Accounting Forward
Accounting Forward
At Accounting Forward, we specialize in working with growth-oriented service businesses—especially in the restaurant, home service, and professional service industries—doing between $1M and $20M in annual revenue.
We go beyond traditional bookkeeping by offering forward-looking dashboards, KPI tracking, and financial insights that help owners make better, faster decisions. While we provide foundational bookkeeping services, our strength lies in helping businesses interpret their financials, identify opportunities, and scale intentionally.
Our clients are entrepreneurial leaders who value clarity, accountability, and strategic input—not just compliance.
We are not a fit for those seeking heavy tax work or low-cost, transactional bookkeeping. Instead, we partner best with businesses ready to take ownership of their numbers and use them as a tool for growth.
We go beyond traditional bookkeeping by offering forward-looking dashboards, KPI tracking, and financial insights that help owners make better, faster decisions. While we provide foundational bookkeeping services, our strength lies in helping businesses interpret their financials, identify opportunities, and scale intentionally.
Our clients are entrepreneurial leaders who value clarity, accountability, and strategic input—not just compliance.
We are not a fit for those seeking heavy tax work or low-cost, transactional bookkeeping. Instead, we partner best with businesses ready to take ownership of their numbers and use them as a tool for growth.
Luke Watson
June 18, 2025
Current client since 2021
5.0
Reason for working with Accounting Forward
I met Matt and the Accounting Forward team before I ever bought my business. From the moment I met Matt, I knew he would be tremendously valuable partner.
The key factors for me when deciding to work with Matt is his ability to communicate with people with varying degrees of financial literacy and his focus on guidance and partnership. Beyond the standard accounting, Matt provides thoughtful leadership in our organization and has helped us build and grow.
The key factors for me when deciding to work with Matt is his ability to communicate with people with varying degrees of financial literacy and his focus on guidance and partnership. Beyond the standard accounting, Matt provides thoughtful leadership in our organization and has helped us build and grow.
Experience working with Accounting Forward
As our fractional CFO, Matt handles all financial aspects of our business. Beyond standard bookkeeping, budgeting and taxes, Matt is a part of our team who is able to help drive the business forward advising on all financial aspects of our organization.
Matt is a true partner and resource for our team and I'd recommend that any small business work with him.
Matt is a true partner and resource for our team and I'd recommend that any small business work with him.
Communication
Subject-matter knowledge
Overall satisfaction
Conflicts of Interest
No personal or professional relationship disclosed.
Compensation
Reviewer did not receive any compensation for this review.
Disclosure:This review reflects the personal experience of the reviewer and does not represent an endorsement by Sam’s List
Clients who would be a good fit
I work best with growth-minded business owners in the restaurant, home service, or professional service industries doing $1–20M in revenue.
My ideal client understands that accounting isn’t just about compliance — it’s a strategic tool for making confident decisions. They value clarity, want to grow, and appreciate having an experienced partner who can translate their numbers into actionable insights.
If you’re looking for more than just clean books — someone who can help you actually use your financials to scale — we’ll be a great fit.
My ideal client understands that accounting isn’t just about compliance — it’s a strategic tool for making confident decisions. They value clarity, want to grow, and appreciate having an experienced partner who can translate their numbers into actionable insights.
If you’re looking for more than just clean books — someone who can help you actually use your financials to scale — we’ll be a great fit.
Clients who wouldNOTbe a good fit
I’m not the right fit for businesses that are just looking for the cheapest bookkeeping solution, heavy tax preparation, or one-off compliance services.
I work best with growth-minded business owners who want ongoing financial clarity and use their numbers to make better decisions. If you’re only looking for someone to file taxes once a year or handle complex tax planning, I may not be the right fit.
I also don’t typically work with pre-revenue startups or businesses with less than $500K in annual revenue.
I work best with growth-minded business owners who want ongoing financial clarity and use their numbers to make better decisions. If you’re only looking for someone to file taxes once a year or handle complex tax planning, I may not be the right fit.
I also don’t typically work with pre-revenue startups or businesses with less than $500K in annual revenue.
Minimum Financial Requirements
Annual Income
No minimum required
Annual Revenue
$1,000,000
Client Specialties
Preferred Industry
Client Type
Industries Accounting Forward doesNOTserve
Services Offered
Service Pricing
Monthly Fixed Fee
$750
Meeting Options
Video meetings
Industries Accounting Forward doesNOTserve
Disclaimer
Sam’s List is a platform that connects users with independent financial professionals, including accountants, bookkeepers, fractional CFOs, and financial advisors. Sam’s List does not provide, endorse, or guarantee any financial, accounting, or investment services. Some professionals on this platform participate in paid programs for additional visibility or leads. Users are responsible for conducting their own due diligence before engaging with any professional. Learn more in ourTerms of Service.
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6 Client Reviews
"Securing Matt's services has been my best investment in the last 24 months. He does all of my business and personal accounting. I don't spend one minute worrying about it anymore. He affords me more time with my family and friends. I couldn't ask for anything more."
1 Client Reviews
"without a doubt 💯 Worked together for 2-3 years. Great service. Organized. Responsive. Knowledgeable. Always learning and sharing new info!"
3 Client Reviews
"Jeremy and his team have been my go to firm for over 6 years. I have been delighted with quick results, very responsive answers to my questions and have even been educated when needed. This firm cares about your taxes 365 days a year and does a great job of tax planning and preparation so tax day is not a dreaded experience. I need my complex corporate taxes and personal taxes handled by a knowledgeable, tax oriented team of professionals, and this team is the best."
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Sam’s List is a directory for exploring accountants, bookkeepers, fractional CFOs, financial advisors, and wealth managers. We do not provide financial, investment, tax, or legal advice, nor do we recommend or endorse any specific professional. Some professionals participate in paid programs for additional visibility or leads. Users should independently verify any professional before engaging their services. Learn more in ourTerms of Service.
