Forte Financial Group
Services & Solutions
Are we a right fit for you?
Who We Serve
AirBnB & VRBO Hosts
Real Estate Investors
Glamping Owners
Outdoor Event Hosts
Get the tax breaks you actually deserve. Most CPAs miss big deductions for short-term rentals. We make sure you're not overpaying taxes and your books match your deposits every month.
Know which properties are actually making money. We show you real unit economics so you can scale smart. And we handle the tax strategy that protects your profits.
Accounting built for your business. We understand glamping—the seasonal swings, the multiple booking platforms, the unique tax rules. We handle all of it so you can focus on guests.
One CPA for weddings, retreats, and rentals. When you're doing events plus nightly bookings, things get complicated. We keep it simple and make sure you're optimized across both.
Service Options
Disclaimer: Your package and pricing will be custom to your needs, but these are examples of how we can help.
Basecamp
Compliance Foundation
"This is what you need"
Bookkeeping
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Monthly QBO bookkeeping
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Bank & credit card reconciliation
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Monthly P&L statement
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Balance sheet (quarterly)
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Airbnb/VRBO payout reconciliation
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Up to 150 transactions/mo
Tax compliance
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Annual tax return (Schedule E or 1065)
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Easy document sharing
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Federal & state e-filing (single state)
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Year-end 1099 preparation & filing
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Estimated tax payment schedule communication & support
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Custom client portal access
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Annual video recorded review
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Quarterly advisory call avaibility
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Unlimited questions via email
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Technology included
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Secure document portal
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IRS transcript monitoring
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Interested in pitching the tent?
Book Dicovery call below!
Summit
Growth & Advisory
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"This is what you want"
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Bookkeeping
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Everything in Basecamp
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Up to 2 STR properties
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Up to 300 transactions/mo
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Property-level P&L by property
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Cash flow statement (monthly)
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Occupancy rate tracking in books
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Tax compliance + planning
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Everything in Basecamp tax
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Quarterly tax planning sessions
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STR tax loophole analysis
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Estimated quarterly tax calculation & reminders
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S-Corp suitability analysis
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Depreciation schedule management
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Year-end tax strategy memo communication & support
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Monthly advisory call (30 min)
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Quarterly business review
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IRS monitoring
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Technology included
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Everything in Basecamp
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Secure document portal
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Meeting notes (shared)
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Interested in going to the summit?
Book Growth call below!
Expedition
Full Concierge White Glove
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"This is what you deserve"
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Bookkeeping
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Everything in Summit
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Unlimited properties
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Unlimited transactions
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Multi-entity consolidation (2+ LLCs)
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Budget vs. actual analysis
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KPI dashboard (revenue/expense/occupancy)
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Lender-ready financial package
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Payroll Assistance
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Tax compliance + planning
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Everything in Summit
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Cost segregation coordination
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Reasonable comp analysis
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Entity optimization & restructuring
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Multi-entity tax returns
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Annual tax planning session (90 min)
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Mid-year tax projection communication & support
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Monthly CFO strategy call (60 min)
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Priority scheduling
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Investor/lender financial prep
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IRS Audit Support
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Individual (1040) return included
Technology + monitoring​
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Everything in Summit
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IRS Advance Notice monitoring
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Secure document vault
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Meeting notes & action items
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Interested in the Expedition to the top?
Book a Brainstorm call below!
Not one of those industries/need other services?
Contact us to see how we can serve you
We do accounting and tax for other businesses, too! We are happy to get on a call to discuss what you need. Your pain points become ours, and you go back to doing what you love. Whether you need compliance or advisory, we've got your back.