Hands-On Partner
Involvement
Experience
Across Industries
Timely, Professional
Delivery
Hands-On Partner Involvement
Experience Across Industries
Timely, Professional Delivery
Audit Support that Moves Your Business Forward
When your audit is required for bonding, lending, or investor reporting, you need more than a checklist. You need a clear, efficient process and a team that respects your time.
At Forge, you’ll work directly with a partner who stays involved from start to finish. You’ll see familiar faces each year and get the clarity you need to move forward with confidence, whether you’re preparing for a transaction, maintaining compliance, or building trust with stakeholders.
We specialize in audits for closely held companies and coordinate seamlessly with your internal finance team to reduce disruption and keep things running smoothly.
What You Can Expect
We work with privately held companies across industries, from construction and manufacturing to healthcare and professional services. Our team understands what bonding agents, lenders, and investors expect, and we deliver audit results on schedule with the professionalism and clarity that help you move forward confidently.
What You Can Expect
We work with privately held companies across industries, from construction and manufacturing to healthcare and professional services. Our team understands what bonding agents, lenders, and investors expect, and we deliver audit results on schedule with the professionalism and clarity that help you move forward confidently.
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.
Ready For A Smoother Audit?
Let’s make the audit process easier on your team and more valuable to your investors, lenders, and advisors.
Let’s make the audit process easier on your team and more valuable to your investors, lenders, and advisors.
Note: Tax services, including nonprofit tax filings, are available only to active Audit & Assurance or Virtual CFO & Controller clients.
Note: Tax services, including nonprofit tax filings, are available only to active Audit & Assurance or Virtual CFO & Controller clients.
