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Not just an accounting department, but a unique combination of dedicated, expert teams, smart technology, and future-focused processes that become your Smart Back Office.
We are dedicated professionals who share a commitment to taking care of clients and changing the way businesses run their financial operations.
Our mission is to become a trusted partner you can rely on, so your success will keep growing.
Working closely together, whether at our service center in Houston, TX or on Zoom – it's our values and culture that strengthen our team and client relationships.
We partner with industry leaders in cloud-based software to build a fully integrated, accounting system for our clients.
Technology integrations allow for more data in your accounting system, more quickly and with fewer errors than with a manual process.
We streamline your back office by identifying more efficient workflows, implementing internal controls and separation of duties to eliminate errors and fraud, and defining how data is classified for actionable insights.
"GrowthForce helped me understand how to build a budget and worked to teach me how to read and interpret my new reports. I felt the fog lifting as they helped me be a stronger leader and, overall, a better business owner”
"GrowthForce gives me clarity, reliability, and confidence. Confidence in the direction that we're moving and confidence in the ability for me to communicate with our board of directors and our executive management."
“The accounting reports I get and make decisions on are very, very accurate. I now have a team of accountants that I can go to and ask questions about my financial reports, to help understand them better and to get some ideas on how I might be able to tweak the company to improve profitability.”
The list represents a unique look at the most successful companies within the American economy's most dynamic segment: its independent small businesses. As one of those companies, GrowthForce has experienced a healthy three-year revenue growth of 69 percent. According to Inc., that is an impressive result during a stretch when the economy grew just 15 percent.
A highly energetic and motivational business leader, entrepreneur and speaker, Steve has a passion for helping businesses and nonprofits reach their growth potential. His ability to visualize the future of accounting and assemble a highly qualified and motivated team has lead GrowthForce to become one of the nation’s largest cloud based bookkeeping, accounting and controller services.
Steve’s experience with accounting system design, technology development, and management services spans over three decades. Before opening GrowthForce, he was President of Insperity Financial Management Services division for two years. The division was created from the acquisition of a business called Virtual Growth Incorporated, which Steve founded in 1995 in New York City. Prior to the acquisition by Insperity, Virtual Growth was the nation’s largest outsourced accounting service for small businesses.
Previous to Virtual Growth, Steve spent seven years working for Amnesty International USA. There he spent four years as Chief Financial Officer managing the organization’s 300% growth after U2, Bruce Springsteen and Peter Gabriel complete the Human Rights Now! tour and then honed his fundraising skills as its Director of Development, raising over $20M a year.
His time at Amnesty reinforced Steve’s life-long commitment to giving back to the community through charitable causes. He has been a dedicated board member of many nonprofit organizations, helping them with their finances and fundraising. As a result, non-profits now represent 35% of GrowthForce clients.
When he’s not immersed in helping his clients achieve growth, Steve strives to be a role model to his employees by having the proper work-life balance. Off the clock, Steve is often on the go with this active family, or can be found puttering around his yard in the Livable Forest of Kingwood, Texas, looking for ways to help his garden grow.
BBA Accounting - CPA, Pace University, New York, NY
Licensed CPA: Texas, New York
Houston Society of Certified Public Accountants
Texas Society of Certified Public Accountants
American Institute of Certified Public Accountants
Village Learning and Achievement Center, Kingwood, TX
New York State Society of Certified Public Accountants
American Institute of CPAs (AICPA)
Certified Global Management Accountant (CGMA)
AICPA CPA.com Executive Roundtable
Accountex / Sleeter Group - Accounting Leadership Council
Loretta brings over 25 years of experience in a variety of industries to her role as Chief Operating Officer for GrowthForce. Her breadth of accounting knowledge and warm personality are a breath of fresh air to both employee and client alike. From her consulting years, Loretta brings a wealth of experience to better serve our clients, including her working knowledge of financial operations, mergers and acquisitions, forensic accounting, operations management, receivables management, tax planning, process and procedures, resource allocation and service delivery.
Martha brings more than 18 years of experience in a variety of industries to her role as Director of Marketing for GrowthForce. Her leadership and marketing knowledge are a compliment to her upbeat personality. From her business and consulting years, Martha brings a wealth of experience in adaptable and transformational marketing leadership. Her aim is to help educate business leaders on the significance of a strong financial management strategy, the importance of having a human capital strategy, and why you need both to be successful.
Marsha is dedicated to ensuring each new client is equipped to receive the full potential from their accounting system and GrowthForce team. As Onboarding Director, Marsha’s focus is on the design, set up and integration of each client’s QuickBooks-centric financial system. During onboarding, Marsha creates a detailed documentation and workflow of the various accounting and reporting processes to guarantee a seamless hand-off to client services. Marsha has been with GrowthForce since the early days, and has built a solid reputation based on her extensive QuickBooks expertise, her deep knowledge of industry-specific key performance indicators, and her quick problem-solving and documentation abilities. Her vast industry and accounting software and applications experience comes from serving hundreds of clients in both onboarding and services over the last ten years.
When she’s not analyzing a client’s accounting system or researching new applications, Marsha enjoys practicing TaeKwonDo and boating at her parent’s lake house with her husband and two young sons.
Education and Certifications:
BS in Accounting, Sam Houston State
Advanced QuickBooks ProAdvisor
Bill.com Guru
QuickBooks Online Certified
James Kahn is often the voice of reason - for good reason. His breadth and depth of accounting and finance expertise, combined with his systems knowledge and eight years of experience helping GrowthForce clients means that he has seen it all, and done it all.
Currently, in his capacity as Director of Finance, James identifies where GrowthForce can provide the greatest value to support our clients’ businesses. Additionally, serving as Controller, James is here to ensure each client's needs are well matched with our services.
Education:
GrowthForce is not a CPA Firm.
GrowthForce accounting services provided through an alliance with SK CPA, PLLC.
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