From bookkeeping and financial management to operations and business development, ForgePoint provides hands-on support where your business needs it today & strategic guidance for where you're going next.
Sound Familiar?
Most business owners didn't start their company to spend their days managing books, chasing invoices, or untangling operational problems. ForgePoint handles the back office so you can focus on running and growing your business.
Your books are behind and you're not sure where your business actually stands financially.
Operations feel reactive—you're solving the same problems over and over.
You're growing, but you don't have the systems or support to grow confidently.
You need more than a bookkeeper—you need someone who understands the whole business.
How We Work With You
Most engagements start in one place and grow from there. Choose the level of support your business needs today—with a clear path to more as we learn your business.
Start Here
We review your financials and operations and hand you a clear, written picture of where things stand: cash position, outstanding receivables, and the one or two things worth fixing first.
Credited toward your first month if you move forward.
Schedule an AssessmentTier 1
Starting at $850/mo
The tangible foundation everything else is built on.
Tier 2
Custom pricing
Everything in Financial Foundation, plus the systems that keep your business running smoothly.
Tier 3
Custom pricing
Everything in Operating Partner, plus the strategy and systems to grow deliberately.
Not sure where to start? The Books & Ops Assessment is the fastest way to find out.
Industries We Know
We bring hands-on experience across industries where back-office complexity is high and operational clarity matters most. Our work is not limited to these sectors—but we know them well.
Why ForgePoint
ForgePoint is not a bookkeeping company. Bookkeeping and back-office services are part of a broader advisory relationship. Our clients get accurate financials and organized operations—and a partner who helps them understand what the numbers mean and what to do about it.
Accurate books, reconciled accounts, and organized processes aren't glamorous—but they're the foundation everything else is built on. We get them right.
We translate financial and operational data into plain language. You'll know where your business stands, what's working, and what needs attention.
We stay engaged. You're not handed a report and left to figure it out—we work alongside you through the details.
We work with small and growing businesses, not enterprise clients. Our services are sized and priced for where you are—and designed to grow with you.
Meet the Founder
Founder & Principal Advisor
ForgePoint Strategy was founded on a straightforward idea: small and growing businesses deserve the same quality of financial management, operational support, and strategic thinking that larger companies take for granted.
Before founding ForgePoint, I spent years inside organizations navigating the complexity of scaling—building teams, redesigning processes, and helping leadership teams translate vision into operational reality. That experience shapes every engagement.
ForgePoint works with a select number of clients at any given time. That's intentional. It means every engagement receives the depth of attention it deserves.
If you're ready to get your finances under control, improve how your business operates, or start planning for growth—we'd like to hear about it.
