Business Edge

Most business owners don't need another accountant. They need a trusted advisor. Someone who understands their business, helps them navigate challenges, identifies opportunities, and provides guidance long before issues become problems.


Business Edge is Forge's ongoing advisory service designed for business owners who want more than annual compliance. Through regular strategic conversations, performance monitoring, forecasting, and planning, we help you make informed decisions and build a stronger business over time.


Unlike standard firms that offer ad-hoc or reactive advice, Business Edge is a highly structured partnership. We lock in regular strategy sessions, establish clear agendas, and maintain continuous momentum with proactive follow-ups between meetings.


Furthermore, we bring true financial rigour to your growth strategy. While traditional business coaches often lack a financial background, we look at your business through the lens of qualified tax agents, understanding your numbers and obligations from the ground up.


Rather than charging for every conversation, Business Edge is built around a partnership with structure. It provides ongoing access to experienced advisors who understand your goals, support your decision-making, and help keep your business moving forward with clarity and confidence.

The six drivers of a stronger business

Business Edge brings together the key areas that influence business performance, profitability, stability, and long-term success. Through ongoing advisory support, we help you focus on the areas that matter most and make decisions with greater confidence.

Cash Flow Management

Gain greater visibility over future cash flow and make decisions with confidence.

Profit Improvement

Identify opportunities to improve profitability and strengthen business performance.

Financing & Funding

Prepare for growth, investment, acquisitions, and funding opportunities.

Risk Management

Protect what you've built through proactive planning and business structuring.

Strategic Planning

Create a roadmap for the future and align decisions with long-term objectives.

Succession & Exit Planning

Prepare your business for transition, retirement, sale, or succession.

Why Business Edge?

We know finances can feel overwhelming, especially when you’re trying to juggle business and life at the same time. Here are a few common questions we’re often asked, with clear answers to help make things a little simpler.

Proactive, not reactive
<p class="rteBlock">Most accounting relationships focus on what has already happened. Business Edge is designed to help you navigate what&#x27;s next. Through regular reviews and strategic conversations, we identify opportunities and challenges before they become costly problems.</p>
Consistent access to trusted advice
<p class="rteBlock">Business decisions don&#x27;t conveniently arrive once a year. Business Edge gives you ongoing access to experienced advisors who understand your business, your goals, and your challenges, providing guidance when you need it most.</p>
Greater certainty and predictability
<p class="rteBlock">With a fixed monthly investment, you&#x27;ll know exactly what support is available and what it costs. No unexpected invoices. No hesitation to pick up the phone when an important decision needs to be made.</p>
A holistic view of your business
<p class="rteBlock">Rather than focusing on a single issue in isolation, we help connect the dots across cash flow, profitability, growth, risk, financing, succession, and long-term planning. Better decisions come from seeing the bigger picture.</p>
Accountability that drives progress
<p class="rteBlock">It&#x27;s easy for strategic priorities to be pushed aside by day-to-day demands. Regular meetings, reporting, and action plans help ensure important initiatives continue moving forward.</p>
Built around long-term partnership
<p class="rteBlock">The longer we work together, the more valuable the relationship becomes. We develop a deeper understanding of your business, allowing us to provide increasingly tailored advice and support over time.</p>

Traditional Accounting

vs.

Business Edge

Annual or ad hoc conversations

Ongoing strategic partnership

Focused on historical reporting

Focused on future outcomes

Questions often trigger additional fees

Ongoing access and support

Reactive problem solving

Proactive planning and advice

Compliance-focused

Growth-focused

Looking at individual issues

Looking at the whole business

Viewing the business in isolation, detached from your personal or family goals.

Aligning your business strategy with your lifestyle, family commitments, and personal priorities.

Whether you're looking for quarterly accountability, strategic guidance, or a more hands-on advisory relationship, Business Edge can be tailored to suit the needs and stage of your business.

Bronze

  • Quarterly Business Performance Reports.

  • One Business areas worked on strategically at one time.

  • Quarterly Meeting frequency.

  • 1hr Meeting length.

  • Action List from meeting.

Silver

  • Monthly or Quarterly Business.


  • Performance Reports.


  • Income and Expense Budgets.


  • Comparison of actuals to budgets.


  • One at a time, two monitored Business areas worked on strategically at one time.


  • Quarterly Meeting frequency.


  • 1.5hrs Meeting length.


  • Action List from meeting.


  • Preference for bank manager to be invited to all or part of meeting.

Gold

  • Monthly or Quarterly Business.


  • Performance Reports.


  • Income and Expense Budgets.


  • Comparison of actuals to budgets.


  • Two Business areas worked on strategically at one time.


  • Cash Flow forecasts prepared.


  • Projected budgets and cash flow updated quarterly.


  • Actuals put into cash flow forecasts quarterly.


  • Bi-monthly or Quarterly Meeting frequency.


  • 2hrs Meeting length.


  • Action List from meeting.


  • Preference for bank manager to be invited to all or part of meeting.

Platinum

  • Monthly Business Performance Reports.


  • Income and Expense Budgets.


  • Comparison of actuals to budgets.


  • Two Business areas worked on strategically at one time.


  • Cash Flow forecasts prepared.


  • Projected budgets and cash flow updated quarterly.


  • Actuals put into cash flow forecasts quarterly.


  • Bi-monthly or Quarterly Meeting frequency.


  • 2.5hrs Meeting length.


  • Action List from meeting.


  • Long term strategy developed with execution plans.


  • Preference for bank manager to be invited to all or part of meeting.


A stronger way forward starts here.

Fill in the form below to arrange an initial obligation-free conversation with our team.