About

About KC Chohan

If you could imagine a kid growing up in the countryside of England, lots of beautiful green fields and rolling hills running around playing in the mud with his dog, that was basically Kc as a kid. His hopeless curiosity and desire to grow led him to be interested in business, specifically big business with big problems to solve because he loves solving problems and really pushing what people consider the limits.

Kc ended up getting a degree in business and finance thinking that those two combined would be a great skill set to understand and thrive in business, not anticipating or thinking he would start an accounting firm.

He then went in the direction of being a boring accountant and working on bookkeeping – which makes most people have a visceral cringe when mentioned, “Oh dam, that sounds terribly boring.” It was a great opportunity, not something he could say no to especially as he had the job before he had even finished university.

It was very difficult to say no to an immediate paycheck but…

Becoming an accounting as you can probably imagine was kind of miserable doing the same thing day in day out because HE REALIZED that he had so much more to offer than just hiding in the books.

It became apparent to Kc that this was not aligned with his unique disposition and personality and one thing he believes in strongly is that to be successful, people need to live in a place they thrive.

Read More About KC

Kc is so much more of an outgoing people person that an introvert and wanted to become an entrepreneur so that he could understand how to build a sustainable business.

Unlike everybody else from his university program who moved to London or Dubai and basically just worked in finance and investment banking, Kc moved back to his home town Middlesbrough. After working at an accounting firm he quickly realized this was not a great fit for what he wanted out of life, going back to his unique personality he knew that he needed a place to have a bigger impact so he then moved into management accounting for a big Fortune 500 company called Flowserve.

After 8 years working with Flowserve relocating 2 times domestically and then eventually internationally to Los Angeles Kc had enough of the corporate lifestyle and wanted to try something new.

For almost a decade he had been performing:
– Month-end close
– Cashflow analysis
– Forecasting
– Budgeting
– Building better systems and processes
– Tax analysis and optimization

By the time Kc left, Flowserve had $4.7 Billion in annual revenue. But Kc got bored with corporate America. Which was very different in the US compared to the UK, and had a focus on maximizing everything instead of optimizing, perception over results,

Kc is all about results over perception.

In 2016 Kc then went into the startup world, working with CEOs of smaller companies than the Billion dollar corporate environment he was used to. Open communication between departments allowed Kc to optimize not just systems and processes but how they interact and create a better culture and desired outcome for the business owners.

Kc started to thrive quickly and realized he could create a much bigger impact working with multiple companies rather than just one. This was definitely Kc’s sweet spot and the deeper he dived into outsourced CFO services and got his client’s amazing results the more people would reach out and ask for advice.

Board of Advisor

David Meltzer

 

In his early 20s, David Meltzer 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.

David Meltzer has created a platform that uses four overarching principles—gratitude, empathy, accountability, and effective communication—and these principles have allowed him to communicate and mentor everyone from college students to c-suite executives. These four principles in everyday practice allow David to live by his mission to “make a lot of money, help a lot of people, and have a lot of fun.”

CPA

Weldon graduated from Loyola Marymount University in Los Angeles, with a Bachelors of Science in Accounting. During his studies he worked at a small public accounting firm in Los Angeles, concentrating in Oil and Gas Partnership taxation. He then moved to Lake Tahoe in 1993 and began working with another small public accounting firm. 

During this period in his career he concentrated on general account work for small business, individual and business in the hospitality industry. In addition during this period Weldon received certification in Networking and Accounting software applications.  

Weldon joined Incline Tech. during February of 1997. While working with Incline he has assisted in implementing an electronic mail server and has successfully administered the local area network as well as the wide area network for the sales person in the field. Weldon’s knowledge of the accounting practices has assisted Incline Tech in implementing accounting policies in preparation of eventually making a public offering.

   

 

Bookkeeping

Sue is known as America’s Financial Management Expert. Her message evolved over 30 years working in banking and finance. She has helped hundreds of people manage their money, eliminate debt, and build their businesses and their lives to create less stress and more financial freedom.  

Sue is very experienced and highly trained in the skills of money management and stewardship. She is a gifted speaker and seminar leader that is both entertaining and knowledgeable. Her insights have helped people to reach and exceed their financial goals sooner than they ever thought possible.  

Sue’s tips can take the scary proposition of finances and turn them into an exciting plan for your future. Imagine the peace of mind that comes with a step by step plan to achieving your goals. Plus she teaches how to do all this without stress and arguments.

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