Amy menerick cpa llc

Find the path to achieving your

business and investment goals.

It's time to hire a "PRO"active CPA if:

You're a new business owner and don't know where to start.

 

Whether you’re at the “I think I might start a business” stage or the “I’ve been operating for a while but feel like I’m treading water” stage, you're covered.  We have implemented (and cleaned-up) many accounting systems for young businesses.  Maybe you just need help setting up your business and books, or you want someone to train you on the day to day in-house bookkeeping?  Wherever you are in this spectrum, services are tailored to fit your unique business needs.  Most clients use QuickBooks; therefore, we have acquired many years of experience over all Intuit platforms.

You want to grow your business, pay less in tax, and build personal wealth to pass on to your family.   

 

“My business and investments are off the ground running, but I want to maximize my opportunities (and I want to pay as little in taxes as possible.)”  This is where on-going planning really shines.  Utilizing industry software to create scenarios, we create a plan and work within our network of professionals to execute strategies.  No more just talk - plans are put into action and there is no stress come tax season.  We're just putting numbers on forms by then. 

You're ready to retire and talk succession planning. 

 

Maybe you’re ready to slow down or transition to retirement.  Planning ahead is the way to tie up lose ends, ensure you have the funds to pursue your retirement dreams, and pass the baton if you’re looking to transition or sell business and investment interests. 

 

Hire a forward thinking CPA if you are:

A new business owner and don't know where to start.

 

Whether you’re at the “I think I might start a business” stage or the “I’ve been operating for a while but feel like I’m treading water” stage, I have you covered.  I have implemented (and cleaned-up) many accounting systems for young businesses.  Maybe you just need help setting up your business and books, or you want someone to train you on the system and “set you free?”  Wherever you are in this spectrum, I tailor services to fit your unique needs.  Most clients use QuickBooks; therefore, I have acquired many years of experience over all Intuit platforms. 

Grow your business and investments while paying less tax.

 

“My business and investments are off the ground running, but I want to maximize my opportunities (and I want to pay as little in taxes as possible.)”  This is where on-going planning helps the most.  I utilize industry software to create scenarios and help you plan for the future.  This service is typically included with your year-end tax prep.  By tax season, there are no surprises and we’re just putting numbers on forms.

Thinking of retiring or ready to talk succession planning. 

 

Maybe you’re ready to slow down or transition to retirement.  Again, planning ahead is the way to tie up lose ends, ensure you have the funds to pursue your retirement dreams, and pass the baton if you’re looking to transition or sell business and investment interests.   

Experienced & Trusted Advisors.  Plan-Centered Tax & Consulting.  Consistent, Monthly Service.

 

Our core vision is “pro-active business and investment” services.  For this reason, we incorporate tax and business planning consults throughout the year.  Practice makes perfect!  If you want to speak to your accountant once a year during tax season, these services aren’t for you.  We schedule year-round meetings to stay on top of deadlines, help clients reach their goals, and win the "tax game" (aka clients don't pay more in taxes than they have to.)  These holistic services look at the "total wealth" picture, guiding clients to opportunities for growth and tax savings.  

 

 

Hire a forward thinking CPA if you are:

 

A new business owner and don't know where to start.

 

Whether you’re at the “I think I might start a business” stage or the “I’ve been operating for a while but feel like I’m treading water” stage, I have you covered.  I have implemented (and cleaned-up) many accounting systems for young businesses.  Maybe you just need help setting up your business and books, or you want someone to train you on the system and “set you free?”  Wherever you are in this spectrum, I tailor services to fit your unique needs.  Most clients use QuickBooks; therefore, I have acquired many years of experience over all Intuit platforms. 

Ready to grow your business and investments while paying less tax.

 

“My business and investments are off the ground running, but I want to maximize my opportunities (and I want to pay as little in taxes as possible.)”  This is where on-going planning helps the most.  I utilize industry software to create scenarios and help you plan for the future.  This service is typically included with your year-end tax prep.  By tax season, there are no surprises and we’re just putting numbers on forms.

Thinking of retiring or ready to talk succession planning. 

 

Maybe you’re ready to slow down or transition to retirement.  Again, planning ahead is the way to tie up lose ends, ensure you have the funds to pursue your retirement dreams, and pass the baton if you’re looking to transition or sell business and investment interests.   

Hire a forward thinking CPA if you are:

 

A new business owner and don't know where to start.

 

Whether you’re at the “I think I might start a business” stage or the “I’ve been operating for a while but feel like I’m treading water” stage, I have you covered.  I have implemented (and cleaned-up) many accounting systems for young businesses.  Maybe you just need help setting up your business and books, or you want someone to train you on the system and “set you free?”  Wherever you are in this spectrum, I tailor services to fit your unique needs.  Most clients use QuickBooks; therefore, I have acquired many years of experience over all Intuit platforms. 

Ready to grow your business and investments while paying less tax.

 

“My business and investments are off the ground running, but I want to maximize my opportunities (and I want to pay as little in taxes as possible.)”  This is where on-going planning helps the most.  I utilize industry software to create scenarios and help you plan for the future.  This service is typically included with your year-end tax prep.  By tax season, there are no surprises and we’re just putting numbers on forms.

Thinking of retiring or ready to talk succession planning. 

 

Maybe you’re ready to slow down or transition to retirement.  Again, planning ahead is the way to tie up lose ends, ensure you have the funds to pursue your retirement dreams, and pass the baton if you’re looking to transition or sell business and investment interests.