Strategic Accounting for Coaches & Advisors.

Smart Systems for Expertise-Driven, Recurring Revenue Businesses.

Smarter Numbers.  Stronger Decisions.

Smarter Numbers. Stronger Decisions.

Your business is growing - with More Clients, more offers, and recurring revenue -

 

 

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

Growth brings opportunities - and challenges!

 

Coaching and advisory businesses aren't simple - you're balancing recurring revenue, launches, and multi-platform payouts while managing contractors and personal-brand expenses.  Your cash flow shifts with your offer cycles, and your tax strategy has to evolve with you. 

 

You need financial systems built for how you actually operate and where your business goes next. 

the solution: 

 

 

year-round

Strategic accounting for clarity and confident growth.  

At Amy Menerick CPA / Small Biz Group TNVA, we build modern, efficient financial systems for coaches and advisors - systems that reduce friction, support recurring-revenue models, and give you clarity to make confident decisions at every stage of your business.   Beyond annual tax filings and basic bookkeeping, we bring modern, strategic accounting that keeps your systems aligned, your data reliable, and your profitability improving.  With support tailored to how your coaching business actually operates, you stay focused on growth and serving your clients.    

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 coaching and advisory business grows, the financial side becomes more layered - more offers, more clients, and systems that need to work together.  That's where we come in.  Our Tennessee and Virginia-based team with CPA / EA accounting professionals provide year-round strategic support that brings 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 - Stripe, Square, Paypal, Kajabi, Gusto, 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 Accuracy & 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 in your 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 build a clear, centralized cash-flow system so your money moves with purpose, not guesswork.  With structured planning around launches, recurring revenue, and seasonal shifts, you'll understand what's available, what's committed, and what's coming - giving you the confidence to make smart decisions.     

 

 

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, manage contractors and VAs, 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 advisory 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 for teams who want to strengthen their financial understanding.

 

 

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, retirement strategy, and business succession.  You gain access to a coordinated network of experts who understand the needs and goals of coaching and advisory businesses.     

Why Coaches & Advisors Choose Us:

We take a structured, CPA-led approach to supporting coaching and advisory businesses with real complexity - recurring revenue, launches, digital products, and multi-platform payouts.  Our "Smart Small Biz" Method gives you a consistent, year-round framework for understanding your numbers, planning ahead, and making informed decisions without the guesswork.  We build modern, efficient, tech-forward systems that reduce friction and support the way your coaching 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 grounded, informed, and positioned to turn opportunities into strategic, sustainable profit.