we empower your Growing Enterprise:

 

THROUGH STRATEGIC CPA + CFO INSIGHT. 

 

 

Smarter Numbers.  Stronger Decisions.
 

We provide year-round Strategic CPA support that strengthens your business and investment decisions. 

 

Our team delivers proactive insight, clean financial data, and a reliable monthly rhythm - giving you decision-ready information and the confidence to move your enterprise forward.     

Your Strategic CPA Relationship

ONE ADVISORY PARTNERSHIP.

 

ONE TEAM FOR ACCOUNTING, TAX STRATEGY, AND cfo-LEVEL GUIDANCE.

 

One Small Biz Group - one monthly or project-based fee.  The math is simple.

Price: Starting at $1,000/project

Start Here!  Set up.  Clean up.  Optimize. 

Your Accounting System, Built for Clarity & Growth.

Includes:

1. System Design with Banking, Workflow Centers, Reports, and App Integrations

2. Codify and Post Transactions to General Ledger (Through Current Month)

3. 1:1 Training with Business Owner / Staff

 

**Service may include Previous Year Tax Return Prep & Filing.

Price: Starting at $1,000/project

Start Here!  Set up.  Clean up.  Optimize.

Your Accounting System, Built for Clarity & Growth.  

Includes:

1. System Design with Banking, Workflow Centers, Reports, and App Integrations

2. Codify and Post Transactions to General Ledger (Through Current Month)

3. 1:1 Training with Business Owners / Staff

 

**Service may include Previous Year Tax Return Prep & Filing.

Price: Starting at $1,000/project

Start Here!  Get Your QuickBooks or Accounting System Set up, Cleaned up, & Optimized

Includes:

1. System Design with Banking, Workflow Centers, Reports, and App Integrations

2. Codify and Post Transactions to General Ledger (Through Current Month)

3. 1:1 Training with Business Owner / Staff 

 

**Service may include Previous Year Tax Return Prep & Filing.

Price: Starting at $450/month

Ideal for: New or Smaller Businesses (Gross Income $75-$350K)

Includes:

1. QuickBooks & Accounting System Maintenance

 

2. On-going Monthly or Quarterly Accounting (appx 100 transactions)

 

3. YTD Tax Strategy (Lite) Meet

 

4. Annual Tax Compliance (Prepare Owner's Individual Income Tax Returns)

Price: Starting at $900/month

Ideal for: Growing companies with active cash flow, app integration, and monthly decision-making or job costing needs

(Gross Income $350K -$1.5M)

Includes:

1. QuickBooks & Accounting System Maintenance (with App Integrations)

 

2. On-going Monthly Accounting (appx 300 transactions)

 

3. Quarterly Tax Strategy Meets (with Cash Flow Analysis and Quarterly Estimated Tax Payment Strategy)

 

4. Annual Tax Compliance (Prepare Owner's Individual Income Tax Returns and Business Tax Returns)

Price: Starting at $2,400/month

Ideal for: Business owners who want advisory services and delegation of back office operations

(Gross Income over $1.5M)

Includes:

1. QuickBooks & Accounting System Maintenance (with App Integrations)

 

2. Dedicated Virtual Assistant (VA) for AR, AP, Data Entry, Payroll, and other Back Office tasks

 

3. On-going Monthly Accounting with dedicated Slack Channel for real-time communication with your Small Biz Group team

 

4. Monthly 1:1 CFO Meet - Business Strategy, Tax Savings, Cash Flow Management, Project Profitability Assessments, Pricing Strategy, Accounting/Office New-Hire Trainings, and Resource/Labor Strategy

 

5. Annual Tax Compliance (Prepare Owner's Individual Income Tax Returns and Business Tax Returns)

eVERY rELATIONSHIP bEGINS WITH CLEAN DECISION-READY NUMBERS. 

 

This is your foundation for year-round Strategic CPA + CFO-Level Insight.

