{"schemaVersion":1,"profileUrl":"https://nowen.ai/agents/capforge-com","markdownUrl":"https://nowen.ai/agents/capforge-com.md","jsonUrl":"https://nowen.ai/agents/capforge-com.json","name":"CapForge","legalName":"CapForge Inc.","website":"https://capforge.com","location":"Carlsbad, CA, United States","address":{"city":"Carlsbad","state":"CA","country":"United States"},"industry":"Accounting","deliveryModel":"services","marketCategories":{"primary":{"name":"Accounting Services","url":"https://nowen.ai/category/accounting-services"},"others":[]},"status":{"trust":"unclaimed","text":"Unclaimed: compiled by Nowen from public sources, not reviewed by the company"},"updatedAt":"2026-11-11T05:50:33.059Z","summary":"CapForge provides small businesses with accounting, tax, and financial advisory services to support informed decisions and sustainable growth.","description":"CapForge provides accounting and financial services to small businesses, including bookkeeping, tax preparation and planning, and advisory support. The firm helps business owners understand their financial performance, improve profitability and cash flow, and make informed decisions through accurate reporting, proactive guidance, and responsive, technology-enabled service.","mission":"Help small businesses grow and improve by providing accurate, useful financial information and timely, high-quality service.","directory":{"industryName":"Accounting","agentCount":110,"indexable":true,"hubUrl":"https://nowen.ai/industry/accounting"},"categoryDirectory":{"name":"Accounting Services","agentCount":111,"indexable":true,"url":"https://nowen.ai/category/accounting-services"},"aiReaderFamilies":["OpenAI","Perplexity"],"products":[{"name":"Bundled accounting services","anchor":"product-bundled-accounting-services","type":"Service","url":"https://capforge.com/pricing/","summary":"Combine bookkeeping, tax, and advisory support to simplify financial management, plan costs, and make informed business decisions.","description":"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.","pricing":{},"features":[{"name":"Combined bookkeeping, tax, and advisory services","value":"Manage Multiple Financial Needs Together","valueDescription":"Bring bookkeeping, tax, and advisory services together through one accounting plan rather than selecting each function separately."},{"name":"Transaction tracking and account reconciliation","value":"Keep Accounts Reconciled And Discrepancies Visible","valueDescription":"Have transactions entered, categorized, and matched to account statements, with identified discrepancies brought to your attention."},{"name":"Business and personal tax return filing","value":"File Business And Personal Tax Returns","valueDescription":"Get support preparing business returns across the listed business structures, with personal return preparation also available."},{"name":"Tax planning and savings guidance","value":"Identify Deductions And Plan For Tax Savings","valueDescription":"Get guidance on deductions, tax liability, planning for the next year, and whether a different business entity may be beneficial."},{"name":"Monthly CFO review sessions","value":"Review Business Performance","valueDescription":"Get a recurring financial review of the business to understand performance and identify actions to take next."},{"name":"Timely monthly and weekly bookkeeping","value":"Receive Books On A Predictable Schedule","valueDescription":"Get monthly or weekly bookkeeping within the stated turnaround times, helping you receive updated numbers on schedule."},{"name":"Inventory and cost of goods sold tracking","value":"Track Inventory And Product Costs","valueDescription":"Choose an inventory tracking approach suited to the business and monitor inventory spending and cost of goods sold."},{"name":"Fixed-rate bookkeeping and correction guarantee","value":"Know Your Price And Get Errors Corrected","valueDescription":"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."},{"name":"Financial projections and target tracking","value":"Track Projections And Targets","valueDescription":"Use rolling 12-month projections and target tracking to monitor progress and compare results with business goals."},{"name":"Cash flow management and forecasting","value":"Manage And Forecast Cash Flow","valueDescription":"Review cash flow and use forecasts to gain visibility into the business’s financial position and plan for future needs."},{"name":"Profitability, pricing, and hiring guidance","value":"Improve Profitability And Plan Growth","valueDescription":"Get strategic guidance on pricing, profit optimization, hiring, and forecasting to evaluate opportunities and support growth."},{"name":"Customized financial reviews","value":"Understand Financial Results","valueDescription":"Review business results through a dashboard-style view, with the option to examine the numbers at a high level or in greater detail."},{"name":"Financial reporting","value":"Understand Results Through Clear Reports","valueDescription":"Use regular and customized financial reports to understand business results. Reports for other parties are available on request and with authorization."},{"name":"Low-effort information sharing","value":"Reduce Monthly Bookkeeping Tasks","valueDescription":"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."},{"name":"Project-based tax pricing and discounts","value":"Know Your Quoted Tax Cost In Advance","valueDescription":"Receive a project quote before work begins, with potential discounts for multiple returns, multiple companies, or bundled bookkeeping services."