Searchers deserve better Financials. So we built Forward Firm

June 17, 2025
by a professional from Tulane University - A. B. Freeman School of Business in Portland, ME, USA
Why do financials still feel like friction, not fuel?
The more founders we speak with, the more we hear the same thing:
Your numbers aren’t working for you.
✔ Tax planning gets pushed to April
✔ Month-end reports show up weeks late
✔ You’re stuck chasing down basic answers
✔ Financial diligence becomes a last-minute scramble
Zachary Gordon, CPA, and I kept asking:
Why is there still no common-sense solution for this?
So we built one.
Introducing Forward Firm
A next-gen finance firm built by two CPAs with one mission:
Deliver the financial insights you need — when you need them.
What we do:
• Tax: proactive, not reactive
• Accounting: real-time clarity, not month-end delays
• M&A: our 74-point diligence system keeps deals moving
How we’re different:
• Plain-English reports (no jargon)
• Smart automation + expert judgment
• Transparent pricing
• Rapid turnaround
One coordinated team. Everything under one roof.
Our leadership team:
• Zachary Gordon, CPA — elite tax strategist and systems thinker
• Sam Silverman — master of partnerships and operational leverage
• Myself — M&A operator with a bias for momentum and clarity
We’re already helping searchers, operators, and PE-backed founders eliminate blind spots and drive smarter decisions.
If you’re tired of financial surprises and ready to get your numbers working for you, feel free to drop a comment or message me.
We’re ready to move fast.