9/13/24

What Happens If EdgePoint Financial Goes Out of Business?

Ever wonder what happens to your financial records if your bookkeeper closes up shop? At EdgePoint Financial, your data is stored in secure, cloud-based platforms that you control and can export at any time. We maintain multiple backups for extra protection and carry insurance plus a dedicated reserve fund for smooth client transitions. If we ever wind down, you’ll get 60 days’ notice and hands-on support for transferring your books. Plus, with years of profitability and a stable client base, you can feel confident we’re here for the long term—but prepared for every possibility.

Previous

EdgePoint Financial's Average Client Results

Next

EdgePoint Pricing