Guiding small business owners towards prosperity with personalized solutions and expert advice.
Our advisors have over 75 years of combined experience as small business owners, and a commitment to client success. We provide comprehensive business consulting services tailored to your unique personal and business financial goals. We love serving freelancers, small business owners and side-hustlers who are passionate about what they do.
Unlock the potential of your business with our range of strategic financial services for your business and your life.
Navigating the financial landscape of running a business and
household can be overwhelming. Balancing income, expenses, taxes, and savings
goals can often feel like a never-ending cycle, leaving little room to focus on
the bigger picture.
At CoganWorks, we offer a unique blend of high-tech
solutions and personalized service. As a boutique business and financial
consulting firm, we're dedicated to clients who value a relationship beyond
mere number crunching. Together, we'll identify your financial goals—both
personal and professional—and create a strategic plan to achieve them.
Stay informed and stress-free as we keep you updated on the
latest tax laws and financial regulations. Our team is here to handle the
complexities so you can focus on what truly matters.
Find answers to common inquiries about our financial advisory services.
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