Financial Expertise Built for You.
Building a business without a safety net is hard enough. Finding a financial partner who actually understands that world — and brings real expertise to it — shouldn't be. The Forward Firm was built for the entrepreneur. For the small business owner who is serious about growth, who deserves accurate books, sound financial operations, and a strategic partner who understands the real cost of building something from the ground up. Right-sized pricing. Real expertise. A partner invested in your forward momentum.
Built for the Builder
Entrepreneurs. Solopreneurs. Small business owners. The Forward Firm was built for you. Whether you're just getting your books in order or ready for strategic financial operations, we meet you where you are and move you forward.
Our Services
The Forward Firm offers bookkeeping and accounting operations services structured around where your business actually is and where you want it to go. For the solopreneur getting organized, to the established multi-entity operation — we deliver the same professional standard, the same expertise, and the same commitment to growth across our tiered plans. Not ready for a monthly commitment? We also offer standalone services including cleanup, catchup, new business financial setup, loan and funding readiness, and chart of accounts restructuring — no retainer required. Not sure which option fits your business? That's exactly what the discovery call is for. Let's figure it out together.
About Latoya Cohen
I believe that power resides in ownership and it should be accessible to all. Entrepreneurs and small business owners are the fuel behind thriving communities, but the journey is not always easy, and without the right support it becomes unlikely. I built The Forward Firm to partner with entrepreneurs and small businesses to offer expertise and services that are often inaccessible, not structured for growth and scalability, or fail to see beyond the business itself — community, cultural and social impact, wealth building, legacy. I have over ten years of experience in accounting and financial operations, managing multi-million dollar portfolios, leading process transformations, and building financial infrastructure across fintech, nonprofit, and regulated industries. I have experience serving businesses at various stages of growth. I know what financial infrastructure looks like when it works. I built The Forward Firm to bring that to you. The work of building a business is the work of building a life, a community, a legacy. You shouldn't have to navigate that alone. The Forward Firm exists to walk that road with you — with expertise, intention, and a genuine investment in where you are going — forward!
The Right Partner Changes Everything.
Every business that thrives does so with the right people in its corner. The Forward Firm is ready to be in yours. Book your discovery call today — just a real conversation about where your business is and where you want it to go.
The Forward Firm is a professional bookkeeping and accounting operations firm. We do not provide tax preparation, audit, review engagement, or attest services, and are not a licensed CPA firm. Clients requiring CPA services are advised to engage a licensed CPA.
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