CapForge

Combine bookkeeping, tax, and advisory support to simplify financial management, plan costs, and make informed business decisions.

Helps online sellers understand financial performance, manage cash flow and taxes, and make informed decisions to improve profitability and grow.

Helps franchisors compare locations and support owners while franchisees gain clearer financials, practical education, and predictable bookkeeping costs.

Helps buyers understand a business’s financials, risks, and opportunities to make more informed acquisition decisions.

Prepare a more valuable business for sale, reach qualified buyers, and receive support through closing and transition.

Get payroll support and bookkeeping coordination to simplify payroll tasks and keep business records organized.

Bundled accounting services

CapForge’s bundled accounting plans combine bookkeeping, tax services, and advisory support under a single monthly plan. Core, Growth, and Premium options offer different service levels, with flat-rate pricing, support, no hidden fees, and month-to-month flexibility after 90 days. Services can include transaction processing and reconciliation, financial reporting, inventory and payroll tracking, tax return preparation and planning, cash flow analysis, forecasting, KPI tracking, and business advisory. Bookkeeping is offered at fixed rates, while tax work is quoted by project; pricing and services vary by plan and business needs.

Category: Accounting Services

• Manage Multiple Financial Needs Together
  Bring bookkeeping, tax, and advisory services together through one accounting plan rather than selecting each function separately.
• Keep Accounts Reconciled And Discrepancies Visible
  Have transactions entered, categorized, and matched to account statements, with identified discrepancies brought to your attention.
• File Business And Personal Tax Returns
  Get support preparing business returns across the listed business structures, with personal return preparation also available.
• Identify Deductions And Plan For Tax Savings
  Get guidance on deductions, tax liability, planning for the next year, and whether a different business entity may be beneficial.
• Review Business Performance
  Get a recurring financial review of the business to understand performance and identify actions to take next.
• Receive Books On A Predictable Schedule
  Get monthly or weekly bookkeeping within the stated turnaround times, helping you receive updated numbers on schedule.
• Track Inventory And Product Costs
  Choose an inventory tracking approach suited to the business and monitor inventory spending and cost of goods sold.
• Know Your Price And Get Errors Corrected
  Pay a fixed price rather than an hourly bill. CapForge says it will correct errors at no extra charge and refund the last payment if dissatisfaction cannot be resolved.
• Track Projections And Targets
  Use rolling 12-month projections and target tracking to monitor progress and compare results with business goals.
• Manage And Forecast Cash Flow
  Review cash flow and use forecasts to gain visibility into the business’s financial position and plan for future needs.
• Improve Profitability And Plan Growth
  Get strategic guidance on pricing, profit optimization, hiring, and forecasting to evaluate opportunities and support growth.
• Understand Financial Results
  Review business results through a dashboard-style view, with the option to examine the numbers at a high level or in greater detail.
• Understand Results Through Clear Reports
  Use regular and customized financial reports to understand business results. Reports for other parties are available on request and with authorization.
• Reduce Monthly Bookkeeping Tasks
  Provide statement access or send electronic statements instead of maintaining ledgers or sorting receipts; the process page estimates that client tasks usually take less than 10 minutes per month.
• Know Your Quoted Tax Cost In Advance
  Receive a project quote before work begins, with potential discounts for multiple returns, multiple companies, or bundled bookkeeping services.
• Review Estimated Payments Throughout The Year
  Use estimated payment calculations and quarterly reviews to plan tax payments during the year; planning meetings depend on the selected package.
• Track KPIs And Set Goals
  Monitor key performance indicators and set annual growth targets to follow progress toward business goals.
• Compare Budgets With Results
  Compare actual financial performance with budget expectations to see how results align with plans.
• Build Business Growth Skills
  Participate in growth training and coaching, with group or direct coaching and a Double Your Profit Roadmap available through advisory packages.
• Choose A Plan That Fits Your Needs
  Compare three plan levels with varying service features and select an option aligned with business goals and budget.
• Track Payroll And Labor Costs
  Keep payroll reflected in the books and monitor labor costs, with assistance available for payroll setup or a provider change.
• Track Merchant Deposits And Fees
  Keep card-processing deposits and fees recorded in the books, with assistance available if merchant fees appear unusually high.
• Connect Bookkeeping With Existing Software
  Set up bookkeeping with integrations to existing third-party software and systems.
• Address Overdue Filings In All 50 States
  Get help catching up on overdue business tax filings and access filing support for returns in all 50 states.
• Access Capital Sourcing Support
  Receive support with finance reviews and capital sourcing, including lender applications.
• Review Business Valuation
  Get an annual business valuation review to understand the business’s value.
• Review Management Practices
  Review hiring, training, and management practices to assess how these areas support the business.
• Evaluate Marketing Spend
  Analyze marketing and advertising return on investment to understand the performance of business spending.
• Prepare For A Business Exit
  Use advisory support to prepare for a potential business exit.
• Keep Month-To-Month Flexibility
  After 90 days, the plans provide month-to-month flexibility rather than requiring a long-term contract.
• Track Sales Tax And Vendor Payments
  Keep sales tax reflected in the books, get help with calculations and payments, and track qualifying vendor payments for 1099 reporting. Additional filing availability and fees depend on the package.
• Track Financing And Fixed Assets
  Keep financing balances and payments organized, and record business improvements, equipment, and fixtures as fixed assets.
• Organize Accounts For Your Business
  Use a chart of accounts configured for standard bookkeeping or adapted to a business’s specific situation or franchise requirements.
• Access Tax Audit Support
  Get access to audit support and defense as listed in CapForge’s tax package offerings.

