Smart Systems for Creative Businesses with Services, Projects, and Multi-Stream Revenue.
Growth brings opportunities - and challenges!
Creative work isn't simple - you're juggling clients, projects, product sales and inventory, platforms, collaborators, and shifting deadlines while trying to keep your books clean and your strategy aligned. Your income changes with launches, commissions, royalties, seasonality, and platform payouts, and your tax position evolves every time your portfolio does.
You need financial systems built for how your creative business actually operates - and where your work goes next.

At Amy Menerick CPA / Small Biz Group TNVA, we build modern, efficient financial systems for creative businesses - systems that reduce friction, support service-based, project-based, and product-based revenue streams, and give you clarity to make confident decisions at every stage of your work and your business. Beyond annual tax filings and basic bookkeeping, we bring modern, strategic accounting that keeps your systems aligned, your data reliable, and your creative business performing. With support tailored to how your creative work actually operates, you stay focused on clients, projects, launches, and long-term growth.
Let us streamline your accounting, develop tax-smart strategies, and manage cash flow for financial clarity - all while strengthening your creative goals and protecting your craft.
Together, we turn your numbers into clear, supported next steps.
As your creative business grows, the financial side becomes more layered - more clients, more projects, more product sales, 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 calm clarity 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, you get exactly what you need, delivered with care and attention.
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 - Shopify, Etsy, Squarespace, Stripe, PayPal, and other creative platforms - are integrated so data flows accurately and supports clear, strategic decision-making.
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 creative business and revenue streams positioned to grow. 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 launch cycle, seasonality, commissions, product sales, and project timelines, 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 accounting to higher-level guidance, you have a professional team in your corner - helping you streamline processes, coordinate with vendors, collaborators, and creative partners, and navigate financial challenges with clarity. With consistent support, you stay focused on 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 creative businesses, service providers, and product-based sellers. 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 owners and 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, financial advisors, business coaches, branding and marketing experts, and specialists in contracts, intellectual property, and creative business strategy. You gain access to a coordinated network of experts who understand the needs and goals of creative businesses.
We take a structured, CPA-led approach to supporting creative businesses with real complexity - clients, projects, product sales, platforms, collaborators, and multi-layered operations. 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 creative work 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 and your craft so you can focus where it matters most.

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.
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.