We Turn complex topics into clear, practical guidance.

 

 

learn with us - one step at a time!   

Explore the Small Biz Group TNVA YouTube Channel for our "Smart Series" lessons designed for real small-business owners.

Custom Training for Business Owners & Staff

 

Give yourself and your team the skills and confidence to handle accounting, software and everyday office workflows with ease.

 

Services Offered:

  • Custom Training Programs

    • One-on-one or group sessions on accounting best practices

    • Software training (QuickBooks, Gusto, Relay Banking, Excel, and other tools & apps)

    • Office management and workflow optimization

  • Tax, Accounting, and Software Knowledge Courses

    • Tailored courses to build your understanding of tax, accounting, and software tools

    • Continuous education for business owners and their teams to stay ahead

Course Design:

Price: Starting at $2,000/course

Tax Programs

  • Basic Federal Income Tax Course (for up-and-coming tax preparers)
  • Advanced Federal Income Tax Course (business, estates, and trusts)
  • California Tax Education Council (CTEC) Tax Preparer QE

 

Accounting Programs

  • QuickBooks Trainings
  • Understanding The Numbers for Small Business Owners
  • Collegiate Courses: Tax, Management, and Cost Accounting
  • Accounting for Creative Businesses

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.