With over 20 years of experience in the accounting and finance industries, Bonnie Forte has established herself as a trusted advisor to businesses across multiple sectors. Her extensive background spans industries such as real estate, eCommerce, SaaS, and Web 3. As a highly skilled financial consultant and tax expert, Bonnie's approach to financial management focuses on comprehensive services that help businesses navigate complex regulatory environments and optimize their financial performance. From her leadership roles to her strategic insights, Bonnie has consistently delivered high-quality results for her clients.​
Bonnie’s career in accounting began in the early 2000s when she honed her skills as an Accounting Assistant at a corporate law firm. In this role, she managed various aspects of accounts receivable, accounts payable, and financial record keeping. Her early experience in a corporate environment provided Bonnie with a strong foundation in managing complex billing processes, supporting client accounts, and maintaining financial accuracy.
Her ability to master essential accounting tasks and work with legal teams allowed her to develop critical skills in financial recordkeeping and client relations. These early career experiences prepared her to take on larger roles and responsibilities in the years that followed, which would ultimately shape her trajectory as a finance expert.
Bonnie’s next significant career phase saw her transition into real estate accounting and property management. From 2011 to 2014, she worked as an accountant for a multi-family residential real estate development and construction firm. Here, she was responsible for managing full-cycle accounting processes, overseeing financial reporting, and ensuring compliance with state and federal regulations. Bonnie played a critical role in financial planning and payroll management, handling certified payroll to ensure compliance with the Fair Labor Standards Act.
In this role, Bonnie was deeply involved in the financial operations of multiple real estate projects, demonstrating her versatility and ability to handle industry-specific challenges. She also gained expertise in managing the financial aspects of real estate development and property management, including complex transactions like lien waivers, subcontractor relations, and contract management.​
In 2015, Bonnie took her career to the next level by becoming an independent consultant and fractional CFO. She began offering full-cycle accounting and strategic financial services to a diverse range of clients in industries like eCommerce, SaaS, and Web 3. As a self-employed financial consultant, Bonnie worked closely with entrepreneurs and small businesses, providing tailored financial solutions that addressed their unique challenges.
One of her core strengths as a fractional CFO has been her ability to provide strategic financial planning and analysis. Bonnie has consistently supported business growth by delivering thorough financial insights, identifying key performance indicators (KPIs), and offering actionable advice. Whether it was helping start-ups scale their operations or optimizing cash flow for established companies, Bonnie’s expertise in financial analysis and forecasting allowed her to become a trusted partner in her clients' success.​
As a federally designated Enrolled Agent, Bonnie holds full representation rights before the IRS, allowing her to assist clients with audits, collections, and appeals. Her deep knowledge of complex tax regulations enables her to provide comprehensive tax services, including preparation and filing for corporate and personal taxes. Bonnie’s expertise spans S Corps, partnerships, and other business structures, where she specializes in minimizing tax liabilities and optimizing financial outcomes.
Her years of experience navigating tax codes and her ability to simplify the complexities of tax compliance have made Bonnie a go-to resource for businesses seeking to mitigate their tax burdens while remaining compliant with federal, state, and local laws. Bonnie's focus on strategic tax planning has consistently led to optimized financial positioning for her clients.
Throughout her career, Bonnie has demonstrated strong leadership abilities by mentoring and developing accounting teams. As the Accounting Manager at a commercial real estate brokerage and management firm, she was instrumental in setting up a new division's financial infrastructure. Her ability to create and implement accounting policies, standard operating procedures (SOPs), and internal controls ensured that the division’s financial operations ran smoothly and in compliance with regulatory standards.
At a client accounting services firm, where she served as a Fractional Controller, Bonnie spearheaded financial process improvements and led teams to implement advanced financial technologies. Her leadership in streamlining financial workflows and integrating best practices helped her clients achieve greater operational efficiency.
Her ability to lead cross-functional teams and collaborate with stakeholders has consistently resulted in successful outcomes, particularly in high-stakes projects like mergers and acquisitions, financial restructuring, and audit coordination.
At the core of Bonnie’s professional philosophy is her commitment to building long-term relationships with her clients. She prides herself on understanding her clients' needs and delivering tailored financial solutions that address both immediate challenges and future growth. Bonnie is not only focused on compliance and accuracy but also on providing value through strategic insights that help businesses make informed decisions.
From guiding small business owners through complex tax challenges to helping technology start-ups establish robust financial processes, Bonnie has continuously demonstrated her dedication to client success. Her comprehensive understanding of financial management, coupled with her passion for helping businesses thrive, has made her an indispensable asset to the companies she works with.
Bonnie’s career has evolved to include innovative projects that merge her accounting expertise with technology. As the founder of a SaaS company focused on bookkeeping solutions, Bonnie combined her knowledge of accounting with her entrepreneurial spirit to develop software designed specifically for small businesses. Her vision of simplifying financial management through technology reflects her ongoing commitment to improving the financial landscape for her clients.
Through her software venture, Bonnie worked closely with developers to create intuitive, user-friendly software that addresses the specific challenges faced by entrepreneurs in managing their finances. By leveraging her deep understanding of accounting and business needs, she has built a platform that empowers small businesses to streamline their bookkeeping processes, reduce costs, and improve overall financial health.
Bonnie Forte’s career is a testament to her dedication, versatility, and expertise in the accounting and finance industries. From her early days as an Accounting Assistant to becoming a highly sought-after financial consultant, she has consistently demonstrated a commitment to excellence and innovation. Her leadership, strategic financial planning, and passion for helping businesses succeed make her a valuable resource in the world of financial consulting.
With a wealth of experience across multiple industries and a forward-thinking approach to combining technology with financial management, Bonnie continues to be a trusted advisor to businesses looking to achieve their financial goals. Whether through tax optimization, full-cycle accounting, or strategic planning, Bonnie Forte remains at the forefront of the industry, helping businesses navigate complex financial landscapes with confidence and success​​​​.
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