Small Biz Group TNVA / Amy Menerick CPA LLC

Small Biz Group TNVA / Amy Menerick CPA LLC Proactive Accounting. Year-Round. Tax & CFO Strategy.

๐Ÿ”—Every industry has its own financial rhythm - and we get it!---๐Ÿ”†๐—ข๐˜‚๐—ฟ ๐—ฐ๐—ฟ๐—ฒ๐—ฎ๐˜๐—ถ๐˜ƒ๐—ฒ ๐—ฏ๐˜‚๐˜€๐—ถ๐—ป๐—ฒ๐˜€๐˜€ ๐—ฐ๐—น๐—ถ๐—ฒ๐—ป๐˜๐˜€ need support that fits th...
06/18/2026

๐Ÿ”—Every industry has its own financial rhythm - and we get it!
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๐Ÿ”†๐—ข๐˜‚๐—ฟ ๐—ฐ๐—ฟ๐—ฒ๐—ฎ๐˜๐—ถ๐˜ƒ๐—ฒ ๐—ฏ๐˜‚๐˜€๐—ถ๐—ป๐—ฒ๐˜€๐˜€ ๐—ฐ๐—น๐—ถ๐—ฒ๐—ป๐˜๐˜€ need support that fits the way they work: multiโ€‘platform revenue, product lines, launches, and seasons that ebb and flow. They need systems that help them make confident decisions without killing their creativity.
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๐Ÿ”†๐—ข๐˜‚๐—ฟ ๐—ฟ๐—ฒ๐—ฎ๐—น ๐—ฒ๐˜€๐˜๐—ฎ๐˜๐—ฒ ๐—ฐ๐—น๐—ถ๐—ฒ๐—ป๐˜๐˜€ need clean books that lenders trust, entity structures that actually support their strategy, and cashflow planning that keeps deals moving instead of stalling.
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๐Ÿ”†๐—ข๐˜‚๐—ฟ ๐—ฐ๐—ผ๐—ป๐˜€๐˜๐—ฟ๐˜‚๐—ฐ๐˜๐—ถ๐—ผ๐—ป ๐—ฎ๐—ป๐—ฑ ๐˜๐—ฟ๐—ฎ๐—ฑ๐—ฒ๐˜€ ๐—ฐ๐—น๐—ถ๐—ฒ๐—ป๐˜๐˜€ need job costing thatโ€™s accurate, project visibility that keeps surprises off the table, and systems that bring order to the chaos of running crews, materials, and timelines.
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๐Ÿ”†๐—ข๐˜‚๐—ฟ ๐—ฐ๐—ผ๐—ฎ๐—ฐ๐—ต๐—ฒ๐˜€ ๐—ฎ๐—ป๐—ฑ ๐—ฎ๐—ฑ๐˜ƒ๐—ถ๐˜€๐—ผ๐—ฟ๐˜€ need financial systems that keep pace with their growth โ€” recurring revenue, program launches, client cycles, and the operational demands of scaling a serviceโ€‘based business. They need numbers that help them plan, price, and grow without burning out.
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๐——๐—ถ๐—ณ๐—ณ๐—ฒ๐—ฟ๐—ฒ๐—ป๐˜ ๐—ถ๐—ป๐—ฑ๐˜‚๐˜€๐˜๐—ฟ๐—ถ๐—ฒ๐˜€. ๐—ฝ๐—ฟ๐—ฒ๐˜€๐˜€๐˜‚๐—ฟ๐—ฒ๐˜€. ๐—ผ๐—ฝ๐—ฝ๐—ผ๐—ฟ๐˜๐˜‚๐—ป๐—ถ๐˜๐—ถ๐—ฒ๐˜€.

๐Ÿ”—๐—•๐˜‚๐˜ ๐—ผ๐—ป๐—ฒ ๐˜๐—ต๐—ถ๐—ป๐—ด ๐—ถ๐˜€ ๐—ฎ๐—น๐˜„๐—ฎ๐˜†๐˜€ ๐˜๐—ฟ๐˜‚๐—ฒ:
When your financial systems match the way your business actually operates, everything runs smoother. ๐Ÿค

If youโ€™re growing and your systems havenโ€™t kept up yet, thatโ€™s exactly where we step in.

