Audit & Assurance

Proactive, efficient audits — grounded in real partnership

Proactive, efficient audits — grounded in real partnership

Hands-On Partner
Involvement
Consistent Team,
Year After Year
A Clear,
Respectful Process

Hands-On Partner Involvement

Consistent Team, Year After Year

A Clear, Respectful Process

An Audit Experience Designed to Support You

Know where you stand. Lead with confidence.
When you need to present reliable financials to stakeholders, your audit should support you, not slow you down.

A Process That Respects Your Time
We deliver clear, accurate financial statements through an audit approach designed to reduce disruption and build trust with the people who rely on your numbers—funders, lenders, board members, and regulators.

Hands-On, Start to Finish
With over 1,500 audits completed, our dedicated team brings clarity, continuity, and care to every engagement. Your audit partner won’t be a name on a report. They’re involved every step of the way.

Support for Every Type of Organization
Whether you’re a nonprofit navigating grant compliance, a business preparing for a loan, or a benefits plan sponsor fulfilling ERISA requirements, we’ll guide you through a smooth audit process that gives you and your stakeholders confidence in your numbers.

What You Can Expect

We bring more than compliance. Here’s what clients value most about working with Forge:

  • Partner Involvement – Your audit partner is directly involved throughout the process and committed to building a lasting relationship.

  • Long-Term Continuity – Our dedicated audit team provides consistent, year-over-year support and efficiency.

  • Minimal Disruption – We respect your time, communicate clearly, and work efficiently to minimize interruption.

  • Clarity & Confidence – Our process is designed to build trust with your stakeholders and provide insight into your financial picture.

What You Can Expect

We bring more than compliance. Here’s what clients value most about working with Forge:

  • Partner Involvement – Your audit partner is directly involved throughout the process and committed to building a lasting relationship.

  • Long-Term Continuity – Our dedicated audit team provides consistent, year-over-year support and efficiency.

  • Minimal Disruption – We respect your time, communicate clearly, and work efficiently to minimize interruption.

  • Clarity & Confidence – Our process is designed to build trust with your stakeholders and provide insight into your financial picture.

BOOK A DISCOVERY CALL

Your 3-Step Plan To A Smooth Audit

1

Book A
Discovery Call

Schedule a free call to meet our team, understand your options, and select the right audit for your organization.

2

Execute
Your Audit

Leverage our team of experts and solutions to bring reliability and visibility to your finances so you have predictability and flexibility in your organization.

3

Present Your Financials
with Confidence

Deliver reliable financial information to stakeholders on time, the right way, every time.

1

Book A
Discovery Call

Schedule a free call to meet our team, understand your options, and select the right audit for your organization.

2

Execute
Your Audit

Experience a pain-free process with kind, caring experts who focus on your audit and keep you focused on your organization.

3

Present Your Financials with Confidence

Deliver reliable financial information to stakeholders on time, the right way, every time.

1

Book a Discovery Call

Schedule a free call to meet our team, understand your options, and select the right audit for your organization.

2

Execute Your Audit

Experience a pain-free process with kind, caring experts who focus on your audit and keep you focused on your organization.

3

Present Your Financials with Confidence

Deliver reliable financial information to stakeholders on time, the right way, every time.

How It Works

Call on Forge as your guide for your scaling journey and get the system, tools, and support you need to transition through the four steps to scalability.

1. Pre-Audit Planning

We start by learning about your organization, identifying any changes from the prior year, and walking you through what to expect. You’ll receive a request list early and have plenty of time to prepare.

2. Fieldwork & Testing

Our team works efficiently to gather what we need, ask thoughtful questions, and complete testing with as little disruption as possible. We maintain open communication with your team throughout.

3. Review & Delivery

We share draft financials and walk you through them before finalizing. We also provide a letter to governance with insights and any recommendations for strengthening internal controls.

4. Ongoing Support

We’re available throughout the year to answer questions and provide support. Many of our clients rely on us as a resource well beyond the audit itself.

