At Forge, we serve as an ally for our clients. We champion their vision and provide expert guidance, putting them back in the driver’s seat with a clear view of the road through our virtual CFO, audit, and business consulting and training services.
But it’s not just our team that makes Forge different. It’s our process.
Our proprietary leadership and business intelligence framework, the Simple ScaleUp System™, helps clients leverage insights to lead and grow with confidence.
Forge Financial & Management Consulting was founded in 2022, but the Forge team has been working together and serving clients for much longer.
Before spinning off to become a separate firm, we started as the Business Intelligence and Audit divisions of TDT CPAs and Advisors — a 47-year-old accounting firm. Today, our accountants and business advisors serve more than 300 client groups, representing nearly 900 entities and their owners across the U.S.