The all-in-one managed accounting service provider for trade businesses — bookkeeping, job costing, payroll, and tax compliance, ending in live dashboards you can open anytime.
Take the Forza Fit Test Build your dashboard first ↓
Confidential. Two minutes. If we’re a fit, step one is a Discovery Call — then a flat monthly fee.
Every Forza engagement ends at the same place: a live dashboard built around the questions you actually ask. Pick your trade, tap the questions you can’t answer today, and watch yours assemble.
Every panel is a real Forza deliverable, included in the tiers. See the three tiers or take the Fit Test.
“The last thing you want to do is wrestle with your Operating System (ServiceTitan, Jobber, etc.) and QuickBooks integrations.”
Our first service is the fix: efficient, scalable processes for the information flow between the two systems — so the field and the books stop disagreeing.
Profitability you can’t see by client or by project — so you keep selling the jobs that quietly lose money.
We build profitability insight by client and project “to help you focus on growing the right clients and getting out of the rest.”
Which of your people actually make you money? The dashboard answers it: “which of your team members generate the most revenue and profit”
“…(and which aren’t great at tracking their time!)” — exactly the kind of thing only live data can tell you.
The process is the product. Most bookkeepers stop at step three; this one keeps climbing until your numbers are live. The Forza Six™
A Discovery Call — we get to know you, your business needs, and your financial situation.
One flat monthly fee for the managed service. No hourly meter, no surprises.
Your cloud tools are set up or transitioned — and your books are brought up-to-date.
We analyze your financial situation and build the roadmap to streamline and automate.
We finesse your accounting processes and implement best practices that fit your shop.
Live BI dashboards and financials you can access anytime, anywhere. This is the payoff.
Take the Forza Fit Test Step 1 starts with the Fit Test — confidential, two minutes.
Eight trades. Named, not implied. If your work runs on crews, jobs, and field software, this firm was built for your books — and only yours.
Don’t see your industry? That’s on purpose. Specialization is the service — a firm that books for everyone optimizes for no one.
Marie Lyons, CPA
Founder & CEO, Forza CPA, PLLC
“I am a CPA and the founder of Forza CPA, PLLC, a firm specializing in transforming bookkeeping departments of service-based businesses nationwide.”
These dashboards aren’t a vendor’s template — Marie builds data visualizations herself, on Tableau Public, which is why “Live Data” is step six of the process and not a line in a brochure.
“Outside of work, I am an avid trail runner (often joined by my dogs) and serve on the NSBA Leadership Council, where I advocate for small business interests.” The mountain in the logo is hers.
“We used spreadsheets to create a forecasting model for our cash flow. Marie and her bookkeeping team agreed to work with our (very un-pro) system. Once she learned what we were really looking for, she (without being asked) set us up with a tech stack including Forecast connected to QuickBooks and has built and maintained various Zaps connecting all our platforms together. What accountant even knows about Zapier?! She’s a rockstar and always goes above and beyond.”
“Even in tax season she is quickly responding to my non-tax-related questions that could probably even wait a few days. Again, always over the top.”
“I’ve never had this quality of service and forward-thinking! Thanks for really being in our corner!”
“Forza CPA absolutely hits it out of the park. I am extremely satisfied with their expertise and cannot say enough, they are the real deal.”
19 Gusto clients served · Gusto Partner since 2019
Certifications
Elite QuickBooks ProAdvisor
QuickBooks Online Advanced ProAdvisor
Gusto People Advisor
Relay Certified Banking Partner
Clear Transparent Pricing Award — GoProposalThree flat monthly tiers. The price is on the page, the response time is on the page — we hold a Clear Transparent Pricing Award for exactly this behavior.
Classic
Ideal for basic needs
Starting at $1,675/mo
96 hrs response time
Deluxe
Ideal for growing trades
Starting at $2,500/mo
48 hrs response time
Premium
Ideal for complex needs
Starting at $4,765/mo
24 hrs response time
In every tier: job costing & project tracking · invoicing & collections · cash balance monitoring · bill pay · budgeting with cashflow & P&L forecasting and workforce planning · income tax return (Basic / Standard / Elite) · sales tax, Form 1099, personal property tax, annual report & business license filings. One flat monthly fee — so there are no surprises.
Subcontractors are a trades problem: who gets a 1099, which form, by when. Here’s the whole decision tree — “Mastering 1099s: A Countdown to Seamless Filing” — free, because managing subcontractors should be easy, not a January ambush.
Drowning in subcontractor paperwork? Start here — free — and take the Fit Test when you’re ready for it handled.
Yes — exclusively. Electrical, HVAC, Landscaping, Painting, Pest Control, Plumbing, Renovation & Maintenance, and Snow Removal. Job costing, crew profitability, and field-software reconciliation are systems built for how trade businesses actually run; a generalist firm splits that focus across every industry that walks in.
One flat monthly fee: Classic from $1,675/month, Deluxe from $2,500/month, Premium from $4,765/month — so there are no surprises. Which tier fits is scoped after the Fit Test and the Discovery Call, not guessed on a sales page.
At Kick Off, step three of the process: your cloud tools are set up or transitioned and your books are brought up-to-date, before the Deep Dive builds your roadmap. Behind is the normal starting point for trade businesses — it’s built into the process, not held against you.
That reconciliation is service number one. We build efficient, scalable processes for the information flow between your operating system (ServiceTitan, Jobber, etc.) and QuickBooks — because growing on numbers that disagree with each other isn’t growing.
Day-to-day bookkeeping handled (bank and credit cards processed, payroll run, collections worked), a simple monthly financial package — no accounting jargon, no complex reports — live BI dashboards, job costing and project tracking, and the compliance calendar handled inside your tier: sales tax, 1099s, personal property tax, annual report, and business license filings.
By tier: 96 hours on Classic, 48 on Deluxe, 24 on Premium. Behind those numbers is a simple discipline: the inbox is processed twice daily, there’s no weekend email — “that steals away your time to recharge” — and email is never treated as urgent, so a real answer beats a fast one.
Take the two-minute Fit Test. It’s confidential, it qualifies us both, and if we’re a fit, step one is a Discovery Call — then one flat monthly fee, live dashboards, and books that finally keep up with the business.
Take the Forza Fit Test Call 860-323-3260
Prefer email? [email protected] · North Carolina based, serving trade businesses nationwide
