Searchers deserve better Financials. So we built Forward Firm

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.