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.