“PART TIME CFO” SERVICES (MEMBERSHIP RETAINER PLANS)

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

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…
news-17-290x300-1 (2)
  • 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.
Read more here
banner-8-360x280-1
  • 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.
additonal-services-1 (1)

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!

TESTIMONIALS

What Our Loving Clients Are Saying

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!

201634
Holly M

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.

vector-1-1
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.

201634
Sue R

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.

vector-2-1
Bill Y

Kohari Gonzalez 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!

201634
Ruth C

I have trusted my tax filings for 26 years with this firm. I appreciate the quality of work and its accuracy . The IRS , not even once has questioned my tax filings. I also appreciate their time to hear and answer my questions related to the results of the tax year filing. Sara will make the time for you.

vector-1 (1)
Ernie S

Upon relocating to Charlotte NC in 1990 a friend recommended Kohari & Gonzalez to us. Since that time K&G has been the only CPA firm we've used for our personal and business tax preparation and we've been extremely happy with their services. It's always a pleasure to visit their office and their knowledge of IRS codes never fails to impress us. We highly recommend K&G to anyone looking for a quality CPA firm.

201634
Barbara M

I've had 5 cpas over the course of my career as an entrepreneur, and I can by far say that Sara and her team have been the most competent, and have generated the most in tax savings since. Highly recommended! Can't say that enough!

vector-1-1
Brian H