FOREsight Financial Services for Good

FOREsight Financial Services for Good FOREsight provides financial services and education to those organizations doing good in their communities.

FOREsight is the product of over eight years of experience serving non-profit charter schools. From this work, we have learned that improving the educational outcomes for children also requires looking outside of the classroom to the community. With this in mind, through FOREsight, we now serve organizations that create social value. Recognition of our team by numerous highly-respected organizatio

ns:
• In Sep 2014, Diversity Journal Magazine named our CFO a Woman Worth Watching.
• In Jun 2014, SmartCEO magazine named our CFO as Accountant of the Year.
• In Jun 2014, the Asian American Business Development Center named our CEO one of the 50 Outstanding Asian Americans in Business.
• In May 2014, SmartCEO magazine awarded our COO an Executive Management Award.
• In Nov 2013, the New York Chapter of the National Black MBA Association named our CEO Entrepreneur of the Year for his work providing educational opportunity for African-American students in New York City.
• In Nov 2012 and 2013, Crain’s NY Business named us one of the Best Places to Work in NYC.
• In Sep 2013, our COO was named a Woman Worth Watching by Diversity Journal magazine.
• In Aug 2013, Inc. magazine named us one of the fastest growing companies of 2013.
• In Aug 2013, we became a Certified B Corporation, one of over 1,100 organizations around the world using business to solve social and environmental problems.
• In Jun 2013, Crain’s NY Business named our Founder one of the Top Entrepreneurs of 2013.
• In Feb 2013, we graduated from the Goldman Sachs 10,000 Small Businesses program, which is a $500 million initiative to help small businesses grow and create more jobs.
• In Apr 2011, our CEO was named the Small Business Person of the Year for the New York district of the U.S. Small Business Administration.
• In Mar 2009, the U.S. Chamber of Commerce named us the Small Business of the Year for the Eastern region.
• Our team has presented countless trainings at conferences/seminars in NY, NJ, CO, DC, FL, GA, IL, IN, LA, MA, MI, MN, OH, SC, TN and UT.

We were honored to present at the Northeast Regional Boys & Girls Clubs Conference last week!Our session, From Strategic...
10/15/2025

We were honored to present at the Northeast Regional Boys & Girls Clubs Conference last week!

Our session, From Strategic Alliances to Full Integration: Navigating the M&A Spectrum, explored how nonprofit leaders can identify the right type of collaboration to advance their missions. We had a great time connecting with leaders and members of the Boys & Girls Clubs from across the country.

A big thank you to Tom Bromage, Stacy Blackmon, and George Krupanski for welcoming us and for the opportunity to share the stage. It was inspiring to connect with so many passionate leaders and hear firsthand about the incredible work happening across Boys & Girls Clubs. We’re so grateful for the opportunity to be part of this event and are excited for the future of the Boys & Girls Clubs of America.

Tomorrow, Karen Daniels and Steve Reid will join George Krupanski at the Northeast Regional Boys & Girls Clubs Conferenc...
10/08/2025

Tomorrow, Karen Daniels and Steve Reid will join George Krupanski at the Northeast Regional Boys & Girls Clubs Conference. They’ll be sharing insights on how nonprofits can approach mergers & acquisitions to understand how a range of approaches, from collaboration to full integration, may best serve their mission.

https://podcasts.apple.com/us/podcast/nonprofit-lowdown/id1436858854?i=1000628246621In this episode, we're talking all t...
09/27/2023

https://podcasts.apple.com/us/podcast/nonprofit-lowdown/id1436858854?i=1000628246621

In this episode, we're talking all things budgeting, fundraising, and shaking that scarcity mindset! Raj Thakkar shares his 10-step framework for getting – and staying – fiscally fit. I know it sounds intimidating but I promise it’s way more empowering than it is scary.

‎Show Nonprofit Lowdown, Ep #254 - Being Fiscally SeCURE with Raj Thakkar - Sep 18, 2023

Are you the type of leader who takes pride in handling every aspect of your organization? From HR to financials and mark...
09/27/2023

Are you the type of leader who takes pride in handling every aspect of your organization? From HR to financials and marketing, does the buck stop with you? While it may seem commendable, holding onto control might be hindering your business growth. Step into the world of Janneh K. Wright and special guest Raj Thakkar as they discuss how they beat “Founders Syndrome” and strategically moved from business stagnation and burnout to organizational success.

‎Show Wright on the Money w/ Janneh K. Wright, Ep From Operational Overload to Strategic Leadership: Trusting Your Team w/ Today While You Shape Tomorrow - Jul 21, 2023

Our CEO and Founder, Raj Thakkar, founded CSBM-FOREsight 17 years ago to empower organizations with VITAL knowledge and ...
03/28/2023

Our CEO and Founder, Raj Thakkar, founded CSBM-FOREsight 17 years ago to empower organizations with VITAL knowledge and services to understand and practice responsible financial management. We couldn't be more grateful for our wonderful team and supportive clients. Cheers to many more!

