CapForge
What we could verify
- Registered business?
- Not verified
- CPA license or firm permit?
- Not verified (searched the state board)
- Publishes prices?
- Publishes prices
- Local or remote?
- Local + remote
- Software?
- QuickBooks Online
Who they say they serve: law firms (self-reported, from the firm's own website)
3 of 5 answered from a dated source.
Documents 3 of 5 core services; publishes prices.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | CapForge | home page | |
| Website | https://capforge.com/ | home page | |
| Office locality | Carlsbad, CA | home page | |
| Phone | +18586333573 | home page | |
| Offers bookkeeping | Documented: CapForge | Small Business Professional Bookkeeping & More Growth Focused Accounting Boost Revenue, Profits, and Cash Flow. Save More on... | home page | |
| Monthly bookkeeping | Documented: ...a ton of time so I can focus on running my business so I don’t need to be burdened with ongoing bookkeeping and accounting. Thomas CapForge is everything I need and nothing I... | /bookkeeping-services-for-law-firms | 8 pts (max 8) |
| Payroll coordination | Documented: ...found that I loved working with and educating clients. I expanded my role across HR, payroll, billing and admin and eventually moved up to the Executive Team in 2022. I am... | /about | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...Reconciliation & Reporting: We meticulously reconcile all accounts, provide detailed financial statements, easy-to-read reports, and ensure you have the clarity and visibility you... | /bookkeeping-services-for-law-firms | 6 pts (max 6) |
| Industries served (documented) | law firms | /bookkeeping-services-for-law-firms | 5 pts (max 5) |
| Software supported | QuickBooks Online | /bookkeeping-services-for-law-firms | 5 pts (max 5) |
| Local / remote model stated | Local + remote | /bookkeeping-services-for-law-firms | 3 pts (max 3) |
| Pricing approach published | Publishes prices: "$675/mo" | /pricing | 6 pts (max 6) |
| Onboarding described | Documented: ...scale your business Exit Mastery Building a valuable business they can eventually sell Our Process Our process is designed for your convenience and efficiency: Initial... | /bookkeeping-services-for-law-firms | 4 pts (max 4) |
| Named contact / team | Med Spa, Owner | home page | 3 pts (max 3) |
| Communication channel / process | Documented: ...longterm contracts or setup fees Tech-Enabled Client Access A custom-built, techforward client portal for easy communication and data sharing Redundancy for Precision A 3X... | home page | 3 pts (max 3) |
| Working contact route verified | [email protected] (mail server found) | DNS check Third-party Sep 26, 2026 | 2 pts (max 2) |
| Privacy / data-handling page | Documented: Privacy Policy | /privacy-policy | 2 pts (max 2) |
Checked and not found
- Not documented. Checked 8 pages of the firm's own site on 2026-09-26 (Firm's own website): Catch-up / cleanup (0 pts, max 5); AP / AR (0 pts, max 4); What is included / excluded (0 pts, max 5); Reporting cadence stated (0 pts, max 4).
- Not verified. Searched California Board of Accountancy licensee file (DCA public licensee data) for CPA firm records named 'CapForge' on 2026-09-26: no matching record (State accountancy board): Active CPA firm or individual license (state board) (0 pts, max 8).
Searches that find nothing are not a mark against a firm. How we search.
Not verified (not checked yet, so each scores 0 and counts against coverage): Service area; Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6); Bookkeeping designation (AIPB/NACPB) or IRS directory credential (0 pts, max 6); Entity found in the state business registry (0 pts, max 6); Years operating (registry formation date) (0 pts, max 5).
Check it yourself on the state's own records: California Board of Accountancy license search and business registry search.
- Working contact route verified: The email address the firm publishes is on a domain that accepts mail (MX record present).
Data limitations
- 20 of 22 evidenced items come from CapForge's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
Is this your firm?
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