Business Services for Sustainable Growth

Practical solutions designed to support growth, efficiency, and success.

Retainer-Based Service Tiers

Tier 1: Essential Financial Visibility

Account Support Only

Target Client Profile: Small businesses requiring highly accurate, reliable financials without strategic advisory overhead.

  • Full-charge bookkeeping management inside QuickBooks Online (QBO).
  • Comprehensive monthly bank, credit card, and loan statement reconciliations.
  • Production of standard monthly financial statements (Profit & Loss, Balance Sheet, Cash Flow).
  • Secure monthly delivery of financial packages directly via email.
  • Advisory Allocation: None included. Technical system file support is conducted completely via email. Inquiries concerning operational strategy trigger an upgrade.
Professionals collaborating over work papers

Tier 2: Financial Operations Partner

Up to 4 Hours Per Month

Target Client Profile: Businesses ($250K–$2M revenue) seeking clear data validation to comfortably guide operational decisions and strategic adjustments.

  • Includes everything in Tier 1 (full-charge QBO bookkeeping and reporting).
  • Custom operational KPI dashboard creation and ongoing trend monitoring.
  • Built-in Meetings: 1 Dedicated Monthly Strategy & Financial Review Session (Up to 90 minutes) conducted one-on-one.
  • Continuous operational workflow analysis and cost-reduction recommendations.
  • Strategic Advisory Allocation: Up to 4 hours per month dedicated to active file analysis, preparation, and continuous direct decision support channels.
Colleagues reviewing charts together

Tier 3: Strategic Growth Partner

Up to 8 Hours Per Month

Target Client Profile: Growing enterprises ($1M–$5M revenue) managing scaling pain points, process bottlenecks, or supply chain complexities.

  • Includes everything in Tier 1 (full-charge QBO bookkeeping and reporting).
  • Advanced performance dashboards tying core operational activities directly to financial statements.
  • Built-in Meetings: 2 Dedicated Bi-Weekly Strategic Sessions (90 minutes each, totaling 3 hours of monthly face-to-face interactive collaboration).
  • Deep-dive business process mapping and Standard Operating Procedure (SOP) design.
  • Vendor contract review, supply chain optimization, and cost framework enhancements.
  • Strategic Advisory Allocation: Up to 8 hours per month dedicated to intensive account analysis, workflow re-engineering, and collaborative review sessions.
Business meeting handshake in conference room

Tier 4: Fractional CFO/COO Services

15 to 30 Hours Per Month

Target Client Profile: Mid-market organizations ($5M+ revenue) or government contractors needing senior corporate transformation leadership without the overhead of a full-time executive salary.

  • Dedicated C-suite operational presence and organizational leadership alignment.
  • Built-in Meetings: Weekly Executive Management Synchronization touchpoints to monitor milestones, program health, and corporate roadmaps.
  • End-to-end operational transformation, large-scale program governance, and change management.
  • Strategic planning workshop facilitation and execution of a 1-to-3-year corporate roadmap.
  • Full oversight of regulatory compliance, investor readiness, and government contract preparation.
  • Strategic Advisory Allocation: Highly responsive 15 to 30 hours per month allocated dynamically across executive management, team alignment, and operational auditing.
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Specialized Projects & Targeted Engagements

In addition to ongoing advisory models, NorthForge executes targeted, objective-based projects designed to diagnose and repair broken workflows or charts of accounts. 

The Right Level of Support

Discuss your goals and identify the service tier that best aligns with your operational and financial priorities.