we empower your Growing business:

 

with proactive, insight-driven systems that support profit & momentum. 

 

 

Smarter Numbers.  Stronger Decisions.
 

We provide year-round accounting, tax and back-office support designed to bring clarity to your numbers, structure to your systems, and confidence to your decisions.  Our team aligns your financial tools, streamlines workflows, and keeps your business moving forward with reliable, decision-ready data - so you can focus on profits, growth, and getting your time back.    

Customizable Service Packages 

 

tailored, cpa-led support

for the business you're building

 

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 Calls - 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)

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

On-going Accounting (Monthly or Quarterly)

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 or quarterly 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 Calls
    • Reserved exclusively for Strategic CFO Packages

Tax Strategy Meets (Quarterly or Annual)

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 outcomes based on business performance

    • Guidance on structuring your business to reduce taxes

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

Back Office Support Services

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 choose us:

  • 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 profitability.    

​​​​​​​

  • 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.    

your business + our group = Let's connect!

 

 

 

Now Enrolling • Open Through August 15

 

 

 

follow these easy 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 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.  

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.