๐Ÿ–ค Most established owners arenโ€™t struggling because theyโ€™re disorganized.  Theyโ€™re struggling because theyโ€™re doing ever...
06/10/2026

๐Ÿ–ค Most established owners arenโ€™t struggling because theyโ€™re disorganized. Theyโ€™re struggling because theyโ€™re doing everything alone.

๐ŸŒฟ When your business grows, the numbers get complicated fast โ€” multiple revenue streams, contractors, projects, inventory, platforms, and deadlines. When the systems donโ€™t keep up, you feel it...

โ€ข Cashflow surprises
โ€ข Tax anxiety
โ€ข No clear picture of profitability
โ€ข Constant โ€œI hope this is rightโ€ energy
โ€ข Decisions made without real data

Itโ€™s not a lack of effort and itโ€™s not a lack of discipline.
Your business has simply outgrown the systems that used to work.

โœจ When your financial systems finally match the size of your business, everything starts to feel lighter โ€” decisions get easier, cashflow becomes predictable, you stop reacting, and start to lead more.

โœจIf youโ€™re feeling the weight of growth, know that youโ€™re not alone. You donโ€™t have to keep carrying it all by yourself.
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โšซ๏ธ A lot of people ask what makes us different from other accounting firms (or from AI services like QB Live), so hereโ€™s...
06/02/2026

โšซ๏ธ A lot of people ask what makes us different from other accounting firms (or from AI services like QB Live), so hereโ€™s the simplest way to explain it.

โšช๏ธ Most firms focus on transactions from the past. We focus on the business youโ€™re building.

โšช๏ธ If youโ€™ve ever felt like youโ€™re โ€œtoo establishedโ€ for basic bookkeeping but not quite ready to hire a full-time CFO employee โ€ฆ thatโ€™s exactly the gap we fill.

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๐Ÿ“Œ ๐—›๐—ฒ๐—ฟ๐—ฒโ€™๐˜€ ๐˜„๐—ต๐—ฎ๐˜ ๐˜๐—ต๐—ฎ๐˜ ๐—น๐—ผ๐—ผ๐—ธ๐˜€ ๐—น๐—ถ๐—ธ๐—ฒ ๐—ถ๐—ป ๐—ฟ๐—ฒ๐—ฎ๐—น ๐—น๐—ถ๐—ณ๐—ฒ:
โ€ข Youโ€™re not passed around to a rotating support team โ€” you work with someone who actually knows your business.

โ€ข We donโ€™t disappear until tax season. You get ongoing support and real conversations throughout the year.

โ€ข We donโ€™t just categorize things. We help you understand whatโ€™s driving your numbers so you can make better decisions.

โ€ข And we donโ€™t force you into a cookie cutter setup. Your systems are built around your business model, not the other way around.

๐Ÿ“ˆ If youโ€™ve outgrown โ€œjust bookkeeping,โ€ you deserve support that matches the level youโ€™re operating at.

โœจ ๐˜๐จ๐ฎ๐ซ ๐ญ๐š๐ฑ ๐ฉ๐ฅ๐š๐ง ๐ฌ๐ก๐จ๐ฎ๐ฅ๐๐งโ€™๐ญ ๐ฌ๐ฎ๐ซ๐ฉ๐ซ๐ข๐ฌ๐ž ๐ฒ๐จ๐ฎ. (๐”๐ง๐ฅ๐ž๐ฌ๐ฌ ๐ข๐ญโ€™๐ฌ ๐ญ๐ก๐ž ๐ค๐ข๐ง๐ ๐ญ๐ก๐š๐ญ ๐ฆ๐š๐ค๐ž๐ฌ ๐ฒ๐จ๐ฎ ๐ฌ๐ฆ๐ข๐ฅ๐ž.) โœจ --What we see with established bu...
05/28/2026

โœจ ๐˜๐จ๐ฎ๐ซ ๐ญ๐š๐ฑ ๐ฉ๐ฅ๐š๐ง ๐ฌ๐ก๐จ๐ฎ๐ฅ๐๐งโ€™๐ญ ๐ฌ๐ฎ๐ซ๐ฉ๐ซ๐ข๐ฌ๐ž ๐ฒ๐จ๐ฎ. (๐”๐ง๐ฅ๐ž๐ฌ๐ฌ ๐ข๐ญโ€™๐ฌ ๐ญ๐ก๐ž ๐ค๐ข๐ง๐ ๐ญ๐ก๐š๐ญ ๐ฆ๐š๐ค๐ž๐ฌ ๐ฒ๐จ๐ฎ ๐ฌ๐ฆ๐ข๐ฅ๐ž.) โœจ

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What we see with established business owners โ€” especially ones juggling multiple entities and income streams โ€” is that the strategy they started with just doesnโ€™t fit anymore. Not because they did anything wrongโ€ฆ but because they grew. And thatโ€™s a good thing!

