ACCOUNTING
Forge Business Exchange · January 29–31, 2027 · Charleston, SC
ProfitView gets your numbers right. Forge Business Exchange is where you learn what to do with them, right alongside other owners who are building too. Two and a half days of high-energy keynotes, real peer exchange, and rapid-fire sessions with zero fluff.
Dates
Jan 29–31, 2027
Location
Charleston, SC
Format
2.5 days
Lead speaker
Dan Greer
Why a bookkeeping company is sending you to an event
We don't believe in letting owners learn the hard way. Not the numbers. Not any of it.
Clean books tell you where you stand. But growing a company also means leading people, selling without being pushy, building systems that run without you, and remembering why you started in the first place.
We learned most of that the hard way too. Forge Business Exchange is where we hand it over: the lessons, the frameworks, and a room full of owners who are in the same fight you are.
The seven pillars
The event is built around seven pillars, in the order owners need them. It starts where ProfitView lives: the money.
Steward it well. Know your numbers. Build profit with purpose.
Tell the truth well. Serve the right people. Build a reputation worth having.
Solve problems. Create value. Don’t manipulate people.
Lead people like people matter, not like payroll numbers.
Build order out of chaos. Keep your word. Create accountability.
Build something bigger than you without losing yourself.
Why are you building it in the first place?
What it's like
Straight talk from owners who’ve built real companies, starting with Dan.
Time with other owners working through the same problems you are. The hallway conversations are the point.
Short, practical, no fluff. Walk out with things you can put to work on Monday.
Forge Business Exchange
January 29–31, 2027. Get dates, tickets, and speaker updates.
ProfitView Accounting
Start with a Financial Assessment and walk into the room with a clear view of your business.