Proactive Accounting That Grows Your Business
You Want to Grow Revenue, Profits and Cash Flow But Also Save More on Taxes…
That’s Exactly What We Help You Do.
Most accounting firms just provide reports or file taxes and tell you how much you owe. But we’re not like most firms. This is us:
- More Five Star Reviews than 99.6% of CPA/Bookkeeping firms in the entire US
- Guaranteed 24 hour response time (and we don’t bill extra for phone calls, emails or screenshare calls)
- A strong focus on being able to offer business advisory and consultation beyond just providing basic numbers to have a direct impact on the business bottom line
- A one stop shop experience: Get Bookkeeping, Tax Strategy, Advisory Services in one integrated offer or an ala carte offer if you need more or less
- Fixed, flat rate fully transparent pricing with no long term contracts or set up fees
- A tech forward custom built client portal to make communication, data access and information sharing easy and seamless
- Our own 3X Accuracy check process including our own custom built AI review and two levels of human review for every single project we do
- Proactive tax planning and strategy sessions so you know all year long how your tax picture is evolving and you can do to keep the bill as low as possible
- A thorough and free no obligation consultation and review to see what we can offer and make sure it’s a good fit for you and us before we decide to work together
Who Is a Good Fit For CapForge Services?
We want to work with clients who are a great fit for our services and who we can bring the most value, experience and results.
- A newer business that wants to get things off to a smart start
- A business owner looking for help to grow from high six/low seven figures to eight figures and up in revenue
- Someone considering a sale of their business in the next months to next few years who wants to get the absolute maximum value and multiple offers
- A business owner in one of our specialty areas: Ecom, Digital Businesses, Professional Services, Health Services, Franchisor/ee or Trades
- Any business owner tired of slow or no response to their inquiries, late or error filled books, zero tax planning advice or working with someone who doesn’t understand their business and offers no help in growing or building profits or cash flow
Who Isn’t A Good Fit?
Not everyone is going to be the ideal client and that’s OK. Let’s figure that out up front to save us all time and effort!
- Someone who believes that professional and timely communication isn’t a two way street or that they have no role to play in their own business financials
- Someone whose expectation for income tax is that they should never owe any, ever no matter how much money they’ve made
- Someone who doesn’t own a business (sorry, we don’t do personal bookkeeping or wage earner only tax filing!)
- Someone who prioritizes getting the cheapest price over getting the most value
Our Specific Services
We offer a range of services for our business clients and you are free to choose the ones which work best for your and your needs, now and as you continue to grow:
Bookkeeping
Tracking all income and expenses, reconciling accounts and giving you clear insight into the financial performance of your business is the heart of what we do.
Taxes
Filing personal and business income taxes, in any state, as well as helping you figure out how to help you minimize tax liability and deal with taxable events.
Advisory/CFO
Dive in deeper to your numbers, manage cash flow, track budget vs actual goals for revenue and profits. Get a free consult on what we can offer and how we can help you grow!
Bundled Services
Take advantage of all our business accounting services with one stop shopping and discounted pricing when you combine functions into a single month to month agreement!
Amazon & Ecommerce
Online sellers is one of our top specialties and we know Amazon, Shopify, eBay and more inside and out including COGS, sales tax, VAT, inventory tracking and everything else!
Acquisition and Exits
If you are looking to sell your business now, buy a business or grow your business to sell it, we have in depth help for these specific business goals, just ask how we can assist.
Why Choose Us?
Before you ever start, we’ll review your needs and provide a flat rate quote for exactly what you want included and nothing more. You’ll never pay any hidden fees, extra costs or hourly bills with us. Transparency and great value are what we live by!
We are one of the very few accounting firms with a dedicated Client Services team, 24 hour response time and a reputation for being really nice to work with! You won’t just love our work, you’ll love working with us!
Don’t pay for data entry and old school slow and inefficient processes! We use technology to speed up the work, saving you time and money. Every client gets a dedicated full service portal to make the work fast and the status transparent and accessible at all times!
Don’t take our word for it, check out some of the over 100 five star reviews we’ve garnered and see what our clients have to say about us!
Aside from a great price and fantastic customer service, you want top quality work! We deliver, with a full team of experienced pros, including the owner who has written two books on the subject and launched industry first software in the accounting world to continuously improve the results our clients get.
What Clients Are Saying
Dan Niles | PDN, Inc.
Dan Niles | PDN, Inc.
Mike Tappouni | Low Cost Auto Glass
Mike Tappouni | Low Cost Auto Glass
J Thompson | ServPro of Sorrento Valley
J Thompson | ServPro of Sorrento Valley
Joanne & Erik Valentine | Moxie Creative.
Joanne & Erik Valentine | Moxie Creative.
Jenny Piro | Fit With Jenny
Jenny Piro | Fit With Jenny
Natalie | Finance Newton
Natalie | Finance Newton
Focused Attention, Inc.
Focused Attention, Inc.
J Capri, Inc. | DBA Sweet Cheeks Beauty Bar
J Capri, Inc. | DBA Sweet Cheeks Beauty Bar
Lance Tamyo | LMT Financial Consulting
Lance Tamyo | LMT Financial Consulting
Tontz Realty & Management
Tontz Realty & Management
Ryan McCarthy
Ryan McCarthy
Kay Sullivan | MPAPC
Kay Sullivan | MPAPC
Sue Gardner | Minuteman Press
Sue Gardner | Minuteman Press
Don | Innovative Lifestyles
Don | Innovative Lifestyles
Vu Do | Syndicate Labs
Vu Do | Syndicate Labs
Amy Heidenfelder | Richard Heidenfelder MD
Amy Heidenfelder | Richard Heidenfelder MD
Aleko Souliotes | Wellth Benefits
Aleko Souliotes | Wellth Benefits
Jonathon | Media Crowd
Jonathon | Media Crowd
Sharon Glassey | Glassey Smith
Sharon Glassey | Glassey Smith
We will recommended Matt very highly.
Roy Hotels, Inc.
Roy Hotels, Inc.
Melissa | Minc Talent
Melissa | Minc Talent
Rhonda Rogers | Fanscenter.com
Rhonda Rogers | Fanscenter.com
Ginny DuVall RN MSN
Ginny DuVall RN MSN
Doug Eberhardt
Doug Eberhardt
Die Rasselbande Preschool
Die Rasselbande Preschool
San Diego Gold Exchange
San Diego Gold Exchange
Mike Gerbi | Simple Information Systems
Mike Gerbi | Simple Information Systems
Alejandro Parra | Lourdes Mexican Food by the Sea
Alejandro Parra | Lourdes Mexican Food by the Sea
Anne Ford | Pro Imaging
Anne Ford | Pro Imaging
Mark Recht
Mark Recht
Shannon Williams | DRIA Compliance LLC
Shannon Williams | DRIA Compliance LLC
Tatau Brand Clothing
Tatau Brand Clothing
Kayvon Homayoun | Harland Property Management
Kayvon Homayoun | Harland Property Management
Robert | Chula Vista Coin & Stamp
Robert | Chula Vista Coin & Stamp
Luke Johnson | Pacific Breeze Counseling
Luke Johnson | Pacific Breeze Counseling
Kevin Nelson | Beach Grass Café
Kevin Nelson | Beach Grass Café
Banning and Son Construction
Banning and Son Construction
King Communications, Inc.
King Communications, Inc.
Solar Universe San Diego
Solar Universe San Diego
Gary Chung | Zuridia Inc
Gary Chung | Zuridia Inc
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