Small Biz Group TNVA / Amy Menerick CPA LLC

05/28/2026

✨ 𝐘𝐨𝐮𝐫 𝐭𝐚𝐱 𝐩𝐥𝐚𝐧 𝐬𝐡𝐨𝐮𝐥𝐝𝐧’𝐭 𝐬𝐮𝐫𝐩𝐫𝐢𝐬𝐞 𝐲𝐨𝐮. (𝐔𝐧𝐥𝐞𝐬𝐬 𝐢𝐭’𝐬 𝐭𝐡𝐞 𝐤𝐢𝐧𝐝 𝐭𝐡𝐚𝐭 𝐦𝐚𝐤𝐞𝐬 𝐲𝐨𝐮 𝐬𝐦𝐢𝐥𝐞.) ✨

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What we see with established business owners — especially ones juggling multiple entities and income streams — is that the strategy they started with just doesn’t fit anymore. Not because they did anything wrong… but because they grew. And that’s a good thing!

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A solid tax plan should feel steady, predictable, and aligned with the business you’re actually running today — not the one you had three years ago.

⏩And here’s the part most owners don’t hear enough: 𝐧𝐨𝐭 𝐚𝐥𝐥 𝐂𝐏𝐀𝐬 𝐰𝐨𝐫𝐤 𝐭𝐡𝐞 𝐬𝐚𝐦𝐞 𝐰𝐚𝐲.
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You deserve someone who understands your business model, supports you year round, and is genuinely invested in helping you grow — not just someone who files a tax return.

✨If you’re ready for clarity, strategy, and a team who will always cheer you on, this is a good time to make the shift. ✨

05/21/2026

⚪ 𝐌𝐨𝐬𝐭 𝐞𝐬𝐭𝐚𝐛𝐥𝐢𝐬𝐡𝐞𝐝 𝐨𝐰𝐧𝐞𝐫𝐬 𝐝𝐨𝐧’𝐭 𝐧𝐞𝐞𝐝 𝐦𝐨𝐫𝐞 𝐞𝐟𝐟𝐨𝐫𝐭 —
𝐭𝐡𝐞𝐲 𝐧𝐞𝐞𝐝 𝐜𝐥𝐞𝐚𝐧𝐞𝐫 𝐢𝐧𝐟𝐨𝐫𝐦𝐚𝐭𝐢𝐨𝐧.

Reliable numbers lead to confident choices & calmer planning.

If everything feels loud right now, it's time to simplify the financial side so the rest of your business can breathe.

𝐒𝐢𝐦𝐩𝐥𝐞𝐫 𝐧𝐮𝐦𝐛𝐞𝐫𝐬. 𝐒𝐭𝐫𝐨𝐧𝐠𝐞𝐫 𝐝𝐞𝐜𝐢𝐬𝐢𝐨𝐧𝐬.

05/13/2026

⚪ 𝐂𝐥𝐚𝐫𝐢𝐭𝐲 𝐢𝐬𝐧’𝐭 𝐚 𝐥𝐮𝐱𝐮𝐫𝐲 𝐚𝐭 𝐭𝐡𝐢𝐬 𝐬𝐭𝐚𝐠𝐞 — 𝐢𝐭’𝐬 𝐚 𝐫𝐞𝐪𝐮𝐢𝐫𝐞𝐦𝐞𝐧𝐭.

When your business reaches a certain level, guessing simply stops working. You need numbers that speak clearly, systems that remain calm & steady, and support that helps you make decisions without hesitation.

If your financial picture feels foggy, it’s not you — it’s just the structure around you.