Who We Serve

Who We Serve

We specialize in audits that require both care and complexity, and we tailor our approach to the unique needs of each client type.

Nonprofit Organizations

From funding restrictions to board governance, our nonprofit audit approach is built to support clarity, confidence, and mission alignment.

Nonprofit
Organizations

From funding restrictions to board governance, our nonprofit audit approach is built to support clarity, confidence, and mission alignment.

See How We Can Help

Employee Benefit
Plans

ERISA compliance is just the starting point. We deliver efficient, low-disruption audits that help you fulfill your fiduciary responsibilities with confidence.

See How We Can Help

Private
Companies

Most of our private company clients require an audit to meet lender requirements, qualify for bonding, bid on contracts, or prepare for a future exit. We make the process smooth, clear, and credible — so you can focus on what’s next.

See How We Can Help
Employee Benefit Plans

ERISA compliance is just the starting point. We deliver efficient, low-disruption audits that help you fulfill your fiduciary responsibilities with confidence.

Private Companies

Most of our private company clients require an audit to meet lender requirements, qualify for bonding, bid on contracts, or prepare for a future exit. We make the process smooth, clear, and credible — so you can focus on what’s next.

See How We Can Help

Meet Your Audit Partners

R. Ross Van Laar, CPA

Ross is the Director of Audit at Forge Financial & Management Consulting

Ross leads Forge’s audit services with a focus on delivering a process that is smooth, transparent, and valuable. He works closely with nonprofit leaders and business owners to conduct financial statement audits that not only meet compliance standards, but also bring clarity and confidence for the road ahead.

With 15 years of experience in public accounting and assurance services, Ross brings deep technical expertise and a calm, practical approach to complex financial matters. He helps organizations strengthen their financial understanding and long-term planning through audits that are both thorough and collaborative. Ross serves as a trusted advisor year-round – beyond the audit, focusing on helping clients navigate financial challenges and make well-informed decisions for their organizations.

Dan Montgomery, CPA

Dan is an Audit Partner at Forge Financial & Management Consulting. He specializes in audits of nonprofit organizations and employee benefit plans.

Dan helps his clients ensure financial transparency and compliance by guiding them through the audit process. His goal is to support leadership teams in making informed decisions that strengthen operations and stakeholder trust.

With nearly two decades of experience in both private and public industry, Dan offers a well-rounded perspective on audit and assurance services. His practical insight and strategic approach make him a valuable partner to organizations seeking to strengthen their financial stewardship.

What Our Clients Say

What Our Clients Say

“I appreciate that we have a dedicated team that we can contact for questions. Their prompt responses and explanations show that they value us as a company. Their team is fantastic to work with and we enjoy having them come to our office to talk through the potential financial changes as well as our annual audit.”

– Staci Humiston, Executive Director at Reach for Your Potential

“I’ve referred others to Forge because they’re a smaller firm, and we’ve had the same audit team every year. Their auditors are a really down to earth team who come in and do the work. I appreciate that they’re not a giant business solutions company trying to do everything—it gives me confidence that they’re highly focused on what we actually need”

– Emily Blomme, Chief Executive Officer at Foundation 2 Crisis Services

Ready For A Smoother Audit?

Let’s make the audit process smoother for your team and more valuable to your stakeholders.

Ready For A Smoother Audit?

Let’s make the audit process smoother for your team and more valuable to your stakeholders.

BOOK A DISCOVERY CALL

FAQS

Find Answers to Your Audit Questions

We bring a calm, structured process that prioritizes preparation, continuity, and communication. You’ll work with the same core team year over year, and your audit partner will be involved throughout.

No. While nonprofits make up the majority of our audit practice, we also work with employee benefit plans and small businesses across a wide range of industries.

Yes. If you’re new to audits or have had a rough experience in the past, we can guide you through audit readiness and even provide a checklist to make preparation smoother.

Yes — we offer Tax Services exclusively to organizations receiving our Audit & Assurance or Virtual CFO & Controller services. We don’t take on tax-only clients.