Small Biz Group TNVA / Amy Menerick CPA LLC

08/27/2026

𝗢𝗻𝗲 𝗼𝗳 𝘁𝗵𝗲 𝗺𝗼𝘀𝘁 𝗶𝗺𝗽𝗼𝗿𝘁𝗮𝗻𝘁 𝗽𝗮𝗿𝘁𝘀 𝗼𝗳 𝗼𝘂𝗿 𝘄𝗼𝗿𝗸 𝗶𝘀 𝘁𝗲𝗮𝗰𝗵𝗶𝗻𝗴.

We’re pretty nerdy when it comes to accounting, tech workflows, and tax strategies — and we love helping business owners understand what’s actually happening in their business and why it matters. It’s never just about preparing returns or cleaning up books.

When I’m not working with clients, I teach business owners and up and coming tax preparers in a university setting. I focus on teaching to help people use their numbers in practical, actionable, and grounded ways.

Keeping up with all the changes in technology and tax legislation is tough, but it’s worth it.

𝗪𝗵𝗲𝗻 𝘆𝗼𝘂 𝘂𝗻𝗱𝗲𝗿𝘀𝘁𝗮𝗻𝗱 𝘆𝗼𝘂𝗿 𝗻𝘂𝗺𝗯𝗲𝗿𝘀, 𝗲𝘃𝗲𝗿𝘆𝘁𝗵𝗶𝗻𝗴 𝗴𝗲𝘁𝘀 𝗲𝗮𝘀𝗶𝗲𝗿. You make better decisions, plan with confidence, and stop all the guesswork. You actually feel in control of your business instead of just reacting to it.

𝗧𝗲𝗮𝗰𝗵𝗶𝗻𝗴 𝗶𝘀𝗻’𝘁 𝘀𝗼𝗺𝗲𝘁𝗵𝗶𝗻𝗴 𝗲𝘅𝘁𝗿𝗮 — 𝗶𝘁’𝘀 𝘁𝗵𝗲 𝗳𝗼𝘂𝗻𝗱𝗮𝘁𝗶𝗼𝗻 𝗳𝗼𝗿 𝗵𝗮𝘃𝗶𝗻𝗴 𝗺𝗲𝗮𝗻𝗶𝗻𝗴𝗳𝘂𝗹 𝗻𝘂𝗺𝗯𝗲𝗿𝘀 𝘁𝗵𝗮𝘁 𝘀𝘂𝗽𝗽𝗼𝗿𝘁 𝗿𝗲𝗮𝗹 𝗴𝗿𝗼𝘄𝘁𝗵.

If you’re ready for a firm that teaches as much as it supports, we’d love to work with you.
We ❤️ Smart Small Biz.

08/18/2026

◼️ 𝗕𝘆 𝘁𝗵𝗲 𝘁𝗶𝗺𝗲 𝗙𝗮𝗹𝗹 𝗵𝗶𝘁𝘀, 𝗺𝗼𝘀𝘁 𝗼𝗳 𝘁𝗵𝗲 𝘀𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗰 𝘁𝗮𝘅 𝗺𝗼𝘃𝗲𝘀 𝘁𝗵𝗮𝘁 𝗮𝗰𝘁𝘂𝗮𝗹𝗹𝘆 𝘀𝗮𝘃𝗲 𝘆𝗼𝘂 𝗺𝗼𝗻𝗲𝘆 𝗮𝗿𝗲 𝗻𝗼 𝗹𝗼𝗻𝗴𝗲𝗿 𝗮𝘃𝗮𝗶𝗹𝗮𝗯𝗹𝗲.

You’re left with cleanup, catch up, and missed opportunities - no real strategy that works.

▶️ 𝗔𝘂𝗴𝘂𝘀𝘁 𝗶𝘀 𝘁𝗵𝗲 𝗹𝗮𝘀𝘁 𝗺𝗼𝗻𝘁𝗵 𝘄𝗵𝗲𝗿𝗲 𝘆𝗼𝘂 𝘀𝘁𝗶𝗹𝗹 𝗵𝗮𝘃𝗲 𝘁𝗶𝗺𝗲 𝘁𝗼 𝗺𝗮𝗸𝗲 𝗺𝗲𝗮𝗻𝗶𝗻𝗴𝗳𝘂𝗹 𝗰𝗵𝗮𝗻𝗴𝗲𝘀 𝘁𝗼 𝘆𝗼𝘂𝗿 𝗯𝗼𝗼𝗸𝘀, 𝘆𝗼𝘂𝗿 𝘀𝘆𝘀𝘁𝗲𝗺𝘀, 𝗮𝗻𝗱 𝘆𝗼𝘂𝗿 𝘁𝗮𝘅 𝗽𝗼𝘀𝗶𝘁𝗶𝗼𝗻 𝗯𝗲𝗳𝗼𝗿𝗲 𝗤𝟰 𝗹𝗼𝗰𝗸𝘀 𝗲𝘃𝗲𝗿𝘆𝘁𝗵𝗶𝗻𝗴 𝗶𝗻.

