Areas of Practice
Forward is a team of finance and accounting professionals who are dedicated to improving, simplifying, and demystifying the accounting process for small businesses and their decision makers.
At Forward, we believe:
A firm’s financial data is one of its most underutilized assets;
Applying experience and insight to financial data creates financial intelligence;
A step ahead for you is a step ahead for us, and for all of us; and
Finance and accounting can be fun!
Our mission and purpose is to help businesses and organizations transform mundane accounting data and processes into meaningful and actionable financial intelligence, to help those companies, our economy, and our community move forward.
Ways to Move Forward
Advisory
We can help you navigate today’s complicated business landscape. We are experienced financial, technological, and operational consultants. Using a data-focused approach, we are able to transform your financial and accounting data into actionable intelligence. Let us help you with your next hard-to-answer financial question or strategic problem.
Books
Financial accounting and controlling are at the heart of what we do. More than simply recording transactions and facilitating compliance, we prioritize management reporting. Whatever the industry, we can improve and implement systems that will improve your financial intelligence. Let us help you see what insights can be found with timely and high-quality financial statements.
Compliance
Whether from the IRS, or from state, or local government agencies, the volume and frequency of required tax reporting and deposits can be overwhelming. We’re here to take this off your plate so you can focus on the higher-value tasks of running, developing, and growing your business.
Our Process
Bookkeeping is the foundation of all the work we do. Financial intelligence begins with accurate accounting.
