CapForge | Small Business Professional Bookkeeping & More

Growth Focused Accounting

Boost Revenue, Profits, and Cash Flow.
Save More on Taxes. We Make it Happen.

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Your Business Financials Solved

From Bookkeeping to Taxes & CFO Services
- All in One Place. Transparent, Flat Rates.

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Proactive Experts You Can Trust

Experience 5-Star Service. Get Expert Advice.
Grow Your Business with Confidence.

Stop Juggling, Start Growing

You Want to Grow Revenue, Profits and Cash Flow But Also Save More on Taxes...

Is growing your revenue, profits, and cash flow AND saving on taxes top of mind? It is for us too. CapForge delivers proactive accounting solutions designed to fuel your business growth, optimize your finances, and minimize your tax burden, effectively.

Book a Consultation

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.

Top Rated Service (99.6% More 5-Star Reviews)
Guaranteed Fast Response & Transparent Communication
Proactive Advice Beyond Basic Numbers

Accounting That Puts You First

Experience the CapForge Difference

Exceptional Client Satisfaction

More Five Star Reviews than 99.6% of CPA/Bookkeeping firms in the entire US

Unwavering Accessibility

Guaranteed 24-hour response time, with no extra charges for calls, emails, or screen shares

Comprehensive Financial Solutions

All-in-one services: bookkeeping, tax strategy, and advisory services, available as a package or individually

Straight Forward Financial Clarity

Transparent, flat-rate pricing with no longterm contracts or setup fees

Tech-Enabled Client Access

A custom-built, techforward client portal for easy communication and data sharing

Redundancy for Precision

A 3X accuracy check process combining AI reviews and two levels of human oversight for every project

Year-Round Tax Optimization

Proactive tax planning and strategy sessions to help minimize your tax bill year-round

Risk-Free Initial Assessment

Free, no-obligation consultation to ensure a great fit before we 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.

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Who isn't a good fit For CapForge Services?

If you aren't a business owner, don't have any interest in communicating with your team or are strictly looking for the cheapest possible option regardless of quality or value then chances are we aren't going to be a good fit!

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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.

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!

Our testimonials

Read some of our repeat
customers feedback

Excellent Quickbooks teacher. I recently started my own business and wanted to make sure we had proper accounting setup. I called Matt at CapForge and I’m so glad I did. He set me up with Quickbooks and spent over 2 hours showing me the ins and outs of the program, making sure I had all my questions answered. He’s very professional, and very affordable. If you need accounting/Quickbooks help, I highly recommend him.

Mark Recht

CapForge is excellent! I recently purchased a restaurant and wanted to use quickbooks for my accounting and find someone to help me with the books. Matt taught me how to use quickbooks in a professional but easy to understand way. If at any time I needed questions answered Matt either returned my calls promptly or even stopped by to help me. I would highly recommend CapForge for any of your business needs.

Beach Grass Café

Kevin Nelson

CapForge is awesome. I called Matt after battling with my former bookkeepers for two years. They made my bookkeeping duties so difficult that I went an entire year (2011) with no books! Matt came in and took my box of receipts, invoices, notes and everything else and came back a week later with my P&Ls, 2011 1099’s done and mailed and more importantly “peace of mind” for me. Now I can focus on doing what I do best, and that’s selling product! I can leave the bookkeeping to him, my CPA will be more grateful than I am I’m sure! Thanks Matt! I would highly recommend him!

LMT Financial Consulting

Lance Tamyo

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Contact

5962 Priestly Dr. Carlsbad, CA 92008

info@capforge.com 1-858-633-3573