08/12/2026

✨ 𝗦𝘂𝗺𝗺𝗲𝗿 𝗲𝗻𝗿𝗼𝗹𝗹𝗺𝗲𝗻𝘁 𝗰𝗹𝗼𝘀𝗲𝘀 𝗔𝘂𝗴𝘂𝘀𝘁 𝟭𝟱, and this is the 𝗳𝗶𝗻𝗮𝗹 𝗰𝗮𝗹𝗹 𝗳𝗼𝗿 𝗼𝘂𝗿 𝗦𝘂𝗺𝗺𝗲𝗿 𝟮𝟬𝟮𝟲 𝗢𝗻𝗯𝗼𝗮𝗿𝗱𝗶𝗻𝗴 𝗦𝗲𝗮𝘀𝗼𝗻.

If you’ve been meaning to get your books cleaned up, your systems organized, or your tax strategy aligned before Fall, 𝘁𝗵𝗶𝘀 𝗶𝘀 𝘁𝗵𝗲 𝗺𝗼𝗺𝗲𝗻𝘁.

We keep onboarding intentionally small so every client gets clarity, structure, and a real plan.

🔗 𝗜𝗳 𝘆𝗼𝘂 𝘄𝗮𝗻𝘁 𝘁𝗼 𝗯𝗲 𝗽𝗮𝗿𝘁 𝗼𝗳 𝘁𝗵𝗲 𝗔𝘂𝗴𝘂𝘀𝘁 𝗼𝗻𝗯𝗼𝗮𝗿𝗱𝗶𝗻𝗴, 𝘀𝗲𝗻𝗱 𝗮 𝗺𝗲𝘀𝘀𝗮𝗴𝗲 𝘁𝗼𝗱𝗮𝘆.

08/07/2026

Creative businesses don't struggle from a lack of talent. The struggle usually comes from exhaustion and pricing that doesn’t match the way they actually work.

Clear systems and clear numbers create capability.

When you understand your true value and what your work really costs you, everything gets easier.

This video walks through practical, burnout‑free pricing.

💚 Smart Small Biz

Creative businesses don’t struggle because they lack talent - they ...

08/07/2026

𝗠𝗮𝗻𝘆 𝘀𝗺𝗮𝗹𝗹 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗼𝘄𝗻𝗲𝗿𝘀 𝗮𝗿𝗲 𝗳𝗲𝗲𝗹𝗶𝗻𝗴 𝘁𝗵𝗲 𝗶𝗺𝗽𝗮𝗰𝘁 𝗼𝗳 𝗿𝗶𝘀𝗶𝗻𝗴 𝗮𝗰𝗰𝗼𝘂𝗻𝘁𝗶𝗻𝗴 𝘀𝗼𝗳𝘁𝘄𝗮𝗿𝗲 𝗰𝗼𝘀𝘁𝘀 — especially when these price increases come with bloated features you don't use and limited support.

If your accounting system is costing more but helping less, you're not stuck.

There are options that cost less, simplify workflows, and support the way you actually run your business.
If you're ready for a change and want guided support through the software migration, we can help you make the move.

𝗜𝘁’𝘀 𝗲𝗮𝘀𝗶𝗲𝗿 𝘁𝗼 𝘀𝘄𝗶𝘁𝗰𝗵 𝘁𝗵𝗮𝗻 𝘆𝗼𝘂 𝗺𝗶𝗴𝗵𝘁 𝘁𝗵𝗶𝗻𝗸.

08/04/2026

August is a busy month that many business owners often overlook.

But it’s actually an optimal time to build real tax savings - the ones that matter for boosting your bottom line and smoothing out cash for the rest of the year.

When you start now, things don't pile up and you have time to make the right moves before Fall hits.

✅ For meaningful tax savings in 2026, this is the window.

➡️ We’re enrolling August clients now.

07/30/2026

⚫️ 𝐒𝐮𝐦𝐦𝐞𝐫 𝐄𝐧𝐫𝐨𝐥𝐥𝐦𝐞𝐧𝐭 𝐂𝐥𝐨𝐬𝐞𝐬 𝐒𝐨𝐨𝐧 — 𝐒𝐜𝐡𝐞𝐝𝐮𝐥𝐞 𝐘𝐨𝐮𝐫 𝐈𝐧𝐭𝐫𝐨 𝐂𝐚𝐥𝐥

We only open enrollment a few times a year so each client gets a proper, structured OnBoard with setup, strategy, and guidance their business actually needs.

