Transform Your Small Business With Strategic Business Coaching
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Strategic Advisory and CFO Services
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 Virtual CFO and Advisory services provide you that valuable financial advice at a fraction of the cost – a perfect bridge for this stage of your company’s growth.
You can expect to see…
Increased ease at knowing an expert is on the team overseeing and protecting the financial side of your business
Nancy & Rand G.
Before we started working with Bob, we felt our accountant pushed our work and communication to their subordinates. However, we quickly realized Bob was hands-on and will get to know your entire financial situation. As both a business owner and a W2 employee, we sought a CPA with extensive expertise in these areas. We found this level of experience and a proactive communicator when we found Bob. It wasn’t just a once-a-year meeting anymore, and now after many, many years with Bob as our CPA, he handles our children’s tax planning and preparation too.
Les R., VP of Sales for a Technology Firm
When we first began working together, I had unique financial circumstances. Therefore, I needed someone who would dig in and work through the questions I was facing. And I didn’t want to be in a situation where I was second-guessing or wasting money. Bob brings a broader set of knowledge. He can speak to financial planning, insurance, corporate tax, M&A, and more. Bob is mindful in his considerations, he is incredibly responsive, and I feel I get the expertise I want at a fair price.
Greg G., Commercial Real Estate
Many years ago, we found Bob when our previous accounting firm shut down, and we needed to get some auditing work done. We have family businesses and commercial properties. Bob has a lot of energy, extremely knowledgeable, and he shares his knowledge freely. He asks many questions, makes suggestions, and provides recommendations. This information gives me the confidence to make informed decisions. Now, all of my children are with him too!
Barry G., Multi-entity Business Owner
I run various hospitality and property management businesses made up of several different entities, making our taxes complex and dynamic. I have confidence that Bob is looking at my entire situation. Bob and the Cohen CPA Strategies LLC team not only do proactive planning, but they also did a retroactive tax analysis that resulted in amending some returns and the receipt of some refunds. He does a great job with the data and keeping everything straight, not to mention intellectual fortitude. Now, many of my family members who own businesses also work with Cohen CPA Strategies LLC. I have and will continue to refer people to Cohen CPA Strategies LLC for tax services.
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