Don’t Waste Time, Money, Or Opportunity. Minimize Risk.
We find that most businesses waste money and then spend their time fixing issues that could have easily been avoided. They miss out on tax and business opportunities because they didn’t know the opportunities existed. Many are at risk because they are not compliant with local, state and federal laws. These oversights can be extremely costly.
After 10+ years consulting with entrepreneurs and businesses of all types, we’ve built a framework and collection of tools that get books and taxes in order fast, positioning our clients for mature growth.
You May Ask…
“Are my books in order?”
“Am I compliant with local, state and federal tax payments?”
“Am I taking advantages of all tax saving opportunities?”
“Did we structure our business and shareholder loans in the best way?”
You Want…
Peace of mind and reduced risk.
Hassle-free accounting and tax.
CFO talent without the full time cost.
Someone you can call anytime.
What We Do
We help entrepreneurs start and grow their businesses.
How We Do it
By working with your unique business to understand where you are and where you need to go. We’ll review your books, tax strategy and risk profile to align your accounting practice, positioning you to maximize savings, reduce risk and grow.
Our Process
We’ll identify key objective goals for your business, tax and account strategy. Then visualize ideal outcomes to achieve in 2 to 3 months and reverse engineer a strategic plan and roadmap to achieve those results.
Why It Works.
I’m Kirk Cole. I have 15 years of experience working within Accounting and Finance groups for both public and private companies. Prior to offering independent CFO Consulting services, I worked in Public Accounting as a Certified Public Accountant in a Southern California based financial services firm that offered Audit, Tax, Legal and Consulting services.