Small Biz Group TNVA / Amy Menerick CPA LLC

11/09/2026

▪️ Most business owners know messy books make tax season harder.

But what many don't realize is that messy books actually create problems long before a tax return is ever filed.

When your numbers aren't accurate and up-to-date:
• tax savings look like guesswork and “hope for the best”
• cash flow decisions become risky – hello missed payroll and late bill payments
• profitability becomes harder to measure
• growth investments are simply…missed

By the time tax season arrives, 𝘁𝗵𝗲 𝗿𝗲𝗮𝗹 𝗶𝘀𝘀𝘂𝗲 𝗶𝘀𝗻’𝘁 𝘁𝗵𝗲 𝘁𝗮𝘅 𝗿𝗲𝘁𝘂𝗿𝗻.

It's twelve months of financial decisions made without reliable information.

➡ That's why strategic accounting isn't just about compliance. It's about having the information you need before decisions become expensive.

10/29/2026

𝗪𝗵𝗲𝗻 𝘆𝗼𝘂𝗿 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝘀𝗶𝗱𝗲 𝗶𝘀 𝘀𝘂𝗽𝗽𝗼𝗿𝘁𝗲𝗱 𝗮𝘁 𝗮 𝗵𝗶𝗴𝗵𝗲𝗿 𝗹𝗲𝘃𝗲𝗹, 𝘆𝗼𝘂 𝗴𝗲𝘁 𝗺𝗼𝗿𝗲 𝘁𝗵𝗮𝗻 𝘀𝘁𝗮𝗯𝗶𝗹𝗶𝘁𝘆 — 𝘆𝗼𝘂 𝗴𝗲𝘁 𝗹𝗲𝘃𝗲𝗿𝗮𝗴𝗲.

You get experts watching over your numbers, access to a CPA you can reach when questions come up, and the right guidance so your business makes fewer “money mistakes.”

Clients feel these results when:

• decisions become intentional and strategic
• tax planning finally happens before April 15th
• financial risks stop turning into surprises
• cash flow becomes more predictable
• their numbers actually help them make money

It’s a different kind of support — not clerical or transactional.

It’s strategic financial leadership that makes the rest of your business and investments easier to grow.

✅ 𝗧𝗵𝗮𝘁’𝘀 𝘁𝗵𝗲 𝘁𝗿𝘂𝗲 𝗦𝗕𝗚 𝘃𝗮𝗹𝘂𝗲 𝗼𝘂𝗿 𝗰𝗹𝗶𝗲𝗻𝘁𝘀 𝗴𝗲𝘁.

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