},{"name":"Estimated tax calculations and quarterly reviews","value":"Review Estimated Payments Throughout The Year","valueDescription":"Use estimated payment calculations and quarterly reviews to plan tax payments during the year; planning meetings depend on the selected package."},{"name":"KPI tracking and growth goal setting","value":"Track KPIs And Set Goals","valueDescription":"Monitor key performance indicators and set annual growth targets to follow progress toward business goals."},{"name":"Budget versus actual tracking","value":"Compare Budgets With Results","valueDescription":"Compare actual financial performance with budget expectations to see how results align with plans."},{"name":"Business growth training and coaching","value":"Build Business Growth Skills","valueDescription":"Participate in growth training and coaching, with group or direct coaching and a Double Your Profit Roadmap available through advisory packages."},{"name":"Tiered accounting plans","value":"Choose A Plan That Fits Your Needs","valueDescription":"Compare three plan levels with varying service features and select an option aligned with business goals and budget."},{"name":"Payroll and labor cost tracking","value":"Track Payroll And Labor Costs","valueDescription":"Keep payroll reflected in the books and monitor labor costs, with assistance available for payroll setup or a provider change."},{"name":"Merchant account and payment processing tracking","value":"Track Merchant Deposits And Fees","valueDescription":"Keep card-processing deposits and fees recorded in the books, with assistance available if merchant fees appear unusually high."},{"name":"Bookkeeping software integration and account setup","value":"Connect Bookkeeping With Existing Software","valueDescription":"Set up bookkeeping with integrations to existing third-party software and systems."},{"name":"Catch-up and multistate tax filing","value":"Address Overdue Filings In All 50 States","valueDescription":"Get help catching up on overdue business tax filings and access filing support for returns in all 50 states."},{"name":"Capital sourcing support","value":"Access Capital Sourcing Support","valueDescription":"Receive support with finance reviews and capital sourcing, including lender applications."},{"name":"Business valuation review","value":"Review Business Valuation","valueDescription":"Get an annual business valuation review to understand the business’s value."},{"name":"Management practice review","value":"Review Management Practices","valueDescription":"Review hiring, training, and management practices to assess how these areas support the business."},{"name":"Marketing and advertising return analysis","value":"Evaluate Marketing Spend","valueDescription":"Analyze marketing and advertising return on investment to understand the performance of business spending."},{"name":"Exit planning","value":"Prepare For A Business Exit","valueDescription":"Use advisory support to prepare for a potential business exit."},{"name":"Month-to-month flexibility","value":"Keep Month-To-Month Flexibility","valueDescription":"After 90 days, the plans provide month-to-month flexibility rather than requiring a long-term contract."},{"name":"Sales tax and vendor payment tracking","value":"Track Sales Tax And Vendor Payments","valueDescription":"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."},{"name":"Loan, lease, and fixed asset tracking","value":"Track Financing And Fixed Assets","valueDescription":"Keep financing balances and payments organized, and record business improvements, equipment, and fixtures as fixed assets."},{"name":"Customized chart of accounts","value":"Organize Accounts For Your Business","valueDescription":"Use a chart of accounts configured for standard bookkeeping or adapted to a business’s specific situation or franchise requirements."},{"name":"Tax audit support and defense","value":"Access Tax Audit Support","valueDescription":"Get access to audit support and defense as listed in CapForge’s tax package offerings."}],"marketCategories":[{"name":"Accounting Services","url":"https://nowen.ai/category/accounting-services"}]},{"name":"E-commerce and Amazon seller accounting","anchor":"product-e-commerce-and-amazon-seller-accounting","type":"Service","url":"https://capforge.com/bookkeeping-for-amazon-sellers/","summary":"Helps online sellers understand financial performance, manage cash flow and taxes, and make informed decisions to improve profitability and grow.","description":"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.","pricing":{},"features":[{"name":"Inventory and COGS accounting","value":"Track Inventory And Product Costs","valueDescription":"Helps sellers account for inventory and COGS so their financial records reflect these e-commerce costs."},{"name":"Multichannel seller bookkeeping","value":"Manage Books Across Sales Channels","valueDescription":"Supports bookkeeping for sellers using one platform or managing multiple marketplaces and sales channels."},{"name":"Marketplace settlement and payment reconciliation","value":"Reconcile Marketplace Payments And Fees","valueDescription":"Helps sellers account for marketplace settlements, payment activity, merchant fees, and refunds in their books."},{"name":"E-commerce tax planning and compliance","value":"Plan Taxes And Support Compliance","valueDescription":"Provides tax planning and filing support to help online sellers address tax obligations and identify tax savings opportunities."},{"name":"Financial reporting and account reconciliation","value":"Clarify Performance With Financial Reports","valueDescription":"Gives sellers reconciled financial records and reports to help them understand business results, with support for cleaning up backlogged or miscategorized transactions."