Small Biz Group TNVA / Amy Menerick CPA LLC

10/21/2026

⚫️ Most people know what a traditional CPA does — taxes, compliance, forms, filings.
𝗕𝘂𝘁 𝗮 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗰 𝗖𝗣𝗔 𝗶𝘀 𝗮 𝗱𝗶𝗳𝗳𝗲𝗿𝗲𝗻𝘁 𝗯𝗿𝗲𝗲𝗱.

A Strategic CPA is more like a financial partner who helps you understand your numbers, make stronger supported decisions, and build a business and investment portfolio that’s structured for stability and growth.

That’s a lot of theory talk.
Here’s what that actually looks like in real life:

• translating your business performance and numbers into clear direction
• helping you understand what’s working (and what isn’t)
• showing you how decisions impact taxes, cash flow, and long‑term stability
• guiding you through the financial side of the business
• helping you build systems that reduce chaos and increase clarity

Accounting and tax filings are part of this — but they’re not the whole picture. It’s more about interpreting your business and wealth strategy, structuring your operations for success, and getting the expert‑level support you need to follow through.

⚫️ Not all CPAs are made the same way.
𝗜𝗳 𝘆𝗼𝘂’𝘃𝗲 𝗲𝘃𝗲𝗿 𝘄𝗶𝘀𝗵𝗲𝗱 𝘆𝗼𝘂𝗿 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝘀𝗶𝗱𝗲 𝗳𝗲𝗹𝘁 𝗰𝗮𝗹𝗺𝗲𝗿, 𝗺𝗼𝗿𝗲 𝘀𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗰, 𝗮𝗻𝗱 𝗯𝗲𝘁𝘁𝗲𝗿 𝗽𝗲𝗿𝗳𝗼𝗿𝗺𝗶𝗻𝗴 — 𝘁𝗵𝗶𝘀 𝗶𝘀 𝘁𝗵𝗲 𝗸𝗶𝗻𝗱 𝗼𝗳 𝗖𝗣𝗔 𝘆𝗼𝘂’𝗿𝗲 𝗹𝗼𝗼𝗸𝗶𝗻𝗴 𝗳𝗼𝗿.

10/15/2026

🔳 𝗔𝗻𝗱 𝘁𝗵𝗮𝘁’𝘀 𝗮 𝘄𝗿𝗮𝗽 𝗼𝗻 𝘁𝗵𝗲 𝟮𝟬𝟮𝟱 𝘁𝗮𝘅 𝘀𝗲𝗮𝘀𝗼𝗻.

The fall season stays calm when you plan all year long.

10/12/2026

When I teach accounting, I always say: “𝗬𝗼𝘂𝗿 𝗯𝗼𝗼𝗸𝘀 𝘁𝗲𝗹𝗹 𝘁𝗵𝗲 𝘀𝘁𝗼𝗿𝘆 𝗼𝗳 𝘆𝗼𝘂𝗿 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀 — 𝗵𝗼𝘄 𝗶𝘁’𝘀 𝗽𝗲𝗿𝗳𝗼𝗿𝗺𝗶𝗻𝗴 𝗮𝗻𝗱 𝘄𝗵𝗲𝗿𝗲 𝗶𝘁’𝘀 𝗴𝗼𝗶𝗻𝗴 𝗻𝗲𝘅𝘁.”

The truth is, most business owners look at their numbers and just see transactions.

But the right CPA looks at those same numbers and sees a narrative:

• what’s working
• what’s draining the business
• where pressure points are forming
• what decisions are shaping your future
• what needs to shift for the next stage

Your financial reports aren’t just data — they’re a story. And when you learn how to read that story, you make better decisions and run a stronger business.

➡ I recorded a short video about this idea: Books Tell Stories.
If you’ve ever wished your numbers felt clearer or more meaningful, this one will help.
https://youtu.be/hEJrEYA70HY?si=UbaRJjUxWdfcJYWG

10/06/2026

🧭 𝗪𝗵𝗮𝘁 𝗱𝗼 𝗺𝗼𝘀𝘁 𝗳𝗼𝘂𝗻𝗱𝗲𝗿𝘀 𝗻𝗲𝗲𝗱? 𝗜𝘁’𝘀 𝗻𝗼𝘁 𝗺𝗼𝗿𝗲 𝗯𝗼𝗼𝗸𝗸𝗲𝗲𝗽𝗶𝗻𝗴.

