THE FORGE COMPANIES BLOG
Forge for Business provides a broad range of financial services tailored to meet the needs of contingent fee attorneys, law firms, and general businesses. Services include bookkeeping, IOLTA accounting, payroll, insurance services, attorney fee deferral products and solutions, lien solutions, and more.
Abacus Advisors
You do the law; we do the financials. Enabling attorneys to focus on revenue generation while we manage the firm's business.
Bookkeeping
- Monthly reconciliations including client-level IOLTA reconciliations
- Bill pay services
- Settlement support services
- Financial improvement projects
Payroll
- Payroll processing, electronic timekeeping, PTO accrual and tracking, electronic employee and employer reporting
- Federal, State, and local tax management
- On-boarding and off-boarding
- Employee handbook consulting and development
Abacus PEO/Benefits Consulting Group
The increasing cost of providing health insurance benefits to employees is a significant issue for all businesses, including law firms. To that end, we have partnered with two best-in-class organizations to offer an opportunity to identify the best option for each business. Contact us today for a side-by-side proposal of group health benefits and a PEO option.
Full Circle Coverage
More than just insurance coverage. We are a smart solution for individuals, families, and businesses who have more to protect.
List of Services
Deferral Solutions
As a contingency fee-based attorney, you have the unique option to defer your fees and delay the recognition of taxable income on your cases. Several options exist today, including:
- Structured Attorney Fees
- Market-Based Structured Attorney Fees
- Non-Qualified Deferred Compensation
- 409(a) Deferral Solution
ZipLiens
We are an industry leader in subrogation and lien resolution. From Medicare and Medicaid to ERISA and Hospital liens, our on-staff attorneys and legal experts have the knowledge and experience to handle your liens efficiently and get your clients what they deserve. Benefits of outsourcing subrogation include:
- Significant Time And Cost Savings
- Complete Process Transparency
- Responsive Communication
- Better Reductions And Happier Clients
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The Forge Companies is pleased to announce they are teaming up with Rebecca Cameron Blount, a longtime friend of The Forge Companies, distinguished attorney, and owner of The Blount Law Firm, PA in Greenville, NC.
Advocacy Trust Celebrates Major Milestone
Full Circle Coverage Announces New Partnership with Golden Bear
Full Circle Coverage Included in UGA Bulldog 100
Bringing Nearly Three Decades of Banking Knowledge to Support Families and Enhance Settlement Planning Services
At The Forge Companies, our commitment to clients extends beyond financial planning—we’re also here for life’s unexpected challenges. Our team is dedicated to providing top-tier services by designing customized plans that address immediate and future needs, ensuring our clients are supported through every phase of their journey. If you’d like to learn more about how we can help your clients, connect with us today!
For this Heart of Forge spotlight, we are thrilled to highlight our Atlanta office! Last month, members of our Forge Consulting, Advocacy Trust, and Advocacy Wealth teams spent the morning with Zobida Dat and Jenifer Hossler from the Georgia Center for Child Advocacy (GCCA). Together, they assembled goodie bags for GCCA’s upcoming Trunk or Treat event.
We are thrilled to highlight Shawn Mitchell, a Trust Officer on our Advocacy Trust team, for his incredible work with the Iredell County Sheriff's Office during their Youth Outdoor Education Week.
We are thrilled to highlight one of our Trust Officers, Laura Schlesing. Laura is a dedicated board member of Gigi's Playhouse of Charlotte, a remarkable Down Syndrome Achievement Center 100% volunteer-run with just two paid staff members.
Advocacy Wealth Management and Montag & Caldwell Join Forces
Forge Consulting is a national insurance agency. We analyze but do not provide investment, legal or tax advice. Advocacy Wealth, a Registered Investment Adviser, offers financial planning. Advocacy Trust offers fiduciary services. Forge is the parent company of both Advocacy subsidiaries.
Securities and Insurance Products are NOT insured by the FDIC, nor by any other Federal or State Government Agency, are NOT a Deposit of and are NOT Guaranteed by a Bank or any Bank Affiliate, and MAY lose value.
All content provided in this blog is for informational purposes only and does not address the circumstances of any particular individual or entity. You should not construe any such information or other material as legal, tax, investment, financial, medical or other advice. Nor does any information on the site constitute a comprehensive or complete statement of the matters discussed or the law relating thereto. Nothing contained on our site constitutes a solicitation, recommendation, endorsement, or offer by us or any third party service provider to buy or sell any securities or other financial instruments in this or in in any other jurisdiction in which such solicitation or offer would be unlawful under the securities laws of such jurisdiction. There are risks associated with investing in securities, including risk of loss of your entire investment. A security’s or a firm’s past investment performance is not a guarantee or predictor of future investment performance.
The information and other content provided in this blog, or in any linked materials, are not intended and should not be construed as medical advice, nor is the information a substitute for professional medical expertise or treatment. If you or any other person has a medical concern, you should consult with your health care provider or seek other professional medical treatment. Never disregard professional medical advice or delay in seeking it because of something that have read on this blog or in any linked materials. If you think you may have a medical emergency, call your doctor or emergency services immediately. The opinions and views expressed on this blog and website have no relation to those of any academic, hospital, health practice or other institution.
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