Forest Consultants Program

Join with Forest to offer systems consulting or outsourced accounting services to your clients.  

About the Program

Forest clients are located throughout the United States and abroad. While most are single- or multi-family offices, they also include accounting firms, investment advisory and management firms, and specialty businesses. The flexibility of our software allows clients to adapt it to support their unique operations, no matter how extensive or complex.

Clients need a range of assistance.  Everything from selecting the right software solution to getting it set up and running smoothly.  Then, as their operations or internal staffing change, clients need advice on the optimal way to set up specialized entities, record complex transactions, or capture and highlight key management data, etc. Other times, they may want advanced training on how to best use the functionality in our system. When our customers ask for help, given the diversity of their operations, the right solution can be very client-specific. As a result, we often need experienced, high-level accounting experts with an in-depth understanding of the capabilities of the Forest platform to provide these clients with the needed guidance. 

To bolster our efforts in this area, we are currently looking to increase the roster of outside consultants that we can call on for such assignments.  If you possess a strong background in accounting and financial reporting or want to develop such skills, we want to hear from you. If you currently have a consulting practice or if you would like to start one, this could be a great opportunity to make an important, positive impact on a variety of clients.

If you are interested in learning more about this position, please email us at info@forestsystems.io .  For a prompt response, put Consultants Program in the subject line.