“Bill has proven to be an invaluable resource for Sam Hill Entertainment over the last two and a half years, building our finance, accounting, and reporting capabilities to a level that surpasses most companies our size and will support our significant growth goals over the next few years. He has also provided a steady hand and much needed clarity amidst the prolonged uncertainty of the pandemic. I would wholeheartedly recommend him and his team to any organization with limited in-house resources that values tight accounting and getting the most out of their data.”

Hank Wells, Sam Hill Entertainment

“Bill is an integral part our our business management team. We started working together in late 2017, and at the time I honestly didn't know what I needed to take my business to the next level. Upon a friend's recommendation I started a conversation with Bill, who helped me understand where there was room for improvement, and how he could help. Since then, Bill has helped streamline all aspects of data management and financial analysis at Firefly. He has led efforts to bring us onto a new cloud-based bookkeeping tool, onboard a new Business Operations Manager, streamline the POS system on the back-end, and create customized reporting. All of this has led to a clearer picture of our profit & loss, a better control of costs, and simply a better vision of the past, present, and future of this business. Bill is a data and spreadsheet wizard, his effective communication style helps the entire team get on the same page, and he understands the high level and yet is not afraid of the nitty gritty details of day-to-day business operations. I look forward to our monthly meetings, where I know I will always gain something from Bill's wealth of knowledge and experience.”

Meslissa Mecce, Firefly

Being a small business owner means to be a Jack of all trades. And I know that some aspects - like accounting - require a level of expertise I do not have. Forward Financial Intelligence, namely Bill Lanzana, took me under his wings. From the very first moment I knew that he understood my business as well as my needs. Knowing that he makes sure my data is correct already lifts a big burden. But on top of that he is always available when I have questions and answers them in detail and with great patience. He even provided me with a step-by-step documentation on how to keep my accounting updated. It's easy to read and so very helpful. I wholeheartedly recommend their services to anyone who does not only need a data oriented accountant but someone who is truly a partner and who goes above and beyond in providing support to their clients.

Brigitte Butz, Foxfield Inn

I’m so thrilled that two consummate financial professionals, Bryce Fletcher and Bill Lanzana, have blended their top-notch and highly regarded financial firms together to form Forward Financial Intelligence a new kind of financial business services firm! Both Bryce and Bill have provided their time and talents to CBIC and have demonstrated they are worth their weight in gold. Combined, they will be platinum-level providers!

Tracey Green, CBIC