We do not actively enroll during tax‑season months — this allows us to fully dedicate our time to current clients and their needs, wrapping up last year and continuing services into the new year. Business doesn’t stop just because tax season rolls in!

➡️ 𝐒𝐮𝐦𝐦𝐞𝐫 𝐄𝐧𝐫𝐨𝐥𝐥𝐦𝐞𝐧𝐭 𝐂𝐥𝐨𝐬𝐞𝐬 𝐀𝐮𝐠𝐮𝐬𝐭 𝟏𝟓 — 𝐚𝐧𝐝 𝐢𝐧𝐭𝐫𝐨 𝐜𝐚𝐥𝐥 𝐬𝐜𝐡𝐞𝐝𝐮𝐥𝐢𝐧𝐠 𝐢𝐬 𝐚𝐥𝐫𝐞𝐚𝐝𝐲 𝐟𝐢𝐥𝐥𝐢𝐧𝐠 𝐮𝐩.

✨ 𝐓𝐡𝐢𝐬 𝐢𝐬𝐧’𝐭 𝐫𝐞𝐚𝐜𝐭𝐢𝐯𝐞 𝐭𝐚𝐱 𝐩𝐫𝐞𝐩 𝐨𝐫 𝐜𝐥𝐞𝐚𝐧𝐮𝐩 𝐛𝐨𝐨𝐤𝐤𝐞𝐞𝐩𝐢𝐧𝐠.
It’s strategic accounting and proactive tax planning from a CPA-led team with 20+ years of experience — the right support for you to run your business with clarity and confidence. ✨

07/23/2026

𝐒𝐮𝐜𝐜𝐞𝐬𝐬𝐟𝐮𝐥 𝐛𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐨𝐰𝐧𝐞𝐫𝐬 𝐜𝐨𝐦𝐞 𝐢𝐧 𝐭𝐰𝐨 𝐯𝐚𝐫𝐢𝐞𝐭𝐢𝐞𝐬:
Those who like the numbers but get too busy —
and those who’ve never wanted to deal with them and need someone to make it simple.

That’s when the right kind of support makes a difference — 𝐚𝐧𝐝 𝐧𝐨𝐭 𝐚𝐥𝐥 𝐂𝐏𝐀𝐬 𝐰𝐨𝐫𝐤 𝐭𝐡𝐞 𝐬𝐚𝐦𝐞 𝐰𝐚𝐲.

✅ 𝐇𝐞𝐫𝐞’𝐬 𝐡𝐨𝐰 𝐰𝐞 𝐬𝐮𝐩𝐩𝐨𝐫𝐭 𝐨𝐮𝐫 𝐜𝐥𝐢𝐞𝐧𝐭𝐬:
• We design a financial system to fit the way you run your business
• We teach you what an owner needs to make good decisions
• We catch tax savings and avoid surprises with proactive check ins
• We stay available and explain things in plain language
• We build a predictable rhythm so nothing piles up

🟢This isn’t reactive tax prep or cleanup bookkeeping. It’s financial support that actually helps you run your business. Learn more about what our support means to your business, here --> https://www.menerickcpa.com/Services

07/16/2026

✅ 𝐀𝐈 𝐚𝐧𝐝 𝐭𝐞𝐜𝐡𝐧𝐨𝐥𝐨𝐠𝐲 𝐚𝐫𝐞 𝐡𝐞𝐫𝐞 𝐭𝐨 𝐬𝐮𝐩𝐩𝐨𝐫𝐭 𝐲𝐨𝐮𝐫 𝐛𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐬𝐲𝐬𝐭𝐞𝐦𝐬 (𝐚𝐧𝐝 𝐠𝐢𝐯𝐞 𝐲𝐨𝐮 𝐭𝐢𝐦𝐞 𝐛𝐚𝐜𝐤). But this only works when it aligns with how your business actually operates — and when you build the right foundation...first.

Most business owners try AI tools once and get overwhelmed. The issue isn’t the tech — it’s usually the workflows underneath it.

🧩 𝐇𝐞𝐫𝐞’𝐬 𝐰𝐡𝐚𝐭 𝐦𝐨𝐝𝐞𝐫𝐧, 𝐬𝐲𝐬𝐭𝐞𝐦𝐬‑𝐦𝐢𝐧𝐝𝐞𝐝 𝐛𝐮𝐬𝐢𝐧𝐞𝐬𝐬𝐞𝐬 𝐝𝐨:
• They use tech to support a CEO mindset, organize weekly rhythms, and handle mundane tasks that drain time.
• They build secure guardrails — not shortcuts.
• They choose tools strategically, avoiding the infamous "patchwork of apps" that don’t talk to each other.

