Strategic Accounting for Growth.

Smarter Numbers. Stronger Decisions.

Smarter Numbers.  Stronger Decisions.

Smarter Numbers. Stronger Decisions.

You're business is growing - with moving parts, complexity, and real goals -

 

 

But your financial systems haven't kept pace and you're ready for strategic support.

Growth brings opportunities - and challenges!

 

As your business grows, so does the complexity behind the scenes - multiple revenue streams, expanding expenses, shifting cash flow, evolving tech tools, and systems that no longer talk to each other.  You're making big decisions, but your numbers aren't giving you the insight or confidence you need to take your next step. 

 

You shouldn't fight your financial systems to understand your business.  You deserve support that helps you move forward, not hold you back. 

the solution: 

 

 

year-round

Strategic accounting for clarity and confident growth.  

At Amy Menerick CPA / Small Biz Group TNVA, we go beyond year-end tax filings and basic bookkeeping.  We innovate with modern, strategic accounting and help business owners align their financial systems, maintain reliable data, and identify strategies to improve profitability.  We achieve this with year-round, personalized services that support your business and help you stay ahead of the curve. 

Let us streamline your accounting, develop tax savings strategies, and manage cash flow for financial clarity - all while boosting profitability. 

Together, we turn your numbers into clear, supported next steps.

how we support your business:

As your business grows, the financial side becomes more layered - more decisions, more interconnected parts, and systems that need to stay aligned.  That's where we come in.  Our Tennessee and Virginia-based team includes a CPA, EA, and accounting professionals that provide year-round strategic support.  We bring structure to your systems, reliability to your data, and insight to your decisions.  

 

Instead of piecing things together on your own, you get support that helps you stay ahead - with streamlined accounting, proactive tax strategy, and cash-flow guidance designed for your next stage of growth.  And with customized service packages, your business gets exactly what it needs, delivered with care and attention.  

tailored on-going service

 

just for your business:

1. Financial Systems & QuickBooks Optimization: We design and maintain a clean, reliable financial ecosystem in Accounting Software (such as QuickBooks and Xero.)  Your existing tools - Relay, Gusto, Ramp AP, and others - are integrated so data flows accurately and supports strategic, growth-focused decisions.  

 

 

2. Year-Round Tax Strategy Sessions: We meet with you throughout the year to design and refine tax strategies that support your goals, protect your cashflow, and keep your business positioned to scale.  With a structured, CPA-led approach, you always know what's coming - no surprises, no last-minute scrambling, and no reactive decision-making.  

 

 

3. Tax Return Filing with Accurancy & Assurance: When it’s time to file, we prepare and review your returns with the precision and oversight of a CPA-led team.  Your filings are accurate, compliant, and aligned with your year-round strategy - giving you confidence iny oru numbers and clarity about what comes next.  We also maintain audit-ready documentation and support you if any IRS or state notices arise, so you're never navigating post-filing questions alone.  

 

 

4. Cash Flow Clarity & Planning: We help you guild a clear, centralized cash-flow system using tools (like Relay) so your money moves with purpose, not guesswork.  With structured cash-flow planning, you'll understand what's available, what's committed, and what's coming - giving you the visibility to stay grounded and the confidence to pursue opportunities when they arise.   

 

 

5. On-going Back Office / Professional Support: We provide year-round, CPA-led support that strengthens your operations, improves profitability, and keeps your financial systems running smoothly.  From day-to-day operations to higher-level guidance, you have a professional team in your corner - helping you streamline processes, align your ERP and workflows, and navigate financial challenges with clarity.  With consistent support, you stay focused on strategy and growth while we ensure the details are handled with precision.  

 

 

6. White Glove Service Packages & CPA-Led Education: Our service packages are intentionally designed to deliver a high-touch, tailored experience that supports the unique needs of your business.  Every engagement includes thoughtful structure, clear communication, and the level of precision you expect from a CPA-led team.  And because we're educators at heart, we also offer customized trainings and internal workshops for teams who want to strengthen their financial understanding and improve day-to-day operations.   

 

 

7. Connections to Trusted Advisors: When your needs extend beyond tax and accounting, we connect you with vetted professionals we trust - attorneys, realtors, financial advisors, and specialists in estate planning, real estate transactions, retirement strategy, and business succession.  You gain access to a coordianted network of experts who understand your goals and support your growth in both the short term and the long term.    

Why we're different:

We take a structured, CPA-led approach to supporting small businesses with real complexity.  Our "Smart Small Biz" Method gives you consistent, year-round framework for understanding your  numbers, planning ahead, and making informed decisiosn without the guesswork.  We build modern, efficient, tech-forward systems that reduce friction and support the way your business actually operates.  And because we value long-term partnership, you receive thoughtful communication, proactive strategy, and support that evolves as your business grows. 

 

Our goal is simple - to give you clear information, dependable financial systems, and confidence in your business so you can focus where it matters most.      

your business + our group = Let's connect!

 

 

 

Summer enrollment now open through june 30th

 

 

 

follow these easy steps to enroll now:

 

Schedule a complimentary intro call through Zoom: 

https://scheduler.zoom.us/amy-menerick-sbg-tnva/complimentary-intro-call

 

After scheduling, you'll receive a short pre-call questionnaire.  It's quick to complete and helps us understand your business goals and current systems.     

 

After our call, you'll receive a Customized Service Package Proposal tailored to your business.  The Proposal will include (1) an Onboard Project (if needed,) and (2) a Monthly (or Quarterly) Service for your accounting and advisory support.   

Once the Service Package Agreement is signed, we begin the Onboard Project to set up, clean up, and optimize your systems.  This is often required if you have previous transactions to organize or previous tax returns to file.  

 

We'll schedule a kickoff Zoom to go over the process and share a checklist for providing access to your software and documents.  You will receive periodic updates or follow up questions as we complete the Onboarding.

After Onboarding and Optimizing is complete, we then transition to Monthly (or Quarterly) Services based on your Service Package.  This is where your business benefits from year-round, strategic support.  

 

Each month (or quarter,) we schedule flexible workblocks so you have time to share documents, stay ahead of deadlines, and get your questions answered in real time. 

 

This rhythm keeps your business grouded, informed, and positioned to turn opportunties into strategic, sustainable profit.  

smarter numbers

lead to

stronger decisions. 

 

 

Schedule your complimentary intro call through Zoom:

https://scheduler.zoom.us/amy-menerick-sbg-tnva/complimentary-intro-call

 

If you have questions before scheduling, feel free to reach out.  We're here to answer questions and help you with next steps.