Free 30-Minute Financial Health Check for Atlanta Small Business Owners
A senior CPA reviews your books and taxes, shows you where you’re overpaying, and hands you a plain-English action plan. Every industry, from your first year to your twentieth. Free, no obligation.
- A tax overpayment scan
- A books check
- Your 3 biggest money leaks
- A written next-step plan
We text you within minutes. A team member follows up Monday–Friday, 9am–5pm.
Get your free Financial Health Check
30 seconds to fill out. We text you within minutes to confirm.
4.6 on Google (32 reviews)·Licensed GA CPA firm · 38 years
30 minutes. A senior CPA. Zero sales pitch.
Most owners find out what their books actually say once a year — at tax time, when it’s too late to fix anything. The Health Check is a working session, not a sales call. You leave with:
A tax overpayment scan
The deductions and elections — S-corp, vehicle, home office, retirement — most owners miss.
A books check
Are your numbers clean enough to make decisions with, or quietly lying to you?
Your 3 biggest money leaks
Ranked, in plain English, with what fixing each one is worth.
A written next-step plan
Yours to keep, whether or not you ever hire us.
Free means free. No invoice, no obligation, no pressure. If we’re not a fit, you still keep the plan.
From click to clarity in three steps
Call or book below
Takes 30 seconds. We text you within minutes to confirm, then a team member, not a call center, follows up.
Your 30-minute Health Check
We review your last return and your books together. Phone or video, your pick.
Get your action plan
What you’re overpaying, what to fix first, and what it’s worth. In writing, same week.
Built for owners who’d rather run their business than do bookkeeping
Businesses of every kind
Retail, restaurants, professional services, medical and dental, agencies, e-commerce, real estate, trades and contractors. If you file a business return, this applies to you.
Owners who outgrew their setup
LLC or S-corp, first hires, revenue climbing. The structure that fit your first year quietly starts costing you money in your fifth.
Anyone with an April-only accountant
A “tax guy” who calls at the deadline, once every decision that mattered is already made. Get year-round eyes on your numbers instead.
Atlanta-area owners who’ve already had the conversation
“I found this firm a few years ago and could not be happier. We have an unusual business model but it took them very little time to understand. Nneka has given me excellent advice for the business and my retirement.”
“They give us monthly financial statements and a standing monthly meeting to review them and plan ahead. They have really helped us stay on track. Best accountant ever.”
“Nneka provided very valuable tax recommendations that saved thousands of dollars we would otherwise have paid the IRS. Very professional and prompt.”
4.6★ average across 32 Google reviews · Family-owned · Senior CPAs, not seasonal preparers
Fair questions
Yes — free, 30 minutes, no obligation. The “catch” is honest: some owners see what we find and hire us. Most who don’t still leave with a plan worth having. Either way, you learn where you stand.
Last year’s tax return and access to your books — QuickBooks, Xero, or even a spreadsheet. Books a mess or nonexistent? That’s fine. That’s half the reason people call.
No. Plenty of owners use the Health Check as a second opinion on their current setup. If your accountant is doing a great job, we’ll say so.
A senior CPA — the same people who’d handle your work as a client. No junior handoff, no offshore call center, no software pretending to be a person.
You get your findings in writing the same week. If you want help fixing them, we’ll quote a flat monthly fee — no hourly surprises. If not, no follow-up pressure.
Find out what your books aren’t telling you
30 minutes with a senior CPA. Free, no obligation, and a written plan either way. Tax season rewards the people who moved early.
Family-owned in Kennesaw · Serving Cobb, Cherokee, North Fulton & Forsyth · We text you within minutes