Accounting & Bookkeeping
AR and AP Management
Forte offers comprehensive accounts receivable and accounts payable bookkeeping support, customized to meet the specific needs of your business. Our services include managing vendor bills and payables, issuing invoices, and handling the collection and deposit of receivables. By taking care of these tasks, we give you more time to focus on managing and growing your business.
Expense Administration
Forte handles daily bookkeeping, bill payments, and accounting tasks for both your personal and business affairs. We offer the advantage of streamlined, efficient processes, redundancy in both human and physical resources, built-in checks and balances for added security, and experienced managerial oversight to ensure the accuracy and reliability of all accounting activities.
Financial Reporting
We provide comprehensive, routine financial reporting and analysis for both your personal and business affairs. At Forte, we tailor reports to align with your specific objectives, delivering key performance metrics that help drive optimal outcomes and maximize results. In addition to ongoing financial oversight, we offer detailed analysis of strategic opportunities and ventures, drawing on our extensive expertise in launching new businesses, developing innovative offerings, structuring joint ventures, negotiating operating agreements, and executing mergers and acquisitions. Our team ensures that you have the insights needed to make informed decisions and achieve sustainable growth.
Planning and Tax Filings
We assist in creating budgets and financial forecasts to support both personal and business planning. Our team provides regular performance reports against these budgets to track progress and guide critical operational decisions. Additionally, Forte supports our clients with personal and business income tax filings, either directly or in collaboration with your preferred tax professional.
Business Management
Insurance and Legal Support
Forte has access to a network of professionals who provide estate planning, contract and transactional support, patent and trademark services, employment-related services, divorce support, and litigation services as needed. We collaborate closely with your chosen legal counsel, ensuring they have the relevant information to work efficiently and effectively in achieving your desired outcomes.
Additionally, we connect you to top-tier insurance services through our network of brokers. By leveraging the collective business of all our clients, we ensure you receive the best service, proper coverage, and competitive pricing for both your personal and business needs. We also manage routine worker’s compensation and disability insurance audits, allowing you to focus on managing and growing your business.
Negotiation Support
We assist our clients with strategic discussions and contract negotiations across a wide range of activities, including partnerships, new ventures, employment matters, separations, and operating, service, and supply agreements. Our goal is to provide the necessary support to help you achieve the outcomes you desire.
Business Consulting
The Forte team offers extensive experience in providing hands-on leadership across a wide range of small and large businesses as well as managing family office activities. Our principals have successfully executed over $3 billion in private equity and corporate finance transactions. In short, Forte combines deep operational expertise with financial acumen to provide sound, well-reasoned advice. We help you navigate challenges, grow your business, and achieve your goals.
Company Formation
Forté routinely assists in establishing new companies in the manner best suited for our clients needs. This includes drafting the proper operating and partnering agreements when applicable, selecting the best suited company organization and state of incorporation, and completing all the necessary documentation and filings.
Human Resources
Family Office Management
We manage the daily financial activity of your family office, including bill payment administration, household payroll, financial reporting and coordinating other financial activities. Taking a holistic approach, we customize our services to your needs, ensuring that every aspect of your financial affairs is optimized. We work seamlessly with your wealth management and legal teams, to ensure you have the insights and guidance necessary to make informed decisions and achieve your financial goals.
Estate planning
Forte partners with a network of licensed estate planning professionals, or your preferred counsel, to help you create the right plans for your future. We’re here to guide you through every step of the estate planning process, offering assistance with drafting and executing important documents like wills, trusts, living wills, powers of attorney, insurance policies, and digital record backups, all tailored to your needs.