Advisory

We deliver world class onsite outsourcing and staffing solutions, serving some of the world's largest tax consulting and advisory firms, including the Big 4.

Services

Onsite outsourcing and staffing solutions.

Advisory workplaces are rapidly evolving hybrid models, from flexible seating to 100% hoteling, and subsequently making digital transformation a business priority.

Forrest Solutions is leading the way, helping our clients reimagine the office as a destination for connecting and collaborating or just to focus, and providing a suite of services designed to attract more people back to the office, help our clients hire and retain staff, and make the office efficient and productive with expert management of digital transformation and supporting document services for hybrid working environments.

WPX

We are the market leaders in onsite, outsourced WPX for advisory clients.

Workplace experience is next level hospitality, a high engagement, white-glove service that transforms your office into a destination. It helps organizations attract and retain top talent and make a hybrid workplace efficient and productive.

Meet & Greet

  • Security & Reception
  • Badge & Announce

Guest Transition

  • Lobby Concierge
  • Hot Desking
  • Meeting Room Booking
  • Business Services

Guest Destination

  • Workplace Concierge
  • AV Support
  • Community Spaces
  • Hot Desk Maintenance
  • Food, Beverage & Events
Workplace Experience
Digital Document Center

Digitization and document services that support an increasingly hybrid workforce.

Superior office services are table stakes. We raise the bar with our signature, white glove service delivery model that ensures only the highest level of talent and attention to detail are executed at every level, every time.

 

  • Information Governance & Records Management
  • Mailroom & Logistics Services
  • Printing, Reprographics and MFD Fleet Management
Digital Document Center
Support Services

We know people and process.

We design seamless people + process support services solutions that set the industry standard for quality, efficiency and combine it with an unmatched flexibility to scale to your organization’s exact needs.

 

  • Compliance Services
  • Data Entry
  • Virtual Call Centers
  • Innovation Centers
  • Training Centers
  • Virtual Moderators
Support Services
Administrative Support

Delivering exceptional, onsite administrative support efficiently and cost-effectively

Leading advisory firms trust Forrest Solutions to deliver exceptional administrative support talent to help them adapt to a rapidly evolving landscape. We provide our professionals unmatched, world class professional development, engage our clients in a business model that optimizes cost-effectiveness, ensures flexibility, and increases attorney satisfaction with our in-office presence.

Administrative Support

  • Accounts Payable Support
  • CRM Management
  • Email/Contact Management
  • Expense Reimbursement
  • Meeting Set-Up & Calendar Management
  • Month & Year End Support
  • Pre-Bill Processing & Billing
  • Time Entry
  • Travel Bookings

Document Processing

  • Document Comparisons
  • Hyperlinking/Closing Binders
  • Presentation Formatting & Enhancement
  • Proofreading
  • Word Processing
Key Service

Compliance

Our experts design processes and deploy teams skilled in third party due diligence, risk assessment and contract repapering for regulatory events to keep organizations ahead of rapidly emerging compliance requirements.

 

  • KYC (Know Your Customer)
  • AML (Anti-Money Laundering)
  • OFAC (Office of Foreign Assets Control)
  • Compliance Specialists
News & Insights

Check out our latest news and insights!

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News

Reimagining the Workplace Experience for Advisory Firms: Balancing Real Estate, Flexibility, and Talent Retention
Case Study

Forrest Solutions: The Value and Impact of the Industry’s Leading Recruitment Engine on Strategic Staffing and Outsourcing
Case Study

From Pilot to Nationwide Success: The Impact of Forrest Solutions’ WPX™ on a Leading Professional Services Firm
News

Driving Innovation: AI’s Role in Redefining Workplace Experience at CPA and Advisory Firms
News

Beyond Office Walls: How Workplace Dynamics Shape Firm Brand Identity and Culture
Event

Webinar – How to Successfully Deliver a World Class Workplace Experience Talent Model: The Three Pillars
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