𝐓𝐡𝐢𝐬 𝐢𝐬 𝐭𝐡𝐞 𝐎𝐰𝐧𝐞𝐫 𝐌𝐮𝐥𝐭𝐢𝐩𝐥𝐢𝐞𝐫 𝐄𝐟𝐟𝐞𝐜𝐭: When your systems are clean and your tools are set up correctly, AI tech gives you hours back each week and keeps your business moving forward without burnout.

📈 𝐑𝐞𝐬𝐩𝐨𝐧𝐬𝐢𝐛𝐥𝐞 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐀𝐈 𝐢𝐬𝐧’𝐭 𝐚𝐛𝐨𝐮𝐭 𝐚𝐝𝐝𝐢𝐧𝐠 𝐦𝐨𝐫𝐞 𝐭𝐨𝐨𝐥𝐬. It’s about using tech in a way that supports and protects your business today — and strengthens your growth for tomorrow.

If you want support choosing the right financial tools and setting up a solid, efficient workflow for your accounting system, our OnBoard Service is where it’s at: https://www.menerickcpa.com/Services/

07/09/2026

🧾 Most business owners feel some anxiety around the IRS. Not because they’ve done anything wrong - 𝐭𝐡𝐞 𝐬𝐲𝐬𝐭𝐞𝐦 𝐢𝐬 𝐣𝐮𝐬𝐭 𝐦𝐚𝐝𝐝𝐞𝐧𝐢𝐧𝐠 𝐬𝐨𝐦𝐞𝐭𝐢𝐦𝐞𝐬!

🔍 Here are a few sobering IRS facts from the last tax season (and they explain a lot...)

𝟏 - More than 𝟏𝟒 𝐦𝐢𝐥𝐥𝐢𝐨𝐧 𝐫𝐞𝐭𝐮𝐫𝐧𝐬 𝐰𝐞𝐫𝐞 𝐬𝐮𝐬𝐩𝐞𝐧𝐝𝐞𝐝 during processing, causing refund delays for over one million taxpayers who waited an average of 5½ weeks for money they needed.

𝟐 - Identity theft cases are still taking nearly 𝐭𝐰𝐨 𝐲𝐞𝐚𝐫𝐬 𝐭𝐨 𝐫𝐞𝐬𝐨𝐥𝐯𝐞 - with over half a million cases stuck in queue.

𝟑 - And good luck calling the IRS! 𝐍𝐞𝐚𝐫𝐥𝐲 𝟕𝟎% 𝐨𝐟 𝐜𝐚𝐥𝐥𝐬 𝐰𝐞𝐫𝐞 𝐮𝐧𝐚𝐧𝐬𝐰𝐞𝐫𝐞𝐝 𝐨𝐫 𝐝𝐢𝐬𝐜𝐨𝐧𝐧𝐞𝐜𝐭𝐞𝐝. And when you did get through, the average hold time was still 45 minutes or more before talking to an agent.

These aren’t headlines. These are official IRS stats from last tax season. And it's harder than ever to work with the IRS to resolve issues. It's no wonder business owners feel stressed, confused, and stuck when something unexpected happens.

🗂️ 𝐂𝐥𝐚𝐫𝐢𝐭𝐲‑𝐝𝐫𝐢𝐯𝐞𝐧 𝐛𝐮𝐬𝐢𝐧𝐞𝐬𝐬𝐞𝐬 𝐬𝐭𝐚𝐲 𝐚𝐡𝐞𝐚𝐝 because they don’t try to navigate the IRS on their own. They lean on a 𝐠𝐮𝐢𝐝𝐞 𝐰𝐡𝐨 𝐮𝐧𝐝𝐞𝐫𝐬𝐭𝐚𝐧𝐝𝐬 𝐭𝐡𝐞 𝐬𝐲𝐬𝐭𝐞𝐦 - especially now, when getting answers is harder than ever.

🎯 𝐒𝐭𝐚𝐲𝐢𝐧𝐠 𝐚𝐡𝐞𝐚𝐝 𝐨𝐟 𝐈𝐑𝐒 𝐮𝐧𝐜𝐞𝐫𝐭𝐚𝐢𝐧𝐭𝐲 𝐦𝐚𝐭𝐭𝐞𝐫𝐬. You can learn more or connect with us anytime through our website: https://www.menerickcpa.com/