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A solid tax plan should feel steady, predictable, and aligned with the business youโ€™re actually running today โ€” not the one you had three years ago.

โฉAnd hereโ€™s the part most owners donโ€™t hear enough: ๐ง๐จ๐ญ ๐š๐ฅ๐ฅ ๐‚๐๐€๐ฌ ๐ฐ๐จ๐ซ๐ค ๐ญ๐ก๐ž ๐ฌ๐š๐ฆ๐ž ๐ฐ๐š๐ฒ.
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You deserve someone who understands your business model, supports you year round, and is genuinely invested in helping you grow โ€” not just someone who files a tax return.

โœจIf youโ€™re ready for clarity, strategy, and a team who will always cheer you on, this is a good time to make the shift. โœจ

โšช  ๐Œ๐จ๐ฌ๐ญ ๐ž๐ฌ๐ญ๐š๐›๐ฅ๐ข๐ฌ๐ก๐ž๐ ๐จ๐ฐ๐ง๐ž๐ซ๐ฌ ๐๐จ๐งโ€™๐ญ ๐ง๐ž๐ž๐ ๐ฆ๐จ๐ซ๐ž ๐ž๐Ÿ๐Ÿ๐จ๐ซ๐ญ โ€” ๐ญ๐ก๐ž๐ฒ ๐ง๐ž๐ž๐ ๐œ๐ฅ๐ž๐š๐ง๐ž๐ซ ๐ข๐ง๐Ÿ๐จ๐ซ๐ฆ๐š๐ญ๐ข๐จ๐ง.  Reliable numbers lead to confident c...
05/21/2026

โšช ๐Œ๐จ๐ฌ๐ญ ๐ž๐ฌ๐ญ๐š๐›๐ฅ๐ข๐ฌ๐ก๐ž๐ ๐จ๐ฐ๐ง๐ž๐ซ๐ฌ ๐๐จ๐งโ€™๐ญ ๐ง๐ž๐ž๐ ๐ฆ๐จ๐ซ๐ž ๐ž๐Ÿ๐Ÿ๐จ๐ซ๐ญ โ€”
๐ญ๐ก๐ž๐ฒ ๐ง๐ž๐ž๐ ๐œ๐ฅ๐ž๐š๐ง๐ž๐ซ ๐ข๐ง๐Ÿ๐จ๐ซ๐ฆ๐š๐ญ๐ข๐จ๐ง.

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.

๐’๐ข๐ฆ๐ฉ๐ฅ๐ž๐ซ ๐ง๐ฎ๐ฆ๐›๐ž๐ซ๐ฌ. ๐’๐ญ๐ซ๐จ๐ง๐ ๐ž๐ซ ๐๐ž๐œ๐ข๐ฌ๐ข๐จ๐ง๐ฌ.

โšช ๐‚๐ฅ๐š๐ซ๐ข๐ญ๐ฒ ๐ข๐ฌ๐งโ€™๐ญ ๐š ๐ฅ๐ฎ๐ฑ๐ฎ๐ซ๐ฒ ๐š๐ญ ๐ญ๐ก๐ข๐ฌ ๐ฌ๐ญ๐š๐ ๐ž โ€” ๐ข๐ญโ€™๐ฌ ๐š ๐ซ๐ž๐ช๐ฎ๐ข๐ซ๐ž๐ฆ๐ž๐ง๐ญ.When your business reaches a certain level, guessing simply ...
05/13/2026

โšช ๐‚๐ฅ๐š๐ซ๐ข๐ญ๐ฒ ๐ข๐ฌ๐งโ€™๐ญ ๐š ๐ฅ๐ฎ๐ฑ๐ฎ๐ซ๐ฒ ๐š๐ญ ๐ญ๐ก๐ข๐ฌ ๐ฌ๐ญ๐š๐ ๐ž โ€” ๐ข๐ญโ€™๐ฌ ๐š ๐ซ๐ž๐ช๐ฎ๐ข๐ซ๐ž๐ฆ๐ž๐ง๐ญ.

