Make Wealth a Positive Force in your Life Today and for Generations to Come
We partner with Business Owners, their Families, and their Legal + Financial Advisors to Grow and Protect your Family’s Wealth Across Generations
The Kölnen & Co. Promise
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.
Don’t settle for an accountant who simply files your taxes and doesn’t take a deep dive into your family’s complete financial situation with questions like:
What is my net worth?
Am I properly insured? How do I know?
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?
Am I using debt as effectively as I should? Do I have too much? Too little?
Kölnen & Co.’s holistic planning approach takes a 360-degree look at your personal and financial circumstances.
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
Your family’s financial life is unique and remarkably complex.
That’s why we bring a unique, 360-degree approach to our accounting and financial services. It begins with understanding you and your family’s dynamics, needs, long-term goals and the legacy you wish to create. 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 Control of your Family’s Financial Future
Schedule a Free Discovery Call – See if we are a good fit for you and help us understand your family needs and personal objectives.
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 shepherd your family’s wealth for generations to come.
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 the full picture of your financial circumstances to make decisions with confidence.
No business owner should pay an accountant only to end up not having a clear picture of the different factors affecting your financial situation and the impact on your family’s wealth and well being.
We understand how frustrating it can be to have been paying top dollar for accounting services and not have complete 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.
Getting a complete understanding of your financial situation doesn’t need to be an arduous process.
Here’s how we make this process easier for you:
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 and Protect your Family Wealth - Start finally getting clarity and forward-looking insights into your business and family’s financial position!Schedule an intro call with us so we get to know each other.
Schedule a free discovery call today and go from the unsure footing of making financial decisions with only limited information to standing on a solid foundation built on a plan that takes your entire financial picture into account.
In the meantime, Kölnen & Co. is happy to extend to you a complimentary review of your 3 most recently filed tax returns to see if there were any savings, inaccuracies or planning opportunities that were missed.