𝗠𝗼𝘀𝘁 𝗳𝗼𝘂𝗻𝗱𝗲𝗿𝘀 𝗻𝗲𝗲𝗱 𝗱𝗶𝗿𝗲𝗰𝘁𝗶𝗼𝗻. 𝗧𝗵𝗲𝘆 𝗻𝗲𝗲𝗱 𝗮 𝗖𝗣𝗔 𝘄𝗵𝗼 𝗹𝗲𝗮𝗱𝘀 𝗶𝗻𝘀𝘁𝗲𝗮𝗱 𝗼𝗳 𝗷𝘂𝘀𝘁 𝗿𝗲𝗮𝗰𝘁𝗶𝗻𝗴.

Someone who sees their financial landscape ahead of them and helps them make decisions that move forward.

SBG’s monthly advisory is built for founders who want:

• tax strategy that drives smart, thoughtful decisions
• entity guidance that prevents expensive mistakes
• cash flow structure that supports growth and reduces uncertainty
• a CPA who builds calm rhythms for how your business operates

This isn’t commodity bookkeeping or clerical support.
This is strategic leadership — delivered by a Tax Smart CPA operating at a CFO‑lite level.

▶️ Are you a founder wanting a CPA partner to support your next move? You’re in the right place.

09/28/2026

🔳 𝐉𝐨𝐛 𝐏𝐫𝐨𝐟𝐢𝐭𝐚𝐛𝐢𝐥𝐢𝐭𝐲 𝐌𝐚𝐝𝐞 𝐒𝐢𝐦𝐩𝐥𝐞. Every wondered if a project or job was making money? This one’s for you!

Here’s a quick class on how to track which projects are profitable — and which ones aren’t.

👇 Watch https://youtu.be/tx-ocPmU3cI?si=7LWQiY5sVNSiUFa5

A Job Profitability Report helps you see how each project actually ...

09/16/2026

🔗 𝐓𝐡𝐫𝐞𝐞 𝐬𝐲𝐬𝐭𝐞𝐦𝐬 𝐞𝐯𝐞𝐫𝐲 𝐬𝐦𝐚𝐥𝐥 𝐛𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐧𝐞𝐞𝐝𝐬 𝐛𝐞𝐟𝐨𝐫𝐞 𝐲𝐞𝐚𝐫 𝐞𝐧𝐝.

If you’ve been feeling scattered or stretched thin, these three rhythms bring you back into clarity — without adding more to your plate.

▪️𝐌𝐨𝐧𝐞𝐲 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭 (Weekly) Cash + profits together so you always know where you stand.

▪️𝐒𝐭𝐫𝐚𝐭𝐞𝐠𝐲 𝐂𝐲𝐜𝐥𝐞 (Quarterly) Tax + cash flow + growth planning so you can adjust before surprises hit.

▪️𝐂𝐥𝐢𝐞𝐧𝐭/𝐏𝐫𝐨𝐣𝐞𝐜𝐭 𝐓𝐫𝐚𝐜𝐤𝐢𝐧𝐠 (Delivery) Job profitability + project clarity so you know what’s working (and what isn’t).
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These three systems keep your business steady, predictable, and easier to run — especially heading into fall.

09/09/2026

✨SBG Methods are built on clarity and consistency - so your business feels steady, organized, and supported.

Clear money. Clear strategy. Proven growth rhythms.

🔗 When your financial systems are simple and consistent, you make better decisions, feel more confident, and have the space to grow. It's that easy!

09/03/2026

➡️ 𝐅𝐞𝐞𝐥𝐢𝐧𝐠 𝐁𝐞𝐡𝐢𝐧𝐝? You’re not alone — fall is the season when every small business owner suddenly realizes they’re juggling more than they planned.

The good news? You don’t need a full overhaul. You just need a calm place to start.

In this short video, I walk through the real reasons business owners fall behind — and the simple shifts that help you get back on track without burning out
If you’ve been feeling scattered, overwhelmed, or unsure where to begin, this one’s for you.

👇 Watch here

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.