Book a Free Strategy Call With a CPA
Fractional CFO leadership and proactive tax strategy for Atlanta business owners. Thirty minutes with a senior CPA, no sales pitch, and a plan you can act on. More than a tax return — a financial strategy for your business.
- A read on cash flow and margins
- Your biggest tax exposure
- CFO or tax strategy: which fits
- Next steps in writing
We text you within minutes. A senior team member follows up Monday–Friday, 9am–5pm.
Book your free strategy call
30 seconds to fill out. We text you within minutes to confirm.
4.6 on Google (34 reviews)·Licensed GA CPA firm · founded 1988
30 minutes. A senior CPA. Zero sales pitch.
Most owners only look at the whole picture once a year, at tax time, when it is too late to change the outcome. This is a working session. You leave with:
A read on cash flow and margins
Where the money is actually going, and the levers that move your bottom line the most.
Your biggest tax exposure
The single largest number you are likely overpaying, and the strategy that changes it.
CFO or tax strategy: which fits
An honest read on whether you need fractional CFO leadership, a tax plan, or neither yet.
Next steps in writing
A short plan you keep, whether or not you ever hire us. No obligation, no pressure.
No obligation. If we are not a fit, you still keep the plan.
Built for owners who outgrew a once-a-year accountant
Owners of $1M–$10M businesses
Revenue is real, decisions are getting bigger, and a wrong one now costs more than it used to. You want a financial partner, not a once-a-year preparer.
Outgrew your bookkeeper, not ready for a hire
A full-time CFO is $200K+ you cannot justify yet, but flying blind between tax seasons is costing you more than you think. A fractional CFO bridges exactly that gap.
Only hear from your accountant in April
By the time last year is filed, every decision that could have cut the bill is already made. Proactive strategy happens before year-end, not after.
Start with a plan. Scale as you grow.
The call is the front door. Where it leads depends on what you need — and we only recommend the step that fits.
Tax Blueprint
A one-time deep diagnosis of your structure, entity, and elections. The plan that finds what you are overpaying.
Tax Advisory
Ongoing quarterly strategy. Entity, compensation, and retirement moves coordinated year-round, not just at filing.
SmartWealth CFO
Monthly financial leadership. Forecasting, cash flow, budgets, financing, and a standing meeting to plan ahead.
Owners who traded April surprises for a plan
“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 34 Google reviews · Family-owned · Senior CPAs, not seasonal preparers
Fair questions
Yes — 30 minutes, no cost, no obligation. It is a working conversation, not a sales pitch. Some owners see what we surface and hire us; most who do not still leave with a plan worth having.
Yes, that is the point of this call. Alongside tax strategy we act as a fractional CFO: monthly financials, forecasting, cash flow, budgeting, and financial leadership for owners who have outgrown a once-a-year accountant.
The sweet spot is owners of roughly $1M to $10M in revenue. Smaller and we will point you to the right starting service; larger and we scale the engagement up. Either way you get an honest read on the call.
Your choice. Fractional CFO and tax strategy work is delivered remotely for many of our clients, and we are also happy to meet in person at our Kennesaw office.
No. Plenty of owners use the strategy call as a second opinion. If your current setup is serving you well, we will tell you so. If it is leaving money on the table, we will show you where.
Stop planning your business around one tax return a year
30 minutes with a senior CPA. Free, no obligation, and a written plan either way. The owners who plan ahead are the ones who keep more of what they earn.
Family-owned in Kennesaw · Serving metro Atlanta · We text you within minutes