Strategic Tax & Accounting for Real Estate.

Strategy, Structure, & Clarity for Smart Real Estate & Project Work.

Strategy, Structure, & Clarity for Smart Real Estate & Project Work.

Strategy, Structure, & Clarity for Smart Real Estate & Project Work.

Your Real estate and construction work are growing - with More Properties, jobs, and Complexity -

 

 

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

Growth brings opportunities - and complexity.

 

Real estate isn't simple - you're managing properties, contracts, financing, tenants and guests, repairs, projects, and shifting tax rules while trying to keep your books clean and your strategy aligned.  Your cash flow changes with occupancy, seasonality, renovations, and acquisitions, and your tax position evolves every time your portfolio does. 

 

You need financial systems built for how your real estate and projects actually operate - and where your portfolio goes 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 real estate - systems that reduce friction, support active and passive portfolios, construction and trade operations, and give you clarity to make confident decisions at every stage.  Beyond annual tax filings and basic bookkeeping, we bring Strategic CPA expertise and CFO-level insight to help businesses and investors align their modern financial systems, maintain reliable data, and identify tax-smart strategies to improve profitability.  We achieve this with year-round, personalized services that support how your business and real estate portfolio operates so you stay focused on acquisitions, operations, and long-term growth.      

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 and portfolio grows.     

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

how we support your business:

As your real estate and construction jobs grow, the financial side becomes more layered - more properties, fluctuating income and expenses, 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 that brings structure to your systems, reliability to your data, and calm CFO-level 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, you get exactly what you need, 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 - Airbnb, VRBO, property-management platforms, construction job platforms, Relay, Gusto, and others - are integrated so data flows accurately and supports clear, strategic decision-making.  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 keep your real estate and construction operations positioned to grow.  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 so your money moves with purpose, not guesswork.  With structured planning around occupancy, seasonality, renovations, projects, and acquisitions, 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 smooth.  From day-to-day accounting to higher-level guidance, you have a professional team in your corner - helping you streamline processes, coordinate with contractors and property managers, and navigate financial challenges with clarity.  With consistent, CFO-level support, you stay focused on 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 real estate owners, construction businesses, and investors.  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 owners and 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, lenders, real estate agents, financial advisors, and specialists in estate planning, retirement strategy, and Sec. 1031 exchanges.  You gain access to a coordinated network of experts who understand the needs and goals of real estate, construction, and trade businesses.

Why Real Estate Owners, Investors, and Construction/trades Choose Us:

We take a structured, CPA-led approach to supporting real estate owners, investors, and construction and trade businesses with real complexity  - properties, jobs, projects, financing, seasonal income, 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 real estate and project 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 investments 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.