West Des Moines, Iowa-based IPA 400 firm TDT CPAs and Advisors (FY21 net revenue of $10.3 million) is spinning off its business intelligence and audit divisions into Forge Financial and Management Consulting, a separate new firm launching on Oct. 31.
Focused mainly on small and mid-market businesses, Forge will work with clients to turn financial information into leadership and operational intelligence. The new firm will be headquartered in West Des Moines, with clients and team members located across the U.S.
“Our focus has always been to take the financial data and use it to help guide future decisions,” says Forge CEO Courtney DeRonde. “Now at Forge, we’re so excited to step into this new territory to be more than just strategic financial advisors and to use the financial insights to help our clients manage their business, lead their people and maximize their productivity.”