Build a Finance Engine That Scales With You
Clarity, confidence, and growth — designed for SaaS startups ready to level up.
Don’t go it alone.
Your startup deserves expert financial guidance from day one.
While we manage your finances, you stay focused on growing your vision.
Help Your Startup Grow Smarter
Does Your Business Have a Financial Roadmap?
Running a startup without a financial plan is like driving without a map. Our quick, no-commitment assessment shows you where your numbers stand—and where you could go with expert guidance.
Services We Offer
📊 Financial Forecasting
Get clear, data-backed financial projections to guide smart decisions and attract investors.
📚 Bookkeeping & Reporting
Stay organized and audit-ready with streamlined monthly bookkeeping and real-time dashboards.
💸 Fundraising Strategy
From pitch deck to term sheet—expert support to help you raise capital with confidence.
Behind Every Growth Story Is a Smart Financial Plan
“IB Forward helped us understand our numbers like never before. Now we make decisions with confidence, not guesswork.”
Kyle Simon
“Their monthly reports are clean, timely, and actually useful. I finally feel in control of our finances.”
Brittany Foxx
“We were wasting money and didn’t even know it. After working with IB Forward, our books make sense again.”
Kristina Jones
“As a startup founder, I needed someone who ‘gets it’. IB Forward gave us clarity without the jargon.”
Mark Foster
“The team is responsive, accurate, and proactive. I didn’t expect to feel this supported by a finance partner.”
Samantha Gilbert
“With IB Forward, I can focus on growth while they handle the numbers. That’s been a game-changer for us.”
Edward Woo