Forward Financial provides tax, bookkeeping, and fractional CFO services to small and mid-sized businesses, family offices, and the people who run them — backed by 50+ years of combined experience.
Forward Financial is led by a team with more than 50 years of combined experience across tax, accounting, investing, and operating financial-services businesses.
Chris began his career at Deloitte serving family offices, closely held businesses and their owners on tax, M&A, family-office structuring, and estate planning. A Texas CPA, he has since worked across venture capital, real estate and private equity, and sits on the advisory board of UNT's G. Brint Ryan College of Business.
Connor built a multi-million-dollar fractional finance practice serving companies from $2M to $80M+ in revenue with fractional CFO, controller, FP&A, and bookkeeping services. He previously worked at an investment firm managing $20B in corporate assets, advising owners of billion-dollar companies.
Tell us a bit about your situation and we'll tailor the next steps to you — across tax, bookkeeping, payroll, and fractional CFO. Takes about two minutes.
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