About KC Chohan

KC Chohan is the Founder of Together CFO, a fractional CFO Services, accounting, and bookkeeping firm based in Los Angeles, California. His CFO strategies have been the best-kept secret of the elite. He’s an expert on CFO strategy and helps high-net-worth families protect their wealth and protect assets. His deep passion for serving others and educating those who are unprotected.

KC pushes himself to find better alternatives and began to learn and understand the strategies of the elite. Since then, his goal has been to provide education and resources to bridge the gap for first-generational wealth, helping solve their pain point of financial literacy.

KC is a writer for Forbes Magazine and a professional speaker, who has been featured in Entrepreneur Magazine, NBC, Yahoo Finance, and Fox News. KC has spoken at many events including, the Accounting and Finance Conference, The Money Show, the California Association of Business Brokers Annual Conference, and many more. He is the resident CFO expert for Sam Oven’s Quantum Mastermind and has been interviewed on numerous cable networks, podcasts, and publications.

KC Chohan is on a mission to bridge the gap of asset protection, and lasting legacy for 1 million business owners.

About

Leadership Team

Shayna
Head CPA

Shayna comes from an extensive background in federal audits which offers her a unique perspective for tax preparation. She applies her MBA and audit experience to provide individuals, business owners, and trust structures with personalized tax strategies. She’s adept at taking a detail-oriented, yet holistic view when it comes to tax planning

Cris
Lead Bookkeeping

He has extensive experience in overseeing bookkeeping and multiple year accounting clean ups. Cris has over 12 years of accounting experience working with big corporations downt to smaller mom and pops His has a great ability to dive deep into the nitty-gritty of debits and credits on bank and credit card statements in order to reconcile and build comprehensible financial statements

Neal
Director of CFO Serivces

Neal has over 20 years of experience in various industries providing leadership, guidance, direction, and expertise to clients and team members. Neal has personally led and transformed the finance departments of startups to publically traded companies and everything in between. He has a vast knowledge of accounting finance and strategy to help enable growth based on numbers.

David
Head of Board of Advisors

In his early 20s, David quickly rose to the top of his game in the business world, becoming a millionaire. David lectured around the globe and saw rapid success in every business project he touched. But something was missing, and in his 30s as a multimillionaire, he went on a rapid downward spiral that ended in bankruptcy. It was only then that David realized, in order to revive and thrive, he needed to codify what had made him successful in the first place. He has since emerged to realize even more rewarding heights of success in business and life.

Adam
VP of Sales

Has been in sales for over a decades, working in engineering along with having his own private practice. His areas of expertise include financial statements, CFO services. He is a avid learner, cigar enthusiast and gym buff.

Together CFO

Our core values

1. Constant improvement
Always getting at least 1% better than we were the day before with the Michael Jordan mindset.

We believe in the core value of constant improvement. We are committed to a philosophy of continuous growth and development, always striving to get at least 1% better than we were the day before. This mindset is inspired by Michael Jordan, who famously said, "I'm not out there competing against the next best player, I'm competing against the person I was yesterday and making sure I'm 1% better every day."

We believe that constant improvement is essential for delivering the best possible service to our clients. We are always seeking out new knowledge and insights, refining our strategies and processes, and learning from our experiences. We believe that by continually pushing ourselves to improve, we can deliver better outcomes for our clients and help them achieve their financial goals more effectively.

Our commitment to constant improvement is reflected in our team culture. We foster a collaborative and supportive environment where everyone is encouraged to share their knowledge and expertise, and we are always seeking out new ideas and perspectives. We invest in ongoing training and education to ensure that our team members stay up to date with the latest developments in tax law and financial planning, and we provide regular feedback and coaching to help everyone reach their full potential.

We believe that constant improvement is not just a core value, but a way of life. We are passionate about our work and dedicated to helping our clients achieve financial success. We know that the journey to success is a never-ending process of growth and development, and we are committed to walking that journey with our clients every step of the way.

If you share our commitment to constant improvement and want to work with a team that is dedicated to helping you achieve your financial goals, we invite you to contact us today to learn more about our services and how we can help you save on taxes and optimize your financial outcomes.

2. Lift as you climb
By helping others improve we help ourselves become better leaders.

We believe in the core value of lift as you climb. This value is based on the belief that true success is achieved not by individual achievement, but by lifting up others and helping them achieve their full potential. We believe that by helping others improve, we become better leaders and create a more positive and supportive environment for everyone.

We are committed to living this value every day, both in our interactions with our clients and with each other. We believe that every person has the potential to succeed, and we are dedicated to helping them reach their goals. We are passionate about sharing our knowledge and expertise, and we take pride in seeing our clients and team members grow and succeed.

We believe that lifting as we climb is not just a moral imperative, but also a practical strategy for success. By helping others improve, we create a culture of collaboration and mutual support that benefits everyone. We believe that the success of our clients and team members is directly linked to our own success, and we are committed to creating a culture of shared success.

Our commitment to lifting as we climb is reflected in our team culture. We foster a supportive and collaborative environment where everyone is encouraged to share their knowledge and expertise, and we provide ongoing coaching and feedback to help everyone reach their full potential. We believe that by lifting up others, we become better leaders and create a more positive and impactful organization.If you share our commitment to lifting as you climb and want to work with a team that is dedicated to helping you achieve your full potential, we invite you to contact us today to learn more about our services and how we can help you save on taxes and optimize your financial outcomes. Together, we can achieve great things and create a better future for all.

3. Client commitment
Leveling the playing field between the elites, billionaires and 7-9 figure business owners.

We believe in the core value of client commitment. We are dedicated to providing our clients with a personalized, high-quality service that helps them achieve their financial goals.

Our client commitment is based on a belief in the power of collaboration and mutual support. We believe that by working together with our clients, we can help them achieve their full potential and create a more equitable and prosperous society. We are committed to providing our clients with the highest level of service and expertise, and we take pride in helping them save money on their taxes and protect their assets.

We believe that client commitment is not just a core value, but a way of life. We are passionate about our work and dedicated to helping our clients achieve financial success. We know that our clients come to us with unique financial challenges and goals, and we are committed to developing customized strategies that meet their specific needs.

Our commitment to client commitment is reflected in our team culture. We foster a collaborative and supportive environment where everyone is encouraged to share their knowledge and expertise, and we are dedicated to ongoing training and education to ensure that our team members stay up to date with the latest developments in tax law and financial planning. We believe that by providing our team members with the tools and resources they need to succeed, we can provide our clients with the best possible service.

If you share our commitment to client commitment and want to work with a team that is dedicated to helping you achieve your financial goals, we invite you to contact us today to learn more about our services and how we can help you save on taxes and optimize your financial outcomes. Together, we can create a more equitable and prosperous future for all.

Reviews

What others are saying about us

Together CFO helped me clean up my books, create a budget and keep on top of my numbers.

— Larry S.

We protected our assets and final understand our cash flow.

Sean K

Love the simplicity of the service and the prompt customer support. We can’t imagine working without.

— Renee W.

We save so much money by having a monthly report and meeting about our numbers. So we can make better financial plans.

— Beth W.

Having this team helped my sell my business for so much more as we could easily show the numbers.

— Pat F.

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