Strategic Tax & Accounting for Advisors.

Smart Systems for Expertise-Driven, Recurring Revenue Businesses.

Smart Systems for Expertise-Driven, Recurring Revenue Businesses.

Smart Systems for Expertise-Driven, Recurring Revenue Businesses.

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 CPA Guidance.

Growth brings opportunities - and complexity.

 

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 needs to evolve with your business to maximize savings. 

 

You need financial systems built for how your business actually operates and where your goals take you next. 

the solution: 

 

 

year-round

Strategic Tax & accounting for clear, 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 Strategic CPA expertise and CFO-level insight to align your systems, maintain reliable data, and identify tax-smart strategies that improve profitability.  With support tailored to how your coaching business actually operates, you stay focused on growth and serving your clients.    

Let us strengthen your financial foundation with clean systems, tax-smart planning, and disciplined cash-flow management - giving you clarity you can trust as your business grows.  

Together, we turn your numbers into confident, 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 provides 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 plans, your business gets exactly what it needs, delivered with care and attention.  

tailored STRATEGIC TAX & ACCOUNTING SUPPORT

 

just for your business

1. Financial Systems (including QuickBooks/Xero 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.  We incorporate modern automation and AI-assisted workflows to reduce manual work, improve accuracy, and keep your systems running smoothly.

 

 

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 cash flow, and position your business to scale.  With a structured, CPA-led approach, you get proactive guidance - identifying savings opportunities early, planning ahead for key tax moves, and making confident decisions long before deadlines arrive.  No surprises, no reactive scrambling, and no last-minute stress - just clear, strategic direction all year long. 

 

 

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 follow our Tax-Smart Filing Process, a calm, structured workflow designed to keep everything on track and eliminate last-minute stress.  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 using tools 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.  This CFO-level guidance keeps you grounded month-to-month and prepared 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, manage contractors and VAs, and navigate financial challenges with clarity.  With consistent CFO-level support, you stay focused on strategy and growth while we ensure the details are handled with precision.  

 

 

6. High-Touch Service Projects & CPA-Led Education: Our service projects are intentionally designed to deliver a high-touch 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 offer customized training for teams who want to strengthen their financial understanding, improve operational workflows, and build confidence in day-to-day decision-making. 

 

 

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!

 

 

 

Join our OnBoarding Waitlist

 

 

follow these SIMPLE steps to enroll:

 

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 Plan that outlines your ongoing relationship with us - including strategic accounting, tax filings, and CFO-level advisory.  We'll also determine whether additional projects (such as OnBoard, specialty consulting, or tax project) are needed.   

We begin your Initial Setup and any Projects.

 

Once you approve the Customized Service Proposal, we'll begin the initial work outlined for your business.  This may include an OnBoard Project, accounting system migration, systems and workflow optimization, specialty consulting, or tax projects.

 

We'll schedule a Kickoff Zoom to walk through the process, share SBG Methods, and a checklist for providing access to software and documents.    

 

You will receive periodic updates as we complete the Initial Setup.  

Begin your ongoing Strategic CPA relationship.

 

Once Initial Setup is complete, we transition your business into our ongoing Monthly Accounting + Tax  + Advisory Rhythm.  You'll receive consistent support, clear communication, and proactive guidance throughout the year - including strategic accounting, tax planning, and CFO-level advisory.    

 

We'll monitor the financial signals that matter, interpret what they mean for your business and investments, and provide the Strategic CPA + CFO Insight you need to make smarter, more confident decisions as you grow.

 

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.