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Financial Clarity.
Strategic Growth.
Built With Precision.

Veteran- and minority-owned CPA firm providing tax planning, bookkeeping, and CFO-level financial strategy to entrepreneurs, professionals, and small businesses across North Carolina and beyond.

Schedule a Free Consultation
Certificate iconCertified Public Accountant - North Carolina
Experience icon10+ Years in Audit, Corporate Accounting & Strategic Advisory
Veteran iconVeteran-Owned | Minority-Owned
Trust iconTrusted by clients in Health Care, Retail, Hospitality & SaaS

Meet the Firm

Why I Started My Firm

I founded this firm to give business owners strategic financial insight and structure—without the corporate layers. You get personal attention, real clarity, and trustworthy support. I want to equip entrepreneurs with the tools, confidence, and expert advice they need to grow smart and strong.

Core Values

  • Accuracy

    GAAP-compliant numbers you can trust.

  • Integrity

    Always honest, ethical, and transparent.

  • Strategy

    Insight that drives real growth.

  • Charisma & Care

    Respectful, professional, and genuinely supportive.

Silver Tier Badge QuickBooks Certification Badge
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Service Packages

Choose the package that aligns with your business stage and financial needs.

Foundation Focus

$500-$750/month

Ideal for startups & solo entrepreneurs needing monthly support.

Includes:

  • Monthly QBO transaction categorization
  • Bank/credit card reconciliations
  • Monthly P&L + Balance Sheet
  • Annual tax prep (business + owner)
  • 30-min quarterly check-ins
Popular

Growth Partner

$1,250-$1,750/month

Ideal for small businesses scaling past $250K/year.

Includes:

  • Everything in Foundation Focus
  • Monthly close + review call (60 min)
  • Custom KPI dashboard
  • Business tax planning strategy
  • Quarterly tax estimates & support
  • IRS correspondence handling
  • 48hr email support
Choose Plan

Visionary Advisor

$2,500-$4,000/month

Ideal for 6-7 figure businesses needing strategy.

Includes:

  • Everything in Growth Partner
  • Strategic forecasting & budgeting
  • Monthly KPI + cash flow analysis
  • Financial modeling
  • Weekly/Biweekly strategy calls
  • Support in team/board meetings
  • Tax entity strategy optimization
  • On-call advisory (reasonable use)
Choose Plan
🧩

À La Carte Services

Enhance your support at any level — no duplication from packages.

ServiceFeeDescription
Catch-Up Bookkeeping (per month)Starting at $150/monthClean up prior months/years to get books current
S-Corp Election Setup + QBO Integration$600 – $1,000 (flat)For LLCs ready to optimize tax treatment
Quarterly Estimated Tax Package$400/quarterCovers federal & state estimated payment planning
Entity Structure & Tax Strategy Consult$250One-time strategy session on how to structure for scale & savings
IRS/State Notice Response$150 per noticeResponse and strategy to resolve IRS/state letters
1099 Filing (up to 10 contractors)$150 base + $15/formAnnual contractor filing support (January deadline)
Loan/Grant Application Support$300+Financial reporting and narrative for access to capital
One-Time Budget/Forecast BuildStarting at $750Projections for growth, hiring, or strategic planning
Custom Financial SOPs & Systems Setup$600 – $1,200Design workflows and connect tools to scale operations
Executive Comp Planning$750For S-Corp owners or LLC partners planning tax-smart payouts
Board or Investor Financial Deck$500 – $750Presentation-ready visuals with insights for fundraising or reporting
Exit Planning Consultation$500Early-stage guidance to prepare for sale, succession, or legacy strategy

Notable Wins

Real results. Strategic precision. Bold execution.

💼

Secured $2.89M in capital for a virtual kitchen launch—turning vision into funded reality.

📊

Cut reporting time by 80% by leading a full-scale system overhaul with Restaurant365.

📈

Boosted collections by 15% through sharp contract analysis and operational upgrades.

🔍

Implemented ASC 606 while maintaining 98% forecast accuracy—proving compliance can be strategic.

Ready for financial clarity and growth?

Schedule a free consultation to discuss your business needs and how I can help you achieve your financial goals.

Contact Information

+1 (704) 390-0835
robert@cochrane-cpa.com
Charlotte, NC
Book a meeting

Office Location

Charlotte, NC
Veteran-OwnedMinority-Owned

Virtual and in-person meetings available upon request.

About Our Company

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Developed By: GiveTurn

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Opening Hours

Sun - Thu :

09:00 - 05:00

Friday :

09:00 - 03:00

Saturday :

Holiday (Closed)

Contact Us

Quick Links

Financial Clarity & Strategic Growth

Foundation Focus Plan Details

$500-$750/month

The Foundation Focus plan is perfect for small businesses and solopreneurs who need reliable monthly bookkeeping and annual tax support. This package ensures your financial records are accurate and up-to-date, giving you peace of mind and allowing you to focus on growing your business. Services include full transaction management, reconciliations, standard financial statements, and quarterly strategy sessions to keep you on track.

This plan includes:
✅ Monthly QBO transaction categorization
✅ Bank/credit card reconciliations
✅ Monthly P&L + Balance Sheet
✅ Annual tax prep (business + owner)
✅ 30-min quarterly check-ins

Prices may vary based on business size and complexity. Contact for a personalized quote.

Contact to Get Started

Growth Partner Plan Details

$1,250-$1,750/month

The Growth Partner plan is designed for businesses that are scaling and need more comprehensive financial oversight. Beyond the basics, this package includes deeper analyses, customized reporting, proactive tax planning, and faster support. We’ll work together to identify the key metrics that drive your business and help you make data-driven decisions for sustainable growth.

This plan includes:
✅ Everything in Foundation Focus
✅ Monthly close + review call (60 min)
✅ Custom KPI dashboard
✅ Business tax planning strategy
✅ Quarterly tax estimates & support
✅ IRS correspondence handling
✅ 48hr email support

 

Prices may vary based on business size and complexity. Contact for a personalized quote.

Contact to Get Started

Visionary Advisor Plan Details

$2,500-$4,000/month

The Visionary Advisor plan provides CFO-level strategic support for established businesses with complex financial needs. This comprehensive package includes advanced financial planning, detailed modeling and forecasting, regular strategy sessions, and representation in key meetings. We’ll work as an integral part of your leadership team to drive financial strategy and optimize for growth and profitability.

This plan includes:
✅ Everything in Growth Partner
✅ Strategic forecasting & budgeting
✅ Monthly KPI + cash flow analysis
✅ Financial modeling
✅ Weekly/Biweekly strategy calls
✅ Support in team/board meetings
✅ Tax entity strategy optimization
✅ On-call advisory (reasonable use)

 

Prices may vary based on business size and complexity. Contact for a personalized quote.

Contact to Get Started