E-commerce and Amazon seller accounting

CapForge provides specialized bookkeeping, accounting, tax planning, and CFO advisory services for e-commerce businesses. The service supports sellers on Amazon, Shopify, Walmart Marketplace, WooCommerce, BigCommerce, Etsy, eBay, and TikTok Shop, as well as wholesale and direct-to-consumer brands. Work can include inventory and COGS accounting, marketplace fees, refunds, sales tax, payment reconciliation, financial reporting, cash flow forecasting, and strategic guidance on profitability and growth.

Category: Accounting Services

• Track Inventory And Product Costs
  Helps sellers account for inventory and COGS so their financial records reflect these e-commerce costs.
• Manage Books Across Sales Channels
  Supports bookkeeping for sellers using one platform or managing multiple marketplaces and sales channels.
• Reconcile Marketplace Payments And Fees
  Helps sellers account for marketplace settlements, payment activity, merchant fees, and refunds in their books.
• Plan Taxes And Support Compliance
  Provides tax planning and filing support to help online sellers address tax obligations and identify tax savings opportunities.
• Clarify Performance With Financial Reports
  Gives sellers reconciled financial records and reports to help them understand business results, with support for cleaning up backlogged or miscategorized transactions.
• Track And File Sales Tax
  Supports sales tax tracking and filing as part of sellers’ e-commerce bookkeeping and accounting.
• Guide Profitability And Growth Decisions
  Offers strategic financial guidance to help sellers evaluate profitability, hiring, pricing, and growth decisions.
• Forecast Cash Flow For Growth
  Provides cash flow visibility to support decisions about hiring, investment, and scaling the business.
• Identify Improvement Opportunities
  Provides peer benchmarks and a financial assessment to help sellers identify potential profit leaks, tax savings, cash flow concerns, KPI gaps, and growth bottlenecks.
• Access Financials And Share Documents
  Lets clients access reports and documents, communicate with their team, and upload files through a personalized portal.
• Connect Accounting With Existing Systems
  Sets up accounts and connects bookkeeping with existing systems to support the service’s workflow.
• Budget With Flat-Rate Plans
  Provides fixed-price bookkeeping options so clients can select a plan suited to their needs.

Franchise bookkeeping and accounting

CapForge provides monthly bookkeeping and tax services for emerging franchise systems and their owners. The service establishes a useful chart of accounts for franchisees and delivers monthly financial reports, including side-by-side comparisons of participating locations. Franchisors can access customizable reporting to compare performance, forecast costs and budgets, identify locations that need support, and simplify compliance data collection. Franchisees receive flat-rate bookkeeping, optional CPA advisory and tax filing, onboarding, and training to understand their financials and reports.

Category: Accounting Services

• Manage Books And Taxes
  Franchisees can access ongoing bookkeeping and tax services, with optional CPA advisory and tax filing.
• Compare Location Performance
  Side-by-side monthly reports and statistics give franchisors a clearer view of participating units and system performance.
• Standardize Location Financials
  A shared chart of accounts helps franchisors compare participating locations using consistent financial categories and data.
• Forecast Costs And Spot Issues
  Customizable reports help franchisors forecast costs and budgets, identify locations that may need support, and simplify compliance reporting data collection.
• Onboard Franchise Owners
  Onboarding helps franchise owners get started, while adding participating owners can expand system-level reporting.
• Keep Bookkeeping Costs Predictable
  Flat-rate pricing gives franchisees a predictable bookkeeping cost rather than an hourly bill.
• Understand Financial Reports
  Included training and ongoing education help franchisees understand their financials and interpret the reports they receive.
• Apply Franchise-Specific Expertise
  A team familiar with the franchise and its vendors can provide bookkeeping support tailored to the franchise system.
• Offer Reporting At No Cost
  Franchisors can receive reporting and compare participating locations without a service charge to the franchisor.
• Understand Financial Guidance
  Plain-language communication helps franchise owners follow financial information and feel more confident in their financials.

