Small Business Help
Get help to keep your business running smoothly.
Help organizing all the complicated, behind-the-scenes parts of running your business, with regular check-ins and timely advice.
Small Business Help
Business Services
Straightforward Business Services
Whether you’re a one-person operation or manage a team, we’ll help create a plan for your business, while you focus on doing great work.
Three Ways to Work Together
Pick the level of help that matches your business
Stop worrying about your business and spend more time serving your customers and doing the work. Ongoing services are billed monthly, in advance, with no contract.
Full-Service CFO
Ready to profitably scale your business, maximize your cash flows, and minimize your taxes?
Designed from the ground up for businesses that want to grow profitably with the help of an expert in financial strategy.
Full-Service CFO
Advice On-Demand
Get help on specific issues or ask questions about your business.
An advocate for the moments when something is beyond your expertise. Save time solving those issues fast with expert advice.
Advice On-DemandSide by Side
What’s included in each service
| What you get | Small Business Help | Full-Service CFO | Advice On-Demand |
|---|---|---|---|
| Best for | Owners who want the back office organized and a regular check-in | Owners ready to scale profitably with CFO-level strategy | Owners who need expert help on specific issues, not ongoing management |
| Expert advice on specific questions | Included | Included | Included |
| Accounting process cleanup | Included | Included | — |
| Regular check-ins | Included | Regular CFO meetings | — |
| Tax, entity selection, and cash advice | Included | Included | As asked |
| Working with your CPA | Included | Included | — |
| Outsourced bookkeeping | Optional add-on | Optional add-on | — |
| Financial report review and advice | — | Included | — |
| Cash flow forecasts | — | Included | — |
| Budgets and projections | — | Whole business, departments, or projects | — |
| Unlimited communication access | — | Included | — |
| Billing | Monthly, in advance. No contract. | Monthly, in advance. No contract. | As needed. Ask on your call. |
Find Your Fit
Still not sure? Answer three questions.
How It Works
The path to financial success
Schedule a consultation
Let’s talk about your business, where you need help, and what it would look like to work together.
Get a straightforward plan
Let Forthright advise you on business financials and manage the complicated details behind the scenes.
Run your business with confidence
Run your business knowing all the important details behind the scenes are handled and you have a clear view of where your business is headed.
Let’s talk about your business.
Where you need help, and what it would look like to work together. No contract, no pressure.