Services

Small Biz Advisory

Filled with the entrepreneurial spirit, business owners conceive of a great idea, devise and follow an ingenious plan, diligently develop the expertise, systems, processes needed for success, but often need assistance and advice in managing the financial end of the business. The need for cash is obvious at all stages of any business, but especially for small businesses. Sufficient startup capital, proper pricing of products and services, adequate projection of revenues, costs, and cash flows, and the ability to measure and control expenses and return on investment – all are necessary ingredients for continued success. Forward Financial can help assess and advise you in these critical areas to help you control the flow and use of cash which is the life blood of your business.

Crunching numbers is one aspect of good accounting; communication is another altogether. From interpreting financial statements with business owners to discussing key measurements and identifying opportunities for changes and improvements, Forward Financial strives to keep you in the driver’s seat to steer your business ahead financially.

Bookkeeping/QuickBooks

You have a business to run. You want reliable financial records to help you make sound decisions and navigate the best path to growth and profit. Many business owners consider Quickbooks the premier bookkeeping solution to their need for financial information. Whether it’s remote full service bookkeeping or on-site setup of Quickbooks with ongoing assistance, Forward Financial can help you establish a financial reporting system tailored for your individual business within your specific industry. With accurate and up-to-date information at your disposal, you can turn to doing what you love instead of what you dread.

Spreadsheet Solutions

Do you spend hours pouring through data – invoices, bills, checks, schedules, emails – entering information from one system to another, in a seemingly endless cycle of transactions that seem to grow exponentially with your business? , monopolizing your time and preventing you from focusing on production and management of your business? Do you find yourself repeating familiar processes that probably could be automated? Or risking errors through manual entry or slowing down the process to Entering information manually and risking errors manual steps and processes that?

Well designed and automated spreadsheet applications can be the connective tissue that integrate systems and tie processes together more efficiently. Let Forward Financial analyze your accounting and business processes for potential improvements today – for more efficiency and accuracy tomorrow.

Part Time CFO

As a good business grows it may point where it needs professional financial advice, but it can't yet afford a full-time CFO or controller. If you’re fortunate enough to have this problem, consider engaging Forward Financial to provide interim financial management service at a fraction of the time and cost of a full time person.

A part-time CFO service would allow you more time to focus on your business and servicing your customers. It would give you valuable input from a financial perspective and comfort knowing that a professional is partnering with you to review, protect, and improve your financial situation. It would improve your ability to make informed decisions from a better understanding of the numbers in your business, and provide a sounding board when tough decisions must be made.

In addition to standard financial information, a part time CFO could provide budgeting preparation and special analysis of trends and future projections of cash flow or profits by various service or product lines.

A part time CFO could help negotiate with bankers, attorneys, insurance brokers, or other parties for various services.

Payroll

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Cash Management

I'm a paragraph. Click here to add your own text and edit me. I’m a great place for you to tell a story and let your users know a little more about you.

This is a great space to write long text about your company and your services. You can use this space to go into a little more detail about your company. Talk about your team and what services you provide. Tell your visitors the story of how you came up with the idea for your business and what makes you different from your competitors.