, MBA.