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, itโ€™s not you โ€” itโ€™s just the structure around you.

It's the difference between ๐ซ๐ž๐š๐œ๐ญ๐ข๐ง๐  ๐š๐ง๐ ๐ฅ๐ž๐š๐๐ข๐ง๐ . ๐Ÿ’š

๐Ÿ  ๐˜๐จ๐ฎ๐ซ ๐›๐ฎ๐ฌ๐ข๐ง๐ž๐ฌ๐ฌ ๐ข๐ฌ ๐›๐ข๐ ๐ ๐ž๐ซ ๐ญ๐ก๐š๐ง ๐ญ๐ก๐ž ๐ฌ๐ฒ๐ฌ๐ญ๐ž๐ฆ๐ฌ ๐ฒ๐จ๐ฎ ๐›๐ฎ๐ข๐ฅ๐ญ ๐ญ๐จ ๐ฌ๐ฎ๐ซ๐ฏ๐ข๐ฏ๐ž ๐ญ๐ก๐ž ๐ž๐š๐ซ๐ฅ๐ฒ ๐ฒ๐ž๐š๐ซ๐ฌ.Growth has a way of revealing every gap ...
05/06/2026

๐Ÿ  ๐˜๐จ๐ฎ๐ซ ๐›๐ฎ๐ฌ๐ข๐ง๐ž๐ฌ๐ฌ ๐ข๐ฌ ๐›๐ข๐ ๐ ๐ž๐ซ ๐ญ๐ก๐š๐ง ๐ญ๐ก๐ž ๐ฌ๐ฒ๐ฌ๐ญ๐ž๐ฆ๐ฌ ๐ฒ๐จ๐ฎ ๐›๐ฎ๐ข๐ฅ๐ญ ๐ญ๐จ ๐ฌ๐ฎ๐ซ๐ฏ๐ข๐ฏ๐ž ๐ญ๐ก๐ž ๐ž๐š๐ซ๐ฅ๐ฒ ๐ฒ๐ž๐š๐ซ๐ฌ.

Growth has a way of revealing every gap โ€” the messy processes, the outdated tools, the places where youโ€™ve been โ€œmaking it workโ€ for too long.

If youโ€™re feeling the friction, itโ€™s not a sign youโ€™re behind. Itโ€™s a sign youโ€™ve outgrown the phase you built those systems for.

๐Œ๐š๐ฒ ๐ข๐ฌ ๐š ๐ ๐จ๐จ๐ ๐ญ๐ข๐ฆ๐ž ๐ญ๐จ ๐ซ๐ž๐›๐ฎ๐ข๐ฅ๐ ๐ญ๐ก๐ž ๐Ÿ๐จ๐ฎ๐ง๐๐š๐ญ๐ข๐จ๐ง so the next stage feels lighter, clearer, and fully supported.

๐ŸŒŸ๐—œ๐˜โ€™๐˜€ ๐—ก๐—ฎ๐˜๐—ถ๐—ผ๐—ป๐—ฎ๐—น ๐—ฆ๐—บ๐—ฎ๐—น๐—น ๐—•๐˜‚๐˜€๐—ถ๐—ป๐—ฒ๐˜€๐˜€ ๐—ช๐—ฒ๐—ฒ๐—ธ!Hereโ€™s to the contractors, creatives, coaches, real estate pros, and every owner jugg...
05/02/2026

๐ŸŒŸ๐—œ๐˜โ€™๐˜€ ๐—ก๐—ฎ๐˜๐—ถ๐—ผ๐—ป๐—ฎ๐—น ๐—ฆ๐—บ๐—ฎ๐—น๐—น ๐—•๐˜‚๐˜€๐—ถ๐—ป๐—ฒ๐˜€๐˜€ ๐—ช๐—ฒ๐—ฒ๐—ธ!

Hereโ€™s to the contractors, creatives, coaches, real estate pros, and every owner juggling clients, cash flow, and constant decisions. We see you! ๐Ÿ’š

Youโ€™re the backbone of our local economy โ€” and you show up with heart every day.

