Our Services

We offer comprehensive bookkeeping services tailored to your unique needs. Let us handle the numbers so you can focus on growing your business. We're more than just bookkeepers – we're your trusted partners in your business' success.

Contact us today for a free consultation!

Core Close

Best for:

Businesses that want clean monthly books and a dependable month-end close

Monthly bookkeeping in QuickBooks Online
Bank and credit card reconciliations
Month-end close using a standardized close checklist
Monthly financial package: Profit & Loss, Balance Sheet, and cash summary
Phone/Email support
High-level monthly email review insights as part of the close

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Ops Close

Best for:
Owners who want tighter close oversight, better reporting, and structured monthly reviews

Everything in Core Close, plus:
Enhanced close oversight
Monthly variance notes (high-level explanation of meaningful changes)
Monthly review call (1 hour)
Payroll coordination

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Forge CFO

Best for:
Growing businesses that need forward-looking finance on top of a strong monthly close

Everything in Ops Close, plus:
Rolling 13-week cash-flow forecast
KPI dashboard (5-10 KPIs tailored to the business)
Monthly performance insights
Quarterly planning session

Bookkeeping

Forge offers individualized care and a tailored approach for our clients. Leave the organizing and deciphering to us.

Accounts Receivable and Payable Tracking
Bank and Credit Card Reconciliation
Financial Statement Preparation
Financial Data Cleanup and Catch-up
Cloud-based Solutions

Payroll

We partner with top-notch payroll processing softwares to provide you with stress-free payroll management. We are truly full-service.

Accurate Payroll Processing
Payroll Tax Filing and Compliance
Reporting sent after each payroll
Online access for employees to view paystubs
W-2 and 1099 Preparation

Send us your hours for payroll and we will take care of the rest.

Fractional CFO

As a small business owner you likely wear many hats. Let us wear this hat for you. With our Fractional CFO service you will have extra time to focus on high level operations while receiving in depth insights and understanding into the financial health of your business, and strategies for future growth.

Strategic Financial Planning
Cashflow Management
Profitability Analysis
Expense Optimization
KPI Development and Tracking
Growth Advisory and Expansion Support

Sales Tax

We also can help you maintain your routine sales tax filings.

Sales Tax Filing and Remittance
Multi-state Compliance Management
E-commerce Sales Tax Compliance
Exemption Certificate Management
Sales Tax Consulting