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.
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.
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”