Business due diligence and quality of earnings reviews

CapForge provides in-depth financial due diligence for prospective business buyers, reviewing available financial records and transaction details to assess the business’s reported performance, risks, and opportunities. The review can cover bank statements, tax returns, payroll and aging reports, cash- and accrual-basis financial reports, general ledgers, seller’s discretionary earnings and claimed add-backs, assets to be conveyed, and deal terms. Buyers receive the findings and a phone call to discuss them, along with recommendations that may address price, conditions, or financing. Projects are quoted at a fixed flat rate before work begins.

• Examine Key Financial Records
  Brings relevant financial records together for an in-depth review, helping buyers better understand the financial information behind a potential acquisition.
• Understand Risks And Opportunities
  Helps buyers weigh the potential opportunity against risks identified during the financial review before committing to an acquisition.
• Review Earnings And Claimed Add-Backs
  Reviews SDE and claimed add-backs so buyers can evaluate the figures presented in a deal.
• Shape Your Offer And Terms
  Provides recommendations that can inform the buyer’s proposed price, conditions, and financing.
• Assess Assets And Deal Terms
  Includes transaction details beyond financial statements, helping buyers consider what is included in the deal and its proposed terms.
• Review Findings With The Team
  Gives buyers the results of the analysis and a phone call to discuss the findings.
• Know The Price Before Work Begins
  Provides a project quote in advance, helping buyers understand the review cost before committing to the work.
• Get Findings In About Ten Business Days
  The typical turnaround is ten business days after receipt of required documents, subject to responses to follow-up questions.
• Compare E-Commerce Results With Peers
  Comparisons with similar client businesses provide additional context for evaluating a target’s financial performance.
• Reduce The Risk Of Paying For The Review
  The stated guarantee offers a full fee refund if the client does not feel the work was worth the cost.

CapForge Business Exits

CapForge helps business owners prepare for and complete a sale, or build value for a future exit. The service includes an analysis of current and projected business value, accounting cleanup, strategic value improvements, marketing materials, and outreach to screened, qualified buyers. CapForge supports offer selection, sale structuring to address seller goals, risk, and tax consequences, and the transaction through closing. It also prepares transition materials and can provide post-sale support and consulting to buyers. The process is confidential, and sellers pay a commission only when the business sells.

• Increase Your Business Value
  Understand the business’s current value and projected value after improvements, with attention to opportunities that could make it more attractive to buyers.
• Present Buyer-Ready Financials
  Provide buyers with organized financial information prepared for scrutiny and intended to withstand review.
• Highlight Hidden Profit Potential
  Identify and present potential profit improvements to help buyers understand the business’s value and future opportunities.
• Reach Qualified Buyers
  Market the prepared business to screened buyers who are positioned to consider an acquisition.
• Structure A Better Sale
  Get support considering sale structure, risk, and tax consequences while retaining the choice to accept or decline offers.
• Showcase Your Business
  Give prospective buyers a package that explains the business’s history, achievements, and potential opportunities.
• Move The Deal Toward Closing
  Help buyers navigate financing and licensing needs and receive support as both parties work toward a completed sale.
• Ease The Ownership Transition
  Give the buyer materials to support taking over the business, with the option of continued post-sale support and consulting.
• Sell With Defined Terms
  Discuss a potential sale confidentially and begin with a 90-day agreement. If no satisfactory qualified offer is received, the seller is not obligated to continue, and the fee is due only upon a sale.

Payroll services

CapForge provides payroll services to franchises, e-commerce brands, and small business owners. Payroll support is also available alongside bookkeeping, including posting payroll to the books, working with payroll reports, and helping clients set up payroll or switch providers.

• Access Payroll Support
  Small businesses, franchises, and e-commerce brands can access payroll services from CapForge.
• Coordinate Payroll With Bookkeeping
  Payroll reports can be incorporated into bookkeeping, helping keep payroll activity reflected in financial records.
• Set Up Or Switch Providers
  Clients can get assistance setting up payroll or changing to a different payroll provider.
• Track Payroll Costs
  Working with payroll reports supports tracking labor costs and managing payroll expenses within the business’s bookkeeping.