Contact Us

Call or Text

817-661-1231

Email

[email protected]

Address

1200 S Main St Ste 109

Weatherford, Texas 76086

Cash Flow Forecasting Mini-Course and Template.

FREE ACCESS - LIMITED TIME ($149 Value!)

Mastering Cash Flow Forecasting: Comprehensive Guide for Business Owners

Start tracking your cashflow today with this simple to use template!

Included is the link to copy and download the spreadsheet template so you can get your forecast up and running ASAP.

Additionally there is a short tutorial that you can watch to get you more comfortable with using the template and to help with some thoughts around cash flow forecasting. This can be ESPECIALLY important if you are easily dismayed when your forecast is not PERFECT on the first go!

Read From Our Blog

The Differences Between Accountants and Fractional CFOs

by Travis McCullough, CFP®, MST | October 3, 2023 | Blog | 0 Comments

Business owners and contractors often get to a point where they have to grapple with complex financial matters and the expertise of financial professionals becomes indispensable. Two key roles that play a pivotal part in ensuring financial stability and growth in a business are accountants and fractional CFOs. In this post, I’ll dive into the differences between these two roles. Then I’ll discuss why having a fractional CFO can be a game-changer for you and your business.

Differences Between Fractional CFOs and Bookkeepers.

by Travis McCullough, CFP®, MST | October 3, 2023 | Blog | 0 Comments

When it comes to business financial management, two crucial roles that often come into play are the bookkeeper and the fractional CFO (Chief Financial Officer). While both are essential for maintaining financial stability, they serve different purposes and bring distinct benefits to your business. In this blog post, we’ll explore these differences and explain why having a fractional CFO can be a game-changer for your business.

Contact

817-661-1231

[email protected]

1200 S Main St. Ste 109

Weatherford, Texas 76086

Quick Links

Business Services

Personal Services

About

Forthright Financial Services (“FFS”) is a registered investment advisor offering advisory services in the State[s] of Texas and in other jurisdictions where exempt. Registration does not imply a certain level of skill or training.

The information on this site is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon as the sole factor in an investment making decision.

Past performance is no indication of future results. Investment in securities involves significant risk and has the potential for partial or complete loss of funds invested. It should not be assumed that any recommendations made will be profitable or equal any performance noted on this site.

The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, Forthright Financial Services disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose.

FFS does not warrant that the information on this site will be free from error. Your use of the information is at your sole risk. Under no circumstances shall FFS be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the information provided on this site, even if FFS or a FFS authorized representative has been advised of the possibility of such damages. Information contained on this site should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.

FORM ADV

ADV Part 2