“PART TIME CFO” SERVICES (MEMBERSHIP RETAINER PLANS)

FULL-TIME CFO

YOU GET ALL THE BENEFITS OF A FULL-TIME CFO…AT A PART-TIME PRICE!

At some point, your business will reach a point where it would benefit from the advice of a full-time Chief Financial Officer, but you won’t quite be ready to spring for the near $100,000 price tag (plus bonuses and benefits).

Congratulations if your business has reached this point!

We are pleased to be able to offer you the benefits of a CFO without the hefty price tag. Our part-time CFO services provide you that valuable financial advice at a fraction of the cost – a perfect bridge for this stage of your company’s growth.

With our part-time CFO services, you can expect to see…

  • increased ease at knowing an expert is on the team overseeing and protecting the financial side of your business
  • more time to focus on your business growth – developing new services, attracting new customers, and dealing with other core business issues.
  • an enhanced understanding of the financial side of your business, giving you the power to manage the hard and true numbers of your financial picture to obtain the best benefit for your business.
  • an expert to help guide you through tough business decisions and to help you clarify your business plan.
  • a specialist who will train and manage your accounting staff, leaving you with one less aspect of the business to absorb your valuable time.
  • enhanced budget preparation and monitoring.
  • profitability analysis per type of products and service lines your business offers.
  • tips and strategies for saving on taxes.
  • assistance in long-range planning and the development and prioritization of goals.
  • better cash management.
  • a dedicated member of your team to interact with bankers, attorneys, vendors, etc.
  • someone to review and negotiate everything from insurance policies to financing options and rates.
  • the development of accounting procedure manuals.
  • implementation of collection advice policies and procedures.
  • analysis of everything from equipment purchases to expansion plans and mergers and acquisitions possibilities.

LET US HELP
APPOINTMENT

READY TO COME IN FOR AN APPOINTMENT?​

Our schedule is very full…but if you call us at (704) 599-3355 or email us we’ll give you two options for coming in right away! We will NOT make dealing with a tax professional as painful as it’s been in the past!

CALL US
Testimonials

What Our Clients Are Saying

KohariGonzalez PLLC have been doing my taxes for at least three years! They are very professional and very kind! They explain everything and answer any questions you might have. I would definitely recommend them as they are excellent CPAs! Sincerely Ruth 

They are very professional

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Ruth C

I own a small business. VERY small. And yet they treat me as if I'm on the Fortune 500. Couldn't be more satisfied.Couldn’t be more satisfied

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Bill Y

Excellent customer service. They not only prepare our tax returns for business and personal but they also do our bookkeeping! We couldn't operate without them! Excellent customer service

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Holly M

We began using this firm two years ago. They have been more than helpful and go out of their way to make the process of filing taxes, payroll, etc much easier. They are very thorough with everything that is done in the office. Thankful to have them doing both our business and personal filings. Thank you. Much easier

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Moni C

I worked with CPA Sara Gonzalez on an intricate tax audit, and she was courteous and thorough in representing me and in working with the IRS agent to come to a reasonable resolution... Sara and her team organized my returns and presented them in a professional understandable manner, which is hugely important to overworked IRS agents. I highly recommend Kohari and Gonzalez and continue to work with them on my annual tax returns. She was courteous

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Don H

They have provided me with excellent service throughout the years they have been my CPA. I started a business and their guidance has been very advantageous to my company growth and peace of mind since they not only prepare my taxes but also do all of our bookkeeping! I highly recommend them. Their guidance has been very advantageous

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Sue R

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