ForWard
Bookkeeping
Professional accounting services
Precision. Integrity. Progress.
Precision
Meticulous attention to every detail in your financial records
Integrity
Transparent, honest service you can trust
Progress
Strategic insights that drive your business forward
Enrolled Agent & Certified Bookkeeper • Serving businesses with 10+ years of experience
Meet Our Team
Experienced professionals dedicated to your financial success
Courtney Johnson
With over 10 years of experience in accounting and bookkeeping, Courtney brings precision and expertise to every client relationship. His client-focused approach ensures your business receives the personalized attention it deserves.
Kasondra Simmons
Kasondra brings 7+ years of experience in retail, communication, and customer service to Forward Bookkeeping. Her expertise in client relations and administrative operations ensures smooth communication and efficient service delivery.
7+
Years Experience
100%
Client Focused
Core Strengths:
- Client Service Excellence
- Administrative Operations
- Client Communication
- Process Optimization
Our Service Plans
Choose the perfect plan that fits your business needs
Step Forward (Basic Compliance)
Starting at $350/Month
For businesses needing essential bookkeeping and tax compliance.
What you get:
- Chart of Accounts Setup and Maintenance
- Transaction Categorization
- Monthly Account Reconciliation
- Monthly Income Statement
- Monthly Balance Sheet
- Quarterly review of Performance
- Email Support
Setup Integration Available
Push Forward (Growth Tier)
Starting at $550/Month
Fit for growing businesses that need ideal Reporting Admin Support
What you get:
- Everything included in Step Forward
- Sales Tax Filing
- Budget Creation and Analysis
- Invoicing
- Bill Payments
- Cash Flow Planning
- Quarterly Video Conferences to Review Business Performance
Setup Integration Available
Leap Forward (Premium Tier)
Starting at $750/Month
For businesses that need strategic support and strategic guidance.
What you get:
- Everything included in Push Forward
- COGS, Inventory Tracking, E-Commerce API Support
- Job Costing
- Payroll
- WIP
- Custom KPIs & Budgets
- Monthly Video Conferences to Review Business Performance
Setup Integration Available
Additional Services Offered
Enhance your plan with specialized services tailored to your business needs
Payroll
Complete payroll system implementation and ongoing management for your team
Accounts Receivable & Payable
Streamlined invoice management and vendor payment processing
Sales Tax Filing
Accurate sales tax calculations and timely government filings
Quarterly Bookkeeping
Regular review and management of your financial records every quarter.
CFO Services
High-level financial strategy and advisory support for business growth.
Clean-up Bookkeeping
Organizing and rectifying past financial records to ensure accuracy.
Catch-up Bookkeeping
Bringing your outdated financial records up to date for compliance and clarity.
Estimated Tax Payments
Accurate calculation and timely remittance of your estimated tax liabilities.
Bundle & Save
Add multiple services to your plan and receive customized pricing. Contact us to create the perfect package for your business.
Get Started Today
Ready to move your business forward? Send us your inquiry and we'll provide a customized quote tailored to your needs.