Small Business
Success Series
Control Costs. Maximize Profit. Scale Your Business.
FREE for Metro Atlanta employers with 5–50 employees.
Every 3rd Thursday — a new topic, three experts, real education.
The only advisory team in Georgia combining a Business Strategy Coach, an International CPA, and a Benefits Cost-Reduction Specialist — helping small businesses reduce costs, increase profits, and grow sustainably. No cost. No obligation.
Meet Your Expert Advisory Team
No other advisory team in Georgia has this combination of expertise.
Todd Masters, MBA
Certified FocalPoint & Clockwork coach with 20+ years building and scaling businesses. Todd brings engineering discipline and executive-level clarity to help Metro Atlanta owners fix their biggest constraint and scale without depending on themselves.
Subashini Kalyanasundaram, CPA
International CPA specializing in tax strategy, compliance, and financial clarity for small business owners. Suba helps Metro Atlanta employers legally reduce their tax burden and build a financially sound business.
Quentin Moses
Quentin specializes in cutting healthcare costs 40–60% for Atlanta employers using IRS-approved strategies like level-funded plans and Section 125. He helps owners offer better benefits without increasing payroll.
What You'll Learn in Every Session
Practical strategies you can use immediately to reduce costs and grow your business.
The 2026 Storm Is Coming — Are You Ready?
Small businesses are facing the highest cost increases in a decade. Most small employers overpay on benefits because they don't use IRS-approved tax tools like Section 125. Our expert team shows you how to reduce costs 40–64%, increase profitability, and build a business that can weather any storm. This is not a sales pitch — it's real education from real experts.
A New Topic Every Month
Seasonal strategies designed to reduce costs, grow profits, and build a stronger business — right when it matters most.
Cutting Health Insurance Costs
- Health: Lock in level-funded plans before summer renewals
- Tax: Section 125 setup saves employers $500–$1,200 per employee
- Business: Reduce your single largest non-payroll expense by 40–60%
Payroll Tax Optimization
- Tax: IRS-approved strategies most owners never hear about until it's too late
- Health: Pre-tax benefit structures that lower what you owe before June 15 estimates
- Business: Redirect saved taxes into growth — not the IRS
Leadership & Financial Health
- Business: Mid-year profit check — are you on pace or behind?
- Tax: Q2 estimated tax deadline just passed — here's what to adjust now
- Health: Identify benefit costs that are quietly eroding your margin
Mid-Year Renewal Prep
- Health: Summer is when fall renewals are decided — act now or pay 20% more
- Tax: Lock in pre-tax structures before your August renewal window closes
- Business: A proactive benefits strategy is a retention strategy
Employee Retention Without Raising Pay
- Health: Offer richer benefits at the same or lower cost going into back-to-school season
- Business: Reduce turnover before Q4 hiring pressure hits
- Tax: Benefit restructuring that saves both employer and employee money
Compliance & Tax Strategy
- Tax: Fall is the last window to make structural tax changes before year-end
- Health: Compliance gaps that expose Atlanta employers to IRS penalties
- Business: Get compliant and profitable before Q4 closes the door
Open Enrollment Planning
- Health: Navigate open enrollment with a strategy — not a scramble
- Business: Owners who plan in October save 15–25% vs. those who wait
- Tax: Pre-tax enrollment elections that reduce your Q4 withholding now
Q4 Profitability Strategies
- Business: Find the profit hiding in your Q4 before the window closes
- Tax: Year-end deductions and write-offs that must be in place by Dec 31
- Health: Last chance to adjust benefits before the new plan year begins
Year-End Planning & Tax Savings
- Tax: Put money back in your pocket before December 31 — legally
- Business: Close the year with clarity and a growth plan that's funded
- Health: Lock in 2027 benefit rates before holiday chaos delays your renewal
New Year Growth Blueprint
- Business: Set a 2027 strategy grounded in real numbers — not resolutions
- Tax: Q1 is the best time to restructure — before habits (and bad plans) harden
- Health: New year, new plan — audit what you're paying vs. what you're getting
Hidden Cost Reduction
- Business: Find and eliminate the costs that survived your last budget review
- Health: Mid-plan-year adjustments that save money before spring renewals
- Tax: February is your last chance to act on prior-year tax strategies
Scaling Your Business (5 to 50)
- Business: Build the systems that let you grow without growing your headaches
- Health: Benefits infrastructure that scales with your headcount — not against it
- Tax: How your tax exposure changes as you hire — and how to stay ahead of it
Why This Team Is Different
We are the only small business advisory team in Metro Atlanta combining a Business Strategy Coach, an International CPA, and a Benefits Cost-Reduction Specialist. Together we help small businesses:
This is your differentiator. No other benefits advisory team in Georgia runs this trio.
Register for the Next Free Session
Free for Metro Atlanta employers with 5–50 employees. No cost. No obligation.