We are deeply honored that our Founder & CEO, Raj Thakkar, has been ranked as one of Big Path Capital’s (https://www.big...
03/08/2023

We are deeply honored that our Founder & CEO, Raj Thakkar, has been ranked as one of Big Path Capital’s (https://www.bigpathcapital.com/) 2023 MO 100 Top Impact CEOs! The award identifies the 100 most impactful leaders catalyzing positive social and environmental change through the dynamic companies they run. At Charter School Business Management and FOREsight Financial Services for Good, our work is driven by consideration for people and planet, and it is exciting to see so many other winners who share the same impact-minded philosophy: https://mo-summit.com/mo100-ranking-list-2023/

We are proud to be featured on B Corp U.S. & Canada’s newest web section devoted to “Black, Indigenous, and People of Co...
09/28/2021

We are proud to be featured on B Corp U.S. & Canada’s newest web section devoted to “Black, Indigenous, and People of Color Resources!” B Corp dedicated this space to “uplifting Black, Indigenous, Asian-American/Pacific Islander and Latinx companies within the B Lab community and providing them with opportunities to enhance their experiences within the business world.”

FOREsight is a People of Color owned business and is staffed almost 100% by teammates from diverse backgrounds (per the often-utilized eight identifiers).

To read more: https://foresight.nyc/news/fs-featured-by-b-lab-with-fellow-bipoc-led-b-corps/

To view the website and learn more: https://bcorporation.net/black-indigenous-people-of-color-resources

To see our feature: https://bcorporation.net/csbm

NEW YORK, NY, September 21, 2021 – FOREsight Financial Services for Good (FOREsight) is currently featured on B Corps’ web page for Black, Indigenous and People of Color Resources.

We are hiring Accounting Managers & Accountants! Connect with us now at NYSSCPA's Virtual Career Fair to speak with us a...
09/24/2021

We are hiring Accounting Managers & Accountants! Connect with us now at NYSSCPA's Virtual Career Fair to speak with us and learn more!

You can now visit NYSSCPA's first Career Fair page. This event allows job seekers and recruiters to easily connect on a dynamic platform so you can meet and interview online without travel. Visit the page to watch the video and learn how it will work! Register in advance to meet with these recruiting managers: https://nysscpacareerfair21.vfairs.com/

Check out some of our exhibitors:
Buchbinder Tunick & Company LLP
Charter School Business Management
Grassi
Citrin Cooperman
EisnerAmper
Farkouh, Furman & Faccio LLP
Marcum LLP
PKF O'Connor Davies, LLP
RBT CPAs, LLP
Robert Half
Rosenfield and Company PLLC
Schultheis & Panettieri, LLP
Tronconi Segarra & Associates LLP
Ursula Serluca CPA, LLC
Victor J Cannistra, CPA, PC
Weaver
Withum

FOREsight Financial Services for Good/Charter School Business Management is hiring Accounting Managers & Accountants! Fi...
09/23/2021

FOREsight Financial Services for Good/Charter School Business Management is hiring Accounting Managers & Accountants! Find us at NYSSCPA's Virtual Career Fair tomorrow to speak to us and learn more!

You can now visit NYSSCPA's first Career Fair page. This event allows job seekers and recruiters to easily connect on a dynamic platform so you can meet and interview online without travel. Visit the page to watch the video and learn how it will work! Register in advance to meet with these recruiting managers: https://nysscpacareerfair21.vfairs.com/

Check out some of our exhibitors:
Buchbinder Tunick & Company LLP
Charter School Business Management
Grassi
Citrin Cooperman
EisnerAmper
Farkouh, Furman & Faccio LLP
Marcum LLP
PKF O'Connor Davies, LLP
RBT CPAs, LLP
Robert Half
Rosenfield and Company PLLC
Schultheis & Panettieri, LLP
Tronconi Segarra & Associates LLP
Ursula Serluca CPA, LLC
Victor J Cannistra, CPA, PC
Weaver
Withum

Find us at New York State Society of CPAs' Virtual Career Fair this Friday, 9/24!
09/21/2021

Find us at New York State Society of CPAs' Virtual Career Fair this Friday, 9/24!

You can now visit NYSSCPA's first Career Fair page. This event allows job seekers and recruiters to easily connect on a dynamic platform so you can meet and interview online without travel. Visit the page to watch the video and learn how it will work! Register in advance to meet with these recruiting managers: https://nysscpacareerfair21.vfairs.com/

Check out some of our exhibitors:
Buchbinder Tunick & Company LLP
Charter School Business Management
Grassi
Citrin Cooperman
EisnerAmper
Farkouh, Furman & Faccio LLP
Marcum LLP
PKF O'Connor Davies, LLP
RBT CPAs, LLP
Robert Half
Rosenfield and Company PLLC
Schultheis & Panettieri, LLP
Tronconi Segarra & Associates LLP
Ursula Serluca CPA, LLC
Victor J Cannistra, CPA, PC
Weaver
Withum

We are excited to share that Steve Reid, FOREsight's Chief Growth Officer, has been presented the Black Leaders Worth Wa...
01/15/2021

We are excited to share that Steve Reid, FOREsight's Chief Growth Officer, has been presented the Black Leaders Worth Watching award by Profiles in Diversity Journal! Celebrating his 15th year with us this year, Steve is the longest tenured team member and has contributed innumerably to our success. Congrats, Steve!!!

Steve can be found on the cover and p. 22 in the issue: https://issuu.com/diversityjournal/docs/pdj-fall_20

For more info: https://foresight.nyc/news/steve-reid-named-2020-black-leader-worth-watching-by-profiles-in-diversity-journal/

Address

237 W 35th Street, Ste 301
New York, NY
10001

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