Forbes & Company
What we could verify
- Registered business?
- Not verified
- CPA license or firm permit?
- Not verified
- Publishes prices?
- Not stated on its website
- Local or remote?
- Local + remote
- Software?
- QuickBooks Online
Who they say they serve: real estate, professional services, property management, law firms (self-reported, from the firm's own website)
2 of 5 answered from a dated source.
Documents 3 of 5 core services; IRS preparer record found for a named person.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | Forbes & Company | home page | |
| Website | https://forbesco.com/ | home page | |
| Office locality | Alpharetta, GA | home page | |
| Service area | United States (stated by the firm) | home page | |
| Phone | +17703927117 | home page | |
| Offers bookkeeping | Documented: ...Begin your business with confidence Your new business needs more than generic bookkeeping. Get specialized financial support that understands the details of starting an... | home page | |
| AP / AR | Documented: ...that support informed decisions. Accounting for influencers and entertainers includes: Accounts receivable from brand deals and sponsorships Real-time financial reports and cash... | /who-we-serve/influencers-entertainers | 4 pts (max 4) |
| Payroll coordination | Documented: ...Charleston, and across the United States. Absolutely. Growing your team changes your payroll needs, your overhead structure, and often your cash flow patterns, and we help you plan... | /who-we-serve/professional-service-businesses | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...what you’d expect. We help you recognize and track retainer income properly, so your financial statements accurately reflect earned revenue rather than just cash received, which... | /who-we-serve/professional-service-businesses | 6 pts (max 6) |
| Industries served (documented) | real estate, professional services, property management, law firms | home page | 5 pts (max 5) |
| Software supported | QuickBooks Online | /what-we-do/business-foundation-services | 5 pts (max 5) |
| Local / remote model stated | Local + remote | home page | 3 pts (max 3) |
| Bookkeeping designation (AIPB/NACPB) or IRS preparer record | IRS preparer record for Kaitlin-Alysse Micaela Coleman · Enrolled Agent (on the IRS record) · business name on the record: Forbes & Company | IRS preparer records Third-party Sep 27, 2026 | 6 pts (max 6) |
| What is included / excluded | Documented: ...from your tax burden to your ability to raise capital. Common costly mistakes include: Choosing a business structure without understanding tax implications Setting up... | /what-we-do/business-foundation-services | 5 pts (max 5) |
| 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): Monthly bookkeeping (0 pts, max 8); Catch-up / cleanup (0 pts, max 5); Pricing approach published (0 pts, max 6); Onboarding described (0 pts, max 4); Reporting cadence stated (0 pts, max 4); Named contact / team (0 pts, max 3).
Not verified (not checked yet, so each scores 0 and counts against coverage): Active CPA firm or individual license (state board) (0 pts, max 8); Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6); Communication channel / process (0 pts, max 3); Entity found in the state business registry (0 pts, max 6); Operating 1+ year (registry formation date) (0 pts, max 5).
Check it yourself on the state's own records: Georgia State Board of Accountancy license search and business registry search.
- Bookkeeping designation (AIPB/NACPB) or IRS preparer record: The IRS's public file of active tax preparers (PTIN holders, updated 2026-02-23) lists Kaitlin-Alysse Micaela Coleman under the business name 'Forbes & Company' in Alpharetta, GA. The record lists: Enrolled Agent. It is one individual's IRS preparer record, not a firm license or a directory listing. It does not prove service quality.
- 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 Forbes & Company's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
Is this your firm?
Claim this listing to correct a field with evidence, or report a correction. Claiming confirms ownership only; it does not change the score.