Know exactly where your business stands — before year-end surprises.
You're halfway through the year. Do you actually know if you're making money, whether you're behind on taxes, or if there's a problem you can't see yet? We'll find out — and hand you a clear plan.
- "Am I actually making money?"
- "Am I behind on my taxes?"
- "Is something wrong I can't see?"
No hourly surprises.
Limited to 25 engagements this quarter ·
Book before September 30.
Most owners hit mid-year flying blind.
The books are behind, the tax picture is fuzzy, and there's a quiet worry that something's off — you just don't know what.
The problem isn't that you're bad at running your business. It's that no one has stopped to give you a straight, current read on where you actually stand.
Left alone until filing season, uncertainty turns into real cost:
- 01A tax bill that's bigger than you planned for.
- 02Underpayment penalties and interest that were avoidable.
- 03A compliance gap — payroll, sales tax, a missed registration — quietly growing.
- 04Months of catch-up work crammed into your most stressful season.
A fixed-fee diagnostic for your business's financial health.
In one engagement, our CPAs organize your books through June 30, estimate your tax exposure for the year, review your key compliance areas, and give you a written findings report plus a 60-minute strategy session to walk through it.
Everything below is part of the single fixed fee.
Ten deliverables, one price. No à la carte add-ons hiding in an invoice later.
Bookkeeping catch-up (Jan 1 – Jun 30)
Up to 2 bank accounts and 2 credit cards, organized and categorized so the numbers actually mean something.
Financial statement preparation
A clear picture of profit, cash, and where the money is going.
Tax projection & estimated liability
An estimate of what you're likely to owe, so December holds no surprises.
Tax savings opportunity review
A look at deductions, elections, and timing that may reduce your exposure.
Payroll compliance review
A check for gaps that commonly trigger penalties.
Sales tax compliance review
A check of your sales-tax position in your primary state.
Registration & annual report review
Confirmation you're current on your business filings.
IRS & state account review
A review of your tax accounts and notices, with your authorization.
Written findings report
Everything we found, in plain English, with a prioritized action plan.
60-minute strategy meeting
A working session with our team to walk through findings and next steps.
Two things you can act on immediately.
A written Findings Report
Your numbers organized, your estimated tax exposure, the compliance items we checked, and a clear, prioritized list of what to do next.
A 60-minute strategy session
Not a sales call — a working meeting with our CPAs to make sure you understand exactly where you stand and what matters most before year-end.
Honest about fit — on purpose.
A strong fit if you…
- ✓Run a single business entity operating primarily in one state.
- ✓Are a few months behind on bookkeeping and want to get current.
- ✓Want a real tax estimate before year-end, not a filing-season surprise.
- ✓Want one fixed price, not an open-ended cleanup bill.
Not the right starting point if you…
- —Need multiple years of cleanup or have multiple entities.
- —Are already in an active dispute with the IRS or a state agency.
- —Need amended returns, prior-year filings, or formal representation today.
If that's you, this isn't a dead end — start with a conversation and we'll build a custom proposal around your requirements.
Five steps from question to clarity.
See if you qualify
Answer a few quick questions so we can confirm your situation fits this fixed-fee engagement.
Review terms & pay
Review exactly what's included, agree to the engagement terms, and pay your fixed fee securely.
Send us your records
We give you a simple, secure checklist of exactly what we need.
We do the work
Our CPAs organize your books, build your projection, and run the compliance reviews.
Report & strategy
We deliver your written findings and sit down with you for the 60-minute meeting.
"The moment your payment is confirmed, you're a KGOB client — a real member of our team is assigned to your engagement and reaches out directly. Real people, not a chatbot."
A diagnostic — not a catch-all.
To keep this a true fixed fee, the Health Check identifies issues; it doesn't fix everything inside the fee. Anything below is quoted separately, in writing, with a fixed price — so you're always in control of what happens next.
Any corrective work we identify during the review will be quoted separately — never quietly added to your bill.
Mid-Year Business Health Check
One fixed fee. All ten deliverables.
A single missed quarterly estimate, an avoidable underpayment penalty, or a compliance gap discovered too late can cost more than this engagement — and cause a lot more stress. The Health Check surfaces those issues while you still have time to act.
See If You Qualify →Your fixed fee covers
- ✓Bookkeeping catch-up, Jan–Jun
- ✓Financial statements
- ✓Tax projection & savings review
- ✓Payroll & sales-tax compliance
- ✓Registration & IRS account review
- ✓Written findings report
- ✓60-minute strategy meeting
Exactly how this fixed fee works.
Upfront, in plain English — so there are no surprises on either side.
- It covers one business entity operating in one primary state.
- It includes bookkeeping across up to 2 bank accounts and 2 credit cards from January through June.
- We work from the records you provide — we organize and review them; we don't audit or independently verify them.
- The tax numbers are a projection / estimate based on the information you give us — not a guarantee of any final result.
- If your situation is larger than this, we'll pause and give you a separate quote before doing extra work — never a quiet bill.
Financial guidance is only as good as who's behind it.
Every Health Check is performed by our licensed team at Kohari Gonzalez Oneyear & Brown PLLC — and after you pay, you work with them directly.
Built on credentials, not claims.
- ✓Licensed North Carolina CPA firm — registration on file
- ✓Serving business owners since 1988
- ✓Four offices across Charlotte, Mooresville, and Winston-Salem
- ✓Every engagement performed and reviewed by licensed CPAs
- ✓Member, AICPA and NC Association of CPAs
Questions, answered straight.
Still unsure? The qualifier confirms your fit before you pay anything.
Do I really pay before I speak to someone?+
Is the fee refundable?+
How long does it take?+
What if my business is bigger than the included scope?+
Do you need access to my IRS account?+
Is my financial information secure?+
What happens after the strategy meeting?+
Do you offer this for trusts and estates?+
Stop guessing. Get a clear answer.
One fixed fee, one engagement, a complete read on where your business stands — and a plan to act on it.
Limited to 25 engagements this quarter · Book before September 30