It's the difference between 𝐫𝐞𝐚𝐜𝐭𝐢𝐧𝐠 𝐚𝐧𝐝 𝐥𝐞𝐚𝐝𝐢𝐧𝐠. 💚

05/06/2026

🏠 𝐘𝐨𝐮𝐫 𝐛𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐢𝐬 𝐛𝐢𝐠𝐠𝐞𝐫 𝐭𝐡𝐚𝐧 𝐭𝐡𝐞 𝐬𝐲𝐬𝐭𝐞𝐦𝐬 𝐲𝐨𝐮 𝐛𝐮𝐢𝐥𝐭 𝐭𝐨 𝐬𝐮𝐫𝐯𝐢𝐯𝐞 𝐭𝐡𝐞 𝐞𝐚𝐫𝐥𝐲 𝐲𝐞𝐚𝐫𝐬.

Growth has a way of revealing every gap — the messy processes, the outdated tools, the places where you’ve been “making it work” for too long.

If you’re feeling the friction, it’s not a sign you’re behind. It’s a sign you’ve outgrown the phase you built those systems for.

𝐌𝐚𝐲 𝐢𝐬 𝐚 𝐠𝐨𝐨𝐝 𝐭𝐢𝐦𝐞 𝐭𝐨 𝐫𝐞𝐛𝐮𝐢𝐥𝐝 𝐭𝐡𝐞 𝐟𝐨𝐮𝐧𝐝𝐚𝐭𝐢𝐨𝐧 so the next stage feels lighter, clearer, and fully supported.

05/02/2026

🌟𝗜𝘁’𝘀 𝗡𝗮𝘁𝗶𝗼𝗻𝗮𝗹 𝗦𝗺𝗮𝗹𝗹 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗪𝗲𝗲𝗸!

Here’s to the contractors, creatives, coaches, real estate pros, and every owner juggling clients, cash flow, and constant decisions. We see you! 💚

You’re the backbone of our local economy — and you show up with heart every day.

More here: https://www.sba.gov/national-small-business-week

04/16/2026

✨𝐓𝐡𝐞 𝐫𝐞𝐬𝐮𝐥𝐭𝐬 𝐚𝐫𝐞 𝐢𝐧. ✨

This tax season, small and growing business owners came in with complex questions, messy data, and high‑stakes decisions — and together, we turned that into 𝐜𝐥𝐚𝐫𝐢𝐭𝐲 𝐚𝐧𝐝 𝐫𝐞𝐚𝐥 𝐬𝐚𝐯𝐢𝐧𝐠𝐬.
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Here’s what that looked like across the board:

• Untangling investment statements, amended 1099s, and RSU basis issues — preventing clients from 𝐨𝐯𝐞𝐫𝐩𝐚𝐲𝐢𝐧𝐠 in unnecessary tax

• Maximizing credits and deductions for growing businesses, including major equipment purchases and EITC opportunities

• Organizing records to capture every legitimate expense to reduce taxable income

• Correcting 1099‑NEC reporting issues to help avoid IRS and state notices later

• Using strategy to defer large gains — including 𝐬𝐢𝐱‑𝐟𝐢𝐠𝐮𝐫𝐞 𝐠𝐚𝐢𝐧 𝐝𝐞𝐟𝐞𝐫𝐫𝐚𝐥𝐬 through proper planning

• Adjusting equity compensation reporting to prevent 𝐬𝐢𝐠𝐧𝐢𝐟𝐢𝐜𝐚𝐧𝐭 𝐝𝐨𝐮𝐛𝐥𝐞‑𝐭𝐚𝐱𝐚𝐭𝐢𝐨𝐧

• Implementing vehicle strategies that often save businesses 𝐭𝐡𝐨𝐮𝐬𝐚𝐧𝐝𝐬

• Strengthening itemized deductions, often adding 𝐦𝐞𝐚𝐧𝐢𝐧𝐠𝐟𝐮𝐥 𝐚𝐝𝐝𝐢𝐭𝐢𝐨𝐧𝐚𝐥 𝐝𝐞𝐝𝐮𝐜𝐭𝐢𝐨𝐧𝐬

• Filing S‑corp elections that will save qualifying businesses 𝐬𝐮𝐛𝐬𝐭𝐚𝐧𝐭𝐢𝐚𝐥 𝐚𝐦𝐨𝐮𝐧𝐭𝐬 𝐞𝐯𝐞𝐫𝐲 𝐲𝐞𝐚𝐫
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And the biggest win?
💚 𝐏𝐞𝐚𝐜𝐞 𝐨𝐟 𝐦𝐢𝐧𝐝 — 𝐚𝐧𝐝 𝐛𝐞𝐭𝐭𝐞𝐫 𝐬𝐲𝐬𝐭𝐞𝐦𝐬 𝐠𝐨𝐢𝐧𝐠 𝐟𝐨𝐫𝐰𝐚𝐫𝐝.

