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 CPA follows up within 1 business day. Monday–Friday, 9am–5pm.
4.6★ on Google (32 reviews)
Licensed Georgia CPA firm · 38 years
Fractional CFO · Tax strategy · Advisory
Family-owned · Kennesaw, GA
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 32 Google reviews · Family-owned · Senior CPAs, not seasonal preparers
Book your free strategy call
30 seconds to fill out. A CPA follows up within 1 business day.
Fair questions
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 · A CPA follows up within 1 business day