 

Core Service Includes:

QuickBooks & Accounting System Setup or Cleanup

Optimize your accounting systems to fit your business needs and ensure accurate numbers for reliable growth.

Services Offered:

  • QuickBooks / Accounting Set Up or Clean Up

    • Tailored QuickBooks setup or cleanup for a streamlined system

    • Tailored Relay Bank setup to create your centralized banking system

    • Transaction categorization, reconciliation, and error correction

    • Integration with third-party apps to automate processes

  • Custom Reports

    • Creation of custom financial reports for better insights

    • Personalized reporting to track key business metrics

Monthly Strategic CPA Rhythm

Clean numbers, strong systems, & confident decisions.

This is more than reconciliations - it's a reliable, CPA-led accounting rhythm.  This is the foundation that supports smarter numbers and stronger decisions.

Services Offered:

  • Accounting & Financial Reporting

    • Monthly reconciliations & account review

    • Preparation of financial statements (Balance Sheet, Profit & Loss, Cash Flow)

    • Custom financial reporting for decision-making

  • Cash Flow Management

    • Cash flow forecasting and management for better financial health

    • Expense tracking and recommendations for cost optimization

  • Monthly 1:1 CFO Meet
    • Reserved exclusively for Strategic CFO Packages

Tax & Strategy Meets (Quarterly or Annual)

Strategy that happens before deadlines - not after.  

Proactive tax planning to help you minimize liabilities and maximize savings before deadlines hit.

Services Offered:

  • Tax & Strategy Consultations

    • Quarterly or annual tax meetings to assess tax-saving opportunities

    • Strategic planning to optimize tax, cash flow, and overall performance for your business and investments

    • Guidance on structuring your business and portfolio to reduce taxes and improve operations

Annual Tax Compliance (Individual & Business Income Tax Returns)

Ensure timely and accurate filings - giving you confidence with state and federal regulations.

  • Individual Tax Returns

    • Filing of personal 1040 tax returns

    • Identifying deductions and credits to maximize savings

  • Business Tax Returns

    • Filing of business returns (1120, 1120S, 1065, etc.)

    • Corporate, LLC, Partnership, and S-Corp filings

Operational Support

To keep your business organized, efficient, and moving forward.  

  • Data Entry & Record-Keeping

    • Accurate and timely data input for all transactions

    • Organizing and maintaining digital financial records

    • Scan and file documents to create a clean, electronic storage system

  • Accounts Receivable (AR) & Accounts Payable (AP)

    • Invoicing, collections, and vendor bill management

    • Payment processing and cash management

    • Create AP and AR automated systems using leading software

  • Payroll Services

    • Payroll company setup & onboarding in Gusto

    • Routine payroll entries and tax filings

    • S-Corp officer compensation

  • Additional Support

    • Spreadsheet creation and financial analysis

    • Optimize technology automation and app integration

    • Light marketing and content management support

    • Scheduling, appointment coordination, and administrative tasks

Custom Training for Business Owners & Staff

Empower yourself and your team with the knowledge needed to succeed in accounting, software, and office tasks.

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

Why A Strategic CPA Changes Everything:

  • Comprehensive, End-to-End Support: We manage the full financial ecosystem of your business - accounting, tax, and back-office operations - so your numbers stay accurate, your systems stay organized, and your decisions stay grounded in real data.

 

  • Tailored Systems Built Around Your Business Model: No two businesses operate the same way.  We design and maintain accounting and operational systems that fit your workflows, tools, and growth stage - not a generic template.

  

  • Education-Forward, Profit-Focused Approach: We don't just deliver reports - we help you understand them.  Our goal is to empower you with clarity, confidence, and the financial insight needed to make stronger decisions and grow your enterprise.    

 

  • A True Collaboration - Not Just A Service: We work alongside you with structure and proactive support so you always know what's happening and what's coming next.    

This isn't reactive bookkeeping or tax.  It's partnership with a Strategic CPA-led team for clarity, confidence, and CFO-level insight for your business and investments.

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.