Ongoing Support

Small Business Help

Get help to keep your business running smoothly. Help with organizing all the complicated, behind-the-scenes parts of running your business.

Is This the Right Service?

Small Business Help is for owners who…

You’re a one-person operation or run a small team.
The behind-the-scenes parts of the business keep piling up.
Your financials aren’t telling you much — the accounting needs cleaning up.
You have cash you don’t know what to do with. Invest it, or use it back in the business?
You want your CPA to get what they need without it all landing on you.

You need forecasts, budgets, and regular CFO-level strategy to scale. See Full-Service CFO.
You only have an occasional question and don’t need ongoing management. See Advice On-Demand.

What You Get

You will get help cleaning up your accounting processes so that your financials become significantly more useful.

To keep up with what is happening in your business and give timely advice, so you know what you need in order to keep running efficiently.

Advice for taxes, business entity selection, investments, and cash that you don’t know what to do with.

We help get your CPA the necessary information and help answer questions — theirs and yours.

Can be provided as well, as an optional add-on.

Help organizing all the complicated, behind-the-scenes parts of running your business.

Billed monthly, in advance. You will not be tied into a contract, so you can stop services at any time.

How It Works

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 us help unravel the complicated stuff. Schedule a call to see what working together would look like.