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Accounting Forward | Bookkeeping, Fractional CFO Services, Cash Flow Management

Accounting Forward

FOUNDING YEAR
2017
NUMBER OF EMPLOYEES
2 - 5 employees
CREDENTIALS
CPA
LOCATION
National (U.S.)
SUPPORT
Dedicated Staff
SOFTWARE
Accounting Forward
Accounting Forward provides comprehensive accounting and financial operations services, including Fractional CFO and Tax Planning, tailored for fast-paced, growing businesses. Their expertise in virtual accounting, controller, and CFO services benefits...
Profile picture of Aaron Aaron
Aaron Aaron
May 7, 2025
Current client since 2018
5.0
Reason for working with Accounting Forward
My Personal relationship with Matt has grown since he started providing services for my company. It has given me the utmost confidence in his knowledge and skill set.
Communication
Subject-matter knowledge
Overall satisfaction
Experience working with Accounting Forward
Matt has been a huge help to our company! He is patient with our questions and quick to respond to our needs. I highly recommend him to anyone looking for accounting assistance. 10/10 would recommend.
Conflicts of Interest
Reviewer disclosed a personal or professional relationship with this vendor outside of the client relationship.
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

Restaurants, Service businesses, CPG from $1m to $10m in revenue looking for monthly accounting/CFO work

Clients who wouldNOTbe a good fit

Business outside of that revenue range, heavy tax focused, business looking for fundraising

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
$1,000

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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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.
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