Kotso Consulting
Strategic Financial Leadership for Growth-Stage Ventures
Kotso Consulting bridges the gap between Big 4 executive leadership and entrepreneurial velocity. We provide transparent, value-based pricing across three distinct service offerings, led by former Deloitte & EY professionals.
✔️ Licensed CPA
✔️ Big 4 experience (Deloitte & EY)
✔️ IRS representation expertise
The Kotso Methodology: The Triple-A Framework
How We Architect Your Growth
Before diving into individual services, we apply a proprietary methodology designed to move your business from “historical record-keeping” to a high-value financial asset.
ASSESS
We perform a comprehensive audit of your current balance sheet health and tax exposure.
ALIGN
We implement Big 4 internal controls and cloud-native tech stacks to ensure data integrity.
ACCELERATE
We provide the executive leadership needed to drive valuation and exit-readiness.
Strategy: Executive Leadership
Strategic Solutions
High-impact strategy for scaling and exit-readiness.
Fractional CFO Leadership
We move you beyond “recording history” to architecting your future. We provide the executive oversight needed to manage burn rates, navigate capital raises, and communicate with boards/investors.
Investment: Starting at $5,000/mo
KPI Dashboarding & Advisory
Data is useless without visibility. We replace static PDFs with live, cloud-native data visualization to track the unit economics that actually drive valuation.
Investment: Starting at $2,500
Entity Selection & Systems Consulting
We architect your back-office tech stack and determine the optimal legal entity structure to ensure your balance sheet is optimized for the Internal Revenue Code.
Investment: Project-based starting at $1,500
Operations: Managed Accounting
Big 4 standards for day-to-day data integrity and internal controls.
Controller Services
Advanced oversight to prevent fraud, margin erosion, and financial leaks. We implement Big 4 internal controls to ensure stakeholder data is 100% reliable.
Investment: Starting at $3,000/mo
Managed Monthly Accounting
A disciplined “Month-End Close” process ensures your balance sheet and P&L are accurate and closed by the 10th of every month.
Investment: Starting at $1,500/mo
CPA-Led Bookkeeping
Led by CPAs to ensure timely and high-integrity transaction coding. We focus on data hygiene to ensure your year-end tax filing is a “non-event.”
Investment: Starting at $500/mo
Tax: Strategic Defense
Led by Todd Breckel, CPA | IRS advocacy and proactive wealth preservation.
Tax Planning
Proactive strategy to navigate the 2026 tax law reset and multi-state nexus issues while preserving your balance sheet equity.
Investment: Starting at $2,500/yr
Tax Preparation
Technically precise filings for S-Corps, C-Corps, Partnerships, and LLCs optimized for the current regulatory landscape.
Investment: Starting at $1,200/filing
Tax Resolution
Put a 4 decade tax expert between you and the agency. We provide elite defense for audits, liens, and federal notices to protect your assets.
Investment: Starting at $2,500
Strategic financial solutions FAQ Section
What is the difference between a bookkeeper and a Fractional CFO?
A bookkeeper records historical transactions. A Fractional CFO from Kotso Consulting uses that data to architect your future. We focus on high-level strategy, such as 12-month rolling forecasts, burn rate optimization, and preparing your balance sheet for capital raises or an exit.
Why should I choose a former Big 4 CPA over a local firm?
Former Deloitte and EY professionals bring a level of technical rigor and internal control standards that local firms often lack. We apply institutional-grade methodologies to growth-stage ventures, ensuring your financial foundation can withstand the scrutiny of audits, investors, and the IRS.
How does your IRS Representation process work?
Led by Todd Breckel, CPA, we act as your technical shield. Once engaged, we file a Power of Attorney so the IRS must communicate with us directly, not you. We then perform a deep-dive transcript review to resolve audits, liens, or notices through aggressive advocacy.
Can you help with the 2026 Tax Law Reset?
Yes. Most of the TCJA provisions are set to expire or change in 2026. Our Proactive Tax Planning service specifically architects your 12-month mitigation strategy now to preserve your balance sheet equity before the sunset occurs.
What is the "Triple-A" Framework?
It is our proprietary onboarding process: Assess (audit your data and tax position), Align (implement Big 4 internal controls and tech stacks), and Accelerate (provide ongoing executive leadership to increase enterprise value).
Do you handle multi-state tax nexus?
Yes. For modern ventures operating across state lines, we manage the complexities of sales tax and income tax nexus to ensure you stay compliant without overpaying in jurisdictions where you don’t have a physical presence.
How do your fees work?
We believe in transparency. Our services are value-priced rather than hourly. This includes monthly retainers for Fractional CFO and Controller services, and fixed-fee project rates for tax resolution and planning.
Will I have to change my current accounting software?
Not necessarily. While we are cloud-native experts (QuickBooks Online and Freshbooks), our primary focus is on the “Systems Architecture.” We will evaluate your current tech stack and only recommend changes if they are necessary to scale your balance sheet integrity.
Scalable Financial Leadership for Growth-Stage Founders
Don’t settle for historical bookkeeping. Partner with former Big 4 CPAs to architect your future.