Virtual CFO Services

Bring more clarity to your organization’s finances

Make strategic decisions based on forward-looking financial data

Are You Leading with Financial Blind Spots?

We understand the overwhelm and stress you feel when you’re forced to operate on instincts instead of insights.

Instincts alone are no longer enough to grow your business with intentionality, and traditional accounting fails to connect the dots between your numbers and the bigger picture.

It’s Time to Lead with More Visibility and Clarity

At Forge, we believe every leader deserves the information and support they need to succeed.

Offering proactive insights and expert guidance, our accountants give you the financial visibility, strategy, and support to turn your organization’s financial information into your decision-making superpower instead of your shortfall.

But we don’t stop there.

It’s not enough to just understand your present financial picture. You need to understand the present as well as how it impacts your future so you can lead proactively and scale your organization.

Introducing the Simple ScaleUp System™

As a leader, you need a comprehensive, insightful approach to problem-solving. That’s why we’ve developed a proprietary leadership and business intelligence framework, the Simple ScaleUp System™.

The Simple ScaleUp System™ bridges the gap between financial information and strategic decision-making. It looks holistically at finance, productivity, leadership, and personnel and how each informs the others.

The bedrock of the Simple ScaleUp System™ is this: Money isn’t the story. Money tells the story of your business.

We’ve built our virtual CFO services on the Simple ScaleUp System™ so you can uncover the story your finances tell and lead your organization with confidence.

Virtual CFO Services Designed to Give You More Visibility

Our virtual CFO services go beyond basic bookkeeping to provide accurate, timely, and relevant financial information and insights you can use to lead with confidence.

As we worked with hundreds of clients, we found virtual CFO services offer the greatest results when your organization is first set up with the right processes, which is why we start every engagement with process optimization.

Then, we combine monthly financial review, reconciliation, and reports with enhanced features, including budget-setting, interactive financial dashboard tracking, and strategy meetings, so you can lead with confidence and scale your organization.

Find the Right Fit for Your Needs

Silver Package

Starting at $1,250/mo

Go beyond basic bookkeeping and gain peace of mind with accurate, timely, and relevant financial information and insights.

  • Monthly financial review and reconciliation
  • Monthly financial reports insights and analysis
  • Annual strategy meeting
  • Annual tax preparation and planning (optional)
  • Transaction recording and bill pay (optional)
  • Process optimization project (optional)

Gold Package

Starting at $2,250/mo

Lead confidently and track progress toward your goals with intuitive visual dashboards and enhanced financial reporting and analysis.

Silver Package and:

  • Annual budget-setting aligned with your strategic goals
  • Monthly interactive financial dashboard reporting key metrics
  • Monthly videos from our team walking you through the insights
  • Semi-annual strategy meetings

Platinum Package

Starting at $3,250/mo

Make smart decisions as you refine your plans throughout the year and avoid surprises through financial forecasting.

Gold Package and:

  • Quarterly forecasting based on updated results and assumptions
  • Quarterly strategy meetings

How It Works

1

Book a
Discovery Call

Fill out the request form to schedule a call with a Forge leader.

2

Select Your
Path Forward

Get personalized service options designed to address your needs.

3

Unlock Faster
Business Growth

Gain insights and support to help you achieve your goals.

1

Book a Discovery Call

Schedule a free call and receive an analysis of your accounting and financial intelligence system.

2

Access our Award-Winning Team

Leverage our team of experts to bring reliability and visibility to your finances.

3

Lead and Grow with Confidence

Forge ahead with the insights, systems, and support you need to succeed.

1

Book a
Discovery Call

Schedule a free call and receive an analysis of your accounting and financial intelligence system.

2

Access our Award-Winning Team

Leverage our team of experts to bring reliability and visibility to your finances.

3

Lead and Grow with Confidence

Forge ahead with the insights, systems, and support you need to succeed.

1

Book a
Discovery Call

Fill out the request form to schedule a call with a Forge leader.

2

Select Your
Path Forward

Get personalized service options designed to address your needs.

3

Unlock Faster
Business Growth

Gain insights and support to help you achieve your goals.

1

Book a
Discovery Call

Fill out the request form to schedule a call with a Forge leader.

2

Select Your
Path Forward

Get personalized service options designed to address your needs.

3

Unlock Faster
Business Growth

Gain insights and support to help you achieve your goals.

1

Book a
Discovery Call

Schedule a free call and receive an analysis of your accounting and financial intelligence system.

2

Access our Award-Winning Team

Leverage our team of experts to bring reliability and visibility to your finances.

3

Lead and Grow with Confidence

Forge ahead with the insights, systems, and support you need to succeed.

We Help You Navigate the Four Steps to Scalability

Call on Forge as your guide for your scaling journey and get the system, tools, and support you need to transition through the four steps to scalability.

1.Reliability

First, build the foundation for scalability within your organization with accurate, timely information you can trust across your business.

2. Visibility

Now that you have reliable information, you can better understand it and translate that information into insights you can use to lead and grow your organization.

3. Predictability

When you have more visible information, you uncover patterns and trends to predict where your organization is going across the areas of finance, leadership, productivity, and personnel.

4. Flexibility

With data-driven predictions of where your organization is headed, you can monitor real-time results and gain agility, where you can identify issues early and proactively adjust how you execute your vision and goals.

Ready to Lead with More Clarity?

You have a clear vision and are ready to make an even bigger impact.

We’ve witnessed how difficult it is to grow your business and meet your goals without the right insights, people, or processes.

At Forge, our experienced business consultants and CPAs help you navigate your next steps so you can scale strategically and sustainably. We help business owners across the U.S. access the clarity, support, and systems they need to scale faster and grow as leaders.

Stop worrying about financial blind spots and instead, confidently lead your business.