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

โœจ๐“๐ก๐ž ๐ซ๐ž๐ฌ๐ฎ๐ฅ๐ญ๐ฌ ๐š๐ซ๐ž ๐ข๐ง. โœจ This tax season, small and growing business owners came in with complex questions, messy data, an...
04/16/2026

โœจ๐“๐ก๐ž ๐ซ๐ž๐ฌ๐ฎ๐ฅ๐ญ๐ฌ ๐š๐ซ๐ž ๐ข๐ง. โœจ

This tax season, small and growing business owners came in with complex questions, messy data, and highโ€‘stakes decisions โ€” and together, we turned that into ๐œ๐ฅ๐š๐ซ๐ข๐ญ๐ฒ ๐š๐ง๐ ๐ซ๐ž๐š๐ฅ ๐ฌ๐š๐ฏ๐ข๐ง๐ ๐ฌ.
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Hereโ€™s what that looked like across the board:

โ€ข Untangling investment statements, amended 1099s, and RSU basis issues โ€” preventing clients from ๐จ๐ฏ๐ž๐ซ๐ฉ๐š๐ฒ๐ข๐ง๐  in unnecessary tax

โ€ข Maximizing credits and deductions for growing businesses, including major equipment purchases and EITC opportunities

โ€ข Organizing records to capture every legitimate expense to reduce taxable income

โ€ข Correcting 1099โ€‘NEC reporting issues to help avoid IRS and state notices later

โ€ข Using strategy to defer large gains โ€” including ๐ฌ๐ข๐ฑโ€‘๐Ÿ๐ข๐ ๐ฎ๐ซ๐ž ๐ ๐š๐ข๐ง ๐๐ž๐Ÿ๐ž๐ซ๐ซ๐š๐ฅ๐ฌ through proper planning

โ€ข Adjusting equity compensation reporting to prevent ๐ฌ๐ข๐ ๐ง๐ข๐Ÿ๐ข๐œ๐š๐ง๐ญ ๐๐จ๐ฎ๐›๐ฅ๐žโ€‘๐ญ๐š๐ฑ๐š๐ญ๐ข๐จ๐ง

โ€ข Implementing vehicle strategies that often save businesses ๐ญ๐ก๐จ๐ฎ๐ฌ๐š๐ง๐๐ฌ

โ€ข Strengthening itemized deductions, often adding ๐ฆ๐ž๐š๐ง๐ข๐ง๐ ๐Ÿ๐ฎ๐ฅ ๐š๐๐๐ข๐ญ๐ข๐จ๐ง๐š๐ฅ ๐๐ž๐๐ฎ๐œ๐ญ๐ข๐จ๐ง๐ฌ

โ€ข Filing Sโ€‘corp elections that will save qualifying businesses ๐ฌ๐ฎ๐›๐ฌ๐ญ๐š๐ง๐ญ๐ข๐š๐ฅ ๐š๐ฆ๐จ๐ฎ๐ง๐ญ๐ฌ ๐ž๐ฏ๐ž๐ซ๐ฒ ๐ฒ๐ž๐š๐ซ
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And the biggest win?
๐Ÿ’š ๐๐ž๐š๐œ๐ž ๐จ๐Ÿ ๐ฆ๐ข๐ง๐ โ€” ๐š๐ง๐ ๐›๐ž๐ญ๐ญ๐ž๐ซ ๐ฌ๐ฒ๐ฌ๐ญ๐ž๐ฆ๐ฌ ๐ ๐จ๐ข๐ง๐  ๐Ÿ๐จ๐ซ๐ฐ๐š๐ซ๐.

โ–ถ ๐„๐š๐ซ๐ฅ๐ฒ ๐€๐œ๐œ๐ž๐ฌ๐ฌ ๐ž๐ง๐ซ๐จ๐ฅ๐ฅ๐ฆ๐ž๐ง๐ญ ๐จ๐ฉ๐ž๐ง๐ฌ ๐ข๐ง ๐Œ๐š๐ฒ if you want next year to feel lighter, clearer, and more strategic.

โฐ April 15th is 1 day away!  Remember there are plenty of "Tax Day Freebies" out there - Go Celebrate!!
04/14/2026

โฐ 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 itโ€™s not exactly the most exciting day of the year, there are some chain restaurants looking to make it fun with deals and freebies.

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