Foray Business Group: Leading the Way in CAS

In the vibrant city of Vancouver, WA, Foray Business Group is making a significant impact in the Client Advising Services (CAS) sector. Since its founding in 2019, this dedicated firm has been recognized as one of Woodard’s Top 50 CAS Practices for three consecutive years. Known for its commitment to excellence, integrity, and partnership, Foray Business Group is setting new standards in the industry.

Core values that drive success 

Foray Business Group thrives on values of integrity, transparency, accuracy, excellence, and partnership. These principles guide every client interaction, ensuring businesses receive reliable and insightful financial guidance. Elizabeth Bergen, Founder and CEO, emphasizes the importance of building strong partnerships with clients and their financial partners, providing tailored support that meets each client's level of accounting knowledge. 

A dedicated team with specialized expertise 

With a small yet mighty team of five, Foray Business Group specializes in serving law firms seeking to understand their financial positions. Their core services include comprehensive bookkeeping, timely financial statements, payroll processing, sales tax and B&O filings, cash flow forecasting, budgeting, and strategic business advisory services. This specialization allows them to provide customized solutions that address the unique challenges faced by their clients. 

Empowering client success stories 

A standout success story for Foray Business Group involves a busy law firm that initially felt overwhelmed and unsure about their finances. By partnering with Foray, the firm's books were cleaned up, and they began receiving clear, monthly financial statements. Regular meetings to review and explain the numbers empowered the law firm to make confident decisions, improve profitability, and plan for sustainable growth. This transformation underscores Foray’s dedication to delivering clarity and empowerment. 

Recognized for excellence 

Foray Business Group's achievements have been widely recognized. Being named a Top 50 CAS Practice for three consecutive years is a testament to their dedication, expertise, and the impact they make. This honor serves as meaningful confirmation of their commitment to excellence in the field. 

Community and collaboration at the core 

At Foray Business Group, community and collaboration are foundational to both their internal culture and client relationships. The firm prioritizes strong partnerships with clients, team members, and external financial partners, creating an environment rooted in trust and mutual support. 

This collaborative approach enables them to tailor their services to each client's needs and level of financial understanding. It is a model that supports client success and contributes to the firm’s continued recognition and growth. 

A bright future ahead 

Foray Business Group continues to inspire with its unique blend of professionalism, innovation, and client-centric service. As they look to the future, their commitment to empowering clients and fostering a positive community remains steadfast. Elizabeth Bergen’s advice to new CAS firms is insightful: " If I could give one piece of advice to a new firm starting CAS services, I would tell them not to do it alone. Foray Business Group has been through ebbs and flows and because of the support of my community have grown, learned, improved and now thrive.”  

For more information about Foray Business Group and their services, visit their website at foraybusiness.com. 

 This spotlight is part of our Top 50 CAS Practices series. Stay tuned as we continue to celebrate innovation and excellence across the profession.     

This article was generated by AI and reviewed and edited by a human.