Cornerstone Accounting
FREE FINANCIAL CHECKUP
Get a Clear Read on Your Numbers, Free.
A no-pressure conversation with a CPA about your financials, your reporting and your goals. You'll leave with honest recommendations, whether or not we work together.
No cost. No obligation. Led by Ethan, CPA.
Prefer to reach out directly? ethan@thecornerstonecpa.com · 470-505-4218
WHAT WE'LL COVER
A CPA's Look at How Your Business Really Runs
01
Your Current Financials
02
Reporting and Visibility
How your accounts are recorded and reconciled today, and whether your statements are accurate, timely and tax-ready.
Whether you're getting the numbers you need to run the business each month, and what's missing.
03
Cash Flow and Profitability
04
Your Industry's Must-Haves
Where cash is getting tied up, and which jobs, programs or services are actually making money.
For contractors: job costing, WIP, retainage and bonding-ready financials. For nonprofits: restricted gifts, grant tracking, functional expenses and audit prep.
We'll walk through where things stand today and where you want to go. Bring questions; no preparation required.
WHAT YOU'LL WALK AWAY WITH
Clarity You Can Act On, Even If You Never Hire Us
The checkup is meant to be useful on its own. You'll leave knowing where your financials stand and what would help most.
✓ An honest read on the health of your financials and reporting
✓ A clear list of what to fix, in priority order
✓ Recommendations for the support that fits your business, from a monthly close to CFO-level advisory
✓ Direct answers to your questions from a CPA
WHO IT'S FOR
Built for Owner-Led Businesses and Nonprofits
Most of our clients have $500K to $20M in annual revenue and have outgrown do-it-yourself accounting or a once-a-year accountant.
Construction & Contractors — General and specialty contractors who need job costing, WIP schedules and financials their bank and bonding agent can trust.
Nonprofits — Organizations that need fund accounting, grant tracking and board-ready financials, plus a smoother audit.
Growing Businesses — Professional services, real estate, retail, trades and more: owners who want monthly numbers they can actually use.
HOW IT WORKS
Three Simple Steps
Getting started takes a couple of minutes.
1. Tell Us About Your Business. Fill out the short form above. It takes a couple of minutes and helps us prepare.
2. We'll Reach Out to Schedule. Ethan, CPA will follow up by email or phone to set a time that works for you. We reply within one business day.
3. Have Your Checkup. A 30-minute video or phone call with a CPA, with honest recommendations at the end.
FAQ
About the Free Checkup
Quick answers before you reach out.
Is the checkup really free?
Yes. It's a no-cost, no-obligation conversation with a CPA about where your finances stand and what support would help.
Do I need to prepare anything?
No preparation is required. If it's handy, it helps to have a recent profit and loss statement and balance sheet, or simply know which accounting software you use.
Do I need to be in Atlanta?
No. We're based in Atlanta and work with clients nationwide. The checkup happens by video or phone.
What happens after the checkup?
You'll have our recommendations either way. If you'd like to work together, we'll outline the right scope for your business. If not, you'll still leave with a clear list of what to fix.