ABOUT FORBES & COMPANY
The people behind your financial success
Family-owned and client-focused
since 1997
Forbes & Company was founded on the simple belief that exceptional accounting comes from building genuine relationships with our clients. As a family-owned firm, we understand the importance of trust, reliability, and personal service—values that guide every client interaction and business decision we make.
Meet your financial advisory team
OUR FOUNDATION
Built on relationships, not just transactions
From day one, we made a conscious decision to prioritize relationships over growth for growth’s sake. This approach allowed us to focus on quality service and develop deep expertise in the industries we serve. Our reputation for delivering exceptional client experiences and expert financial guidance has grown through word-of-mouth referrals from satisfied clients who trust us with their most important financial decisions.
We believe accounting is fundamentally a relationship-based business. When you truly understand your clients’ goals, challenges, and aspirations, you can provide guidance that goes far beyond basic compliance to help them achieve real success.
OUR COMMITMENT
Expertise that evolves with your needs
Our team invests continuously in professional development and industry knowledge because we believe our clients deserve advisors who stay current with changing regulations, emerging opportunities, and best practices. We’re not just keeping up with the profession—we’re anticipating what our clients will need next.
As our clients have grown and evolved, so have we. We’ve expanded our services and deepened our expertise to meet the increasingly sophisticated needs of successful professionals and growing businesses, all while maintaining the personal, responsive service that defines who we are.
A team you can count on
Every member of our team shares our commitment to client service excellence and professional integrity. We’ve built a culture where continuous learning, open communication, and genuine care for client success aren’t just values we talk about—they’re the foundation of how we work every day.
Our clients often tell us we’re “not like other CPAs,” and we consider that one of our highest compliments.