},{"name":"Sales tax tracking and filing","value":"Track And File Sales Tax","valueDescription":"Supports sales tax tracking and filing as part of sellers’ e-commerce bookkeeping and accounting."},{"name":"Fractional CFO and business advisory","value":"Guide Profitability And Growth Decisions","valueDescription":"Offers strategic financial guidance to help sellers evaluate profitability, hiring, pricing, and growth decisions."},{"name":"Cash flow forecasting","value":"Forecast Cash Flow For Growth","valueDescription":"Provides cash flow visibility to support decisions about hiring, investment, and scaling the business."},{"name":"Seller benchmarking and growth assessment","value":"Identify Improvement Opportunities","valueDescription":"Provides peer benchmarks and a financial assessment to help sellers identify potential profit leaks, tax savings, cash flow concerns, KPI gaps, and growth bottlenecks."},{"name":"Client portal and secure document sharing","value":"Access Financials And Share Documents","valueDescription":"Lets clients access reports and documents, communicate with their team, and upload files through a personalized portal."},{"name":"E-commerce account setup and system integration","value":"Connect Accounting With Existing Systems","valueDescription":"Sets up accounts and connects bookkeeping with existing systems to support the service’s workflow."},{"name":"Flat-rate bookkeeping plans","value":"Budget With Flat-Rate Plans","valueDescription":"Provides fixed-price bookkeeping options so clients can select a plan suited to their needs."}],"marketCategories":[{"name":"Accounting Services","url":"https://nowen.ai/category/accounting-services"}]},{"name":"Franchise bookkeeping and accounting","anchor":"product-franchise-bookkeeping-and-accounting","type":"Service","url":"https://capforge.com/franchise/","summary":"Helps franchisors compare locations and support owners while franchisees gain clearer financials, practical education, and predictable bookkeeping costs.","description":"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.","pricing":{},"features":[{"name":"Franchise bookkeeping and tax services","value":"Manage Books And Taxes","valueDescription":"Franchisees can access ongoing bookkeeping and tax services, with optional CPA advisory and tax filing."},{"name":"Comparative franchise reporting","value":"Compare Location Performance","valueDescription":"Side-by-side monthly reports and statistics give franchisors a clearer view of participating units and system performance."},{"name":"Standardized chart of accounts","value":"Standardize Location Financials","valueDescription":"A shared chart of accounts helps franchisors compare participating locations using consistent financial categories and data."},{"name":"Customizable franchisor reporting","value":"Forecast Costs And Spot Issues","valueDescription":"Customizable reports help franchisors forecast costs and budgets, identify locations that may need support, and simplify compliance reporting data collection."},{"name":"Franchisee onboarding","value":"Onboard Franchise Owners","valueDescription":"Onboarding helps franchise owners get started, while adding participating owners can expand system-level reporting."},{"name":"Flat-rate franchisee pricing","value":"Keep Bookkeeping Costs Predictable","valueDescription":"Flat-rate pricing gives franchisees a predictable bookkeeping cost rather than an hourly bill."},{"name":"Franchisee financial education","value":"Understand Financial Reports","valueDescription":"Included training and ongoing education help franchisees understand their financials and interpret the reports they receive."},{"name":"Franchise-specific expertise","value":"Apply Franchise-Specific Expertise","valueDescription":"A team familiar with the franchise and its vendors can provide bookkeeping support tailored to the franchise system."},{"name":"No-cost franchisor service","value":"Offer Reporting At No Cost","valueDescription":"Franchisors can receive reporting and compare participating locations without a service charge to the franchisor."},{"name":"Jargon-free communication","value":"Understand Financial Guidance","valueDescription":"Plain-language communication helps franchise owners follow financial information and feel more confident in their financials."}],"marketCategories":[{"name":"Accounting Services","url":"https://nowen.ai/category/accounting-services"}]},{"name":"Business due diligence and quality of earnings reviews","anchor":"product-business-due-diligence-and-quality-of-earnings-reviews","type":"Service","url":"https://capforge.com/due-diligence-services/","summary":"Helps buyers understand a business’s financials, risks, and opportunities to make more informed acquisition decisions.","description":"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.","pricing":{},"features":[{"name":"Financial record review","value":"Examine Key Financial Records","valueDescription":"Brings relevant financial records together for an in-depth review, helping buyers better understand the financial information behind a potential acquisition."},{"name":"Risk and opportunity analysis","value":"Understand Risks And Opportunities","valueDescription":"Helps buyers weigh the potential opportunity against risks identified during the financial review before committing to an acquisition."},{"name":"Earnings and add-back review","value":"Review Earnings And Claimed Add-Backs","valueDescription":"Reviews SDE and claimed add-backs so buyers can evaluate the figures presented in a deal."