Confidently Grow and Protect your Business and Family’s Wealth
We work with business owners and their families to help manage, expand, and safeguard their finances.
The Kölnen & Co. Difference
Strategic Guidance
You deserve more than just bean counters, backward-looking analysis, and someone to help file taxes. We go beyond just tax compliance and historic financial reporting to provide you proactive, actionable advice.
Transparent Pricing
Life already throws enough curve balls at you. We agree upon pricing ahead of time so our relationship can move forward with confidence and clarity.
In your Corner
You are more than just “one more” client to us. We’re here to partner with you and your business to help in any way you need.
Have you been frustrated by accountants who don’t proactively provide answers to questions such as:
How much free cash do I actually generate in my business? Can I afford to make this investment to grow? How much cash can I distribute at the end of the year?
Do I know how much my business is worth? What is my and my family’s net worth?
Do I have a plan in place to protect and pass on my legacy to the next generation?
When is the last time I reviewed the tax structure I am using? Am I sure that I have optimized my tax situation?
With our suite of services, our clients no longer struggle with the questions above.
Accounting and Tax Services
Accounting and Tax services for businesses and individuals: Tax strategy & compliance, Tax Structuring, Personal Financial Statements and Net Worth Reporting, Bookkeeping, Cash Flow Forecasting, CFO Advisory
Business Advisory Services
Business consulting & advisory services to help your business achieve its long-term goals: Strategy, Defining your mission and vision, articulating your company values, HR recruiting and people management, Process improvement, exit strategies and succession planning.
Family Wealth Services
Trust and Estate Services, Business Ownership Transition, Succession Planning, Private Wealth, Family Wealth Education, Finance, Insurance, Charitable Giving and Philanthropy
We get it - Not having absolute clarity of your financial situation is extremely frustrating.
That’s why we bring a unique, 360-degree approach to our accounting and financial services. It begins with understanding you, your family, and your business’ needs and long-term goals. Our experienced team of finance professionals become true partners with you to help manage, expand, and safeguard your finances.
"Kölnen & Co. are a true partner. They've taken my practice to a new level that my clients appreciate, while reducing my workload. We're glad to have joined them.”
- Richard Roberts
Shaker, Baker & Sons, Founder
"For the first time since we opened, I have a complete understanding of our businesses financial future. Kölnen has become an integral member of our team.”
- Richard Roberts
Shaker, Baker & Sons, Founder
Take Charge of your Financial Future
Schedule a Free Discovery Call – See if we are a good fit for you and help us understand your business and family needs.
Review and Sign your Customized Plan – Let’s make sure we are both on the same page before we begin working together.
Grow your Business and Family Wealth - Start finally getting clarity and forward-looking insights into your business and family’s financial position!
At Kölnen & Co., we know that you want to be a steward for your family and captain of your industry.
In order to do that, you need clarity of your complete financial situation. The problem is that, up until now, you have only received backward-looking accounting and tax services. It can feel like you are totally in the dark, not having faith in your numbers or the full picture to make decisions with confidence.
We believe that it is immoral for a business to be paying for an accountant or CFO and not have a clear picture of how much cash your business needs and generates… and how this impacts your family’s wealth and well being.
We understand how frustrating it can be to have been paying top dollar for accounting services and still not have timely, accurate information to make good decisions with. That’s why Kölnen & Co. brings its 360-degree approach to get a full understanding of your financial picture and long-term goals; so that we can empower you with forward-looking advice.
Here’s how we do it:
Free Consult: The free, no obligation Discovery Call, will let us see if we are a good fit for each other. It will help us understand your business and family needs and long-term goals, while also giving you the opportunity to assess if we would be a good partner for you.
Customize: We will build your customized plan together, and then you will review and sign before any work begins. Let’s make sure we are both on the same page before we begin our relationship.
Grow: Grow your Business and Family Wealth - Start finally getting clarity and forward-looking insights into your business and family’s financial position!
So, schedule a free discovery call today, and go from driving your business by looking in your rear-view mirror to having a clear roadmap for your family and business’ financial future.
And in the meantime, sign up for Kölnen & Co. Insights: Free, short weekly emails with ideas and perspectives for entrepreneurs who are growing their business and family wealth.