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Services

Key Performance Indicators

Allows insight and visibility into the health of your business.

Optimal Systems

World-Class systems to provide the best information fast!

Full Service Accounting

Accurate books are a critical foundation for growing your business.

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Chuck

Lisa was very knowledgeable about every aspect of accounting that I needed help on. She was a thorough and patient trainer. She also developed a system in Microsoft Access that let me look up vendor purchases in seconds with 2 clicks rather than taking several minutes going through different screens without accounting system. This saved me hours every week!

We care about you and the growth of your business

We are there for you when you need us. Never be afraid to pick up the phone and get the support you deserve

Affordable Expertise

Using our vast experience and education, we can efficiently handle your books and find better, automated ways to manage your information. We provide quality reporting you need to grow to increase your bottom line. We will gain an in-depth understanding of your business so we can what you need.

Meet the Owner

Lisa Gering

Lisa Gering, founder of CFO Forward has a BS in accounting, an MBA, and a CPA license in Colorado and Indiana. She has been in accounting for over 30 years. She has served as the top financial manager for various small to mid-sized businesses over her career. Lisa starting her consulting career 8 years ago in order to share her expertise and help small beverage businesses thrive with her financial guidance. Today, dozens of small businesses have benefited from her knowledge and guidance. Cheers!

90 day money-back guarantee

100% Satisfaction 90 day guarantee or your money back!

Let's Create Something Together

New York, NY, USA

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