},{"name":"Transaction recommendations","value":"Shape Your Offer And Terms","valueDescription":"Provides recommendations that can inform the buyer’s proposed price, conditions, and financing."},{"name":"Deal and asset assessment","value":"Assess Assets And Deal Terms","valueDescription":"Includes transaction details beyond financial statements, helping buyers consider what is included in the deal and its proposed terms."},{"name":"Results and phone review","value":"Review Findings With The Team","valueDescription":"Gives buyers the results of the analysis and a phone call to discuss the findings."},{"name":"Fixed, flat-rate project pricing","value":"Know The Price Before Work Begins","valueDescription":"Provides a project quote in advance, helping buyers understand the review cost before committing to the work."},{"name":"Fast project turnaround","value":"Get Findings In About Ten Business Days","valueDescription":"The typical turnaround is ten business days after receipt of required documents, subject to responses to follow-up questions."},{"name":"E-commerce benchmarking","value":"Compare E-Commerce Results With Peers","valueDescription":"Comparisons with similar client businesses provide additional context for evaluating a target’s financial performance."},{"name":"Fee refund guarantee","value":"Reduce The Risk Of Paying For The Review","valueDescription":"The stated guarantee offers a full fee refund if the client does not feel the work was worth the cost."}]},{"name":"CapForge Business Exits","anchor":"product-capforge-business-exits","type":"Service","url":"https://capforge.com/capforge-business-exits/","summary":"Prepare a more valuable business for sale, reach qualified buyers, and receive support through closing and transition.","description":"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.","pricing":{},"features":[{"name":"Business valuation and value improvement","value":"Increase Your Business Value","valueDescription":"Understand the business’s current value and projected value after improvements, with attention to opportunities that could make it more attractive to buyers."},{"name":"Financial cleanup and sale preparation","value":"Present Buyer-Ready Financials","valueDescription":"Provide buyers with organized financial information prepared for scrutiny and intended to withstand review."},{"name":"Strategic value enhancement","value":"Highlight Hidden Profit Potential","valueDescription":"Identify and present potential profit improvements to help buyers understand the business’s value and future opportunities."},{"name":"Qualified buyer marketing","value":"Reach Qualified Buyers","valueDescription":"Market the prepared business to screened buyers who are positioned to consider an acquisition."},{"name":"Sale structure and offer guidance","value":"Structure A Better Sale","valueDescription":"Get support considering sale structure, risk, and tax consequences while retaining the choice to accept or decline offers."},{"name":"Sale marketing package","value":"Showcase Your Business","valueDescription":"Give prospective buyers a package that explains the business’s history, achievements, and potential opportunities."},{"name":"Buyer financing and transaction support","value":"Move The Deal Toward Closing","valueDescription":"Help buyers navigate financing and licensing needs and receive support as both parties work toward a completed sale."},{"name":"Transition and post-sale support","value":"Ease The Ownership Transition","valueDescription":"Give the buyer materials to support taking over the business, with the option of continued post-sale support and consulting."},{"name":"Confidential, success-based engagement","value":"Sell With Defined Terms","valueDescription":"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."}]},{"name":"Payroll services","anchor":"product-payroll-services","type":"Service","url":"https://capforge.com/franchise/","summary":"Get payroll support and bookkeeping coordination to simplify payroll tasks and keep business records organized.","description":"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.","pricing":{},"features":[{"name":"Payroll services for small businesses","value":"Access Payroll Support","valueDescription":"Small businesses, franchises, and e-commerce brands can access payroll services from CapForge."},{"name":"Payroll posting and coordination","value":"Coordinate Payroll With Bookkeeping","valueDescription":"Payroll reports can be incorporated into bookkeeping, helping keep payroll activity reflected in financial records."},{"name":"Payroll setup and provider changes","value":"Set Up Or Switch Providers","valueDescription":"Clients can get assistance setting up payroll or changing to a different payroll provider."},{"name":"Payroll expense tracking","value":"Track Payroll Costs","valueDescription":"Working with payroll reports supports tracking labor costs and managing payroll expenses within the business’s bookkeeping."}]}],"audiences":[],"segments":[],"faq":[],"comparisons":[],"sources":[{"url":"https://capforge.com","text":"CapForge"},{"url":"https://capforge.com/pricing/","text":"Bundled accounting services"},{"url":"https://capforge.com/bookkeeping-for-amazon-sellers/","text":"E-commerce and Amazon seller accounting"},{"url":"https://capforge.com/franchise/","text":"Franchise bookkeeping and accounting"},{"url":"https://capforge.com/due-diligence-services/","text":"Business due diligence and quality of earnings reviews"},{"url":"https://capforge.com/capforge-business-exits/","text":"CapForge Business Exits"}]}