▶ 𝐄𝐚𝐫𝐥𝐲 𝐀𝐜𝐜𝐞𝐬𝐬 𝐞𝐧𝐫𝐨𝐥𝐥𝐦𝐞𝐧𝐭 𝐨𝐩𝐞𝐧𝐬 𝐢𝐧 𝐌𝐚𝐲 if you want next year to feel lighter, clearer, and more strategic.

04/14/2026

⏰ April 15th is 1 day away! Remember there are plenty of "Tax Day Freebies" out there - Go Celebrate!!

Tax Day 2026 is almost here, and while it’s not exactly the most exciting day of the year, there are some chain restaurants looking to make it fun with deals and freebies.

04/08/2026

✨𝗜𝗳 𝘁𝗮𝘅 𝘀𝗲𝗮𝘀𝗼𝗻 𝗹𝗲𝗳𝘁 𝘆𝗼𝘂 𝘀𝘁𝗿𝗲𝘀𝘀𝗲𝗱 𝗼𝗿 𝗴𝘂𝗲𝘀𝘀𝗶𝗻𝗴, 𝘆𝗼𝘂’𝗿𝗲 𝗻𝗼𝘁 𝗮𝗹𝗼𝗻𝗲.
There are better ways to understand your numbers, reduce your tax liability, and get support when it actually matters.

𝗧𝗵𝗲 𝗿𝗶𝗴𝗵𝘁 𝗖𝗣𝗔-𝗹𝗲𝗱 𝗳𝗶𝗿𝗺 𝗺𝗮𝗸𝗲𝘀 𝘁𝗵𝗮𝘁 𝗽𝗼𝘀𝘀𝗶𝗯𝗹𝗲.

𝗘𝗻𝗿𝗼𝗹𝗹𝗺𝗲𝗻𝘁 𝗼𝗽𝗲𝗻𝘀 𝗶𝗻 𝗠𝗮𝘆.

03/19/2026

✨ 𝐃𝐨 𝐲𝐨𝐮𝐫 𝐬𝐲𝐬𝐭𝐞𝐦𝐬 𝐟𝐞𝐞𝐥 𝐥𝐢𝐤𝐞 𝐚 𝐩𝐚𝐭𝐜𝐡𝐰𝐨𝐫𝐤 𝐨𝐟 𝐚𝐩𝐩𝐬?

Creative businesses grow fast — and sometimes your accounting system doesn’t grow with you.

A little spreadsheet here…
A random app there…
Screenshots, notes, invoices, DMs…
It works — until it doesn’t.

When your tools don’t talk to each other, things slip through the cracks: missed expenses, late invoicing, pricing gaps, and messy books that make tax season harder than it needs to be. Plus - do you even know how much cash is in the bank?

A streamlined system gives you more time to create — and less time worrying about what you might be missing. 🎨✨

03/08/2026

🎼𝐅𝐮𝐧 𝐟𝐚𝐜𝐭: 𝐈 𝐬𝐭𝐚𝐫𝐭𝐞𝐝 𝐦𝐲 𝐜𝐚𝐫𝐞𝐞𝐫 𝐢𝐧 𝐦𝐮𝐬𝐢𝐜.
Practice. Discipline. Sessions. Details. Creating under pressure.

Turns out those skills translate beautifully into helping small business owners stay focused, organized, and sustainable.

Different industry — same passion to create something you’re proud of.