Business Details
We are CapForge Bookkeeping, Tax & More, a full-service financial firm dedicated to supporting business growth through proactive, tailored accounting solutions. Our team combines deep technical expertise in bookkeeping, tax strategy, and CFO advisory to address the unique financial challenges faced by modern business owners. We have built a reputation for exceptional client satisfaction, earning more 5-star reviews than 99.6% of CPA and bookkeeping firms across the United States. Our problem-solving approach moves beyond basic number crunching to deliver actionable insights that drive revenue, profit, and cash flow growth for our clients. We adhere to rigorous professional standards, including a 3X accuracy check process that pairs AI-powered reviews with two layers of human oversight for every project we complete. We prioritize complete transparency in all client interactions, with guaranteed 24-hour response times for calls, emails, and screen share requests at no additional cost. Our flat-rate, no-long-term-contract pricing model eliminates unexpected fees and ensures our clients only pay for the services they need, when they need them.
We serve a diverse range of specialized client segments, including ecommerce sellers, law offices, dental practices, franchisors, med spas, marketing agencies, and software companies. Our tech-enabled client portal streamlines communication and data sharing, giving our clients real-time access to their financial information and our teams guidance. We are committed to year-round tax optimization, providing proactive planning sessions to minimize our clients tax burdens rather than only delivering services during tax season. Our free, no-obligation initial consultation allows prospective clients to assess our fit and value before entering into any formal working relationship. We put our clients growth goals first in every engagement, tailoring our services to align with their unique revenue, profit, and cash flow objectives.
We serve a diverse range of specialized client segments, including ecommerce sellers, law offices, dental practices, franchisors, med spas, marketing agencies, and software companies. Our tech-enabled client portal streamlines communication and data sharing, giving our clients real-time access to their financial information and our teams guidance. We are committed to year-round tax optimization, providing proactive planning sessions to minimize our clients tax burdens rather than only delivering services during tax season. Our free, no-obligation initial consultation allows prospective clients to assess our fit and value before entering into any formal working relationship. We put our clients growth goals first in every engagement, tailoring our services to align with their unique revenue, profit, and cash flow objectives.
Highlights and features
- We have 99.6% more 5-star reviews than US CPA firms.
- We guarantee 24-hour responses to all client inquiries at no cost.
- Our 3X accuracy check uses AI and dual human oversight.
- We provide year-round proactive tax planning to minimize tax liabilities.
- We offer transparent flat-rate pricing with no long-term contracts or fees.
Services
Bookkeeping
Our bookkeeping service tracks all business income and expenses, reconciles accounts, and delivers clear financial performance insights for owners. It serves small to mid-sized businesses across our specialized industries, including ecommerce, law, and dental practices. Clients gain full visibility into their financial health to make informed growth decisions.
Tax Strategy and Filing
Our tax strategy and filing service handles personal and business income tax filings for clients in any U.S. state, focused on minimizing tax liability. It is ideal for business owners seeking to reduce their tax burden and navigate complex taxable events with confidence. Clients receive proactive guidance to avoid overpaying and stay compliant with all tax regulations.
CFO Advisory
Our CFO advisory service provides in-depth financial analysis, cash flow management, and budget vs. actual performance tracking for growing businesses. It is tailored to owners who want to move beyond basic reporting to make data-driven decisions that boost revenue and profits. Clients receive personalized guidance to align financial strategies with their long-term growth goals.
Acquisition Due Diligence
Our acquisition due diligence service delivers comprehensive financial analysis for businesses seeking to purchase another company or asset. It is designed for business owners, investors, and franchisors who need to assess the financial health and risks of a potential acquisition. Clients gain clear, actionable insights to make informed purchasing decisions and avoid costly financial missteps.
Business Sale Support
Our business sale support service guides owners through the full process of selling their company, from preparation to closing. It is ideal for owners who want to maximize sale value, minimize risk, and navigate complex requirements with expert support. Clients receive tailored guidance to ensure a smooth, profitable transaction aligned with their long-term goals.
