Scenic City Advising, Inc.

Strategic Financial Direction.
Engineered for Growth and Compliance.

Beyond the routine accounting grind. Delivering 20 years of elite fractional controllership for solo consultants and small insurers, M&A onboarding, and specialized system setup, to maximize efficiency and bring clarity to your numbers.

© Scenic City Advising, Inc. All rights reserved.

Services

BOOKKEEPING & REPORTING FOR SOLO CONSULTANTS

  • Take the financial anxiety off your mind and feel confident about how much you can pay yourself, how much you owe in taxes, and your cash flow.

  • Tax-Ready Monthly Financials: We provide monthly reports so that you know how much money your business is making and are tax ready at year-end.

  • Clean-up: We reconcile and catch-up prior periods so that you can file taxes and make decisions with confidence.

  • Advisory: Ask questions and get the answers you need.

  • Pricing $400/month+

SPECIALIZED COMPLIANCE & REGULATORY REPORTING FOR SMALL INSURERS

  • Take the regulatory anxiety off your mind and feel confident about your statutory surplus, reserve adequacy, and ongoing compliance with the Department of Commerce and Insurance.

  • Statutory-Ready Monthly Financials: We provide insurance-specific monthly reports so that you understand your company’s true financial health and have reliable, actionable insights you need to guide your business decisions throughout the year.

  • Discovery & Readiness Audit: We analyze and reconcile your GL, claims data, and reinsurance treaties to ensure your accounts are "statutory-ready" and tied-out providing you with a clean baseline for the future.

  • Regulatory Advisory: Ask specific insurance-accounting questions and get the answers you need from an experienced insurance CPA.

  • Pricing $1,500/month+

  • Annual filing fees, for insurers who do not undergo annual audits, are quoted separately based on organizational complexity.

M&A ONBOARDING SUPPORT

  • Quickly onboard a new acquisition so that you can continue to grow your business and have accurate financials.

  • Chart of Accounts Mapping: We map new acquisitions to your existing account structure so that you can easily compare business results.

  • Financial Reporting: We restate prior period financials to include the new acquisition so that your team is ready for regulatory reporting.

  • Fixed Assets: We help you create a fixed asset policy and do fixed asset cleanup following an acquisition so that your financials are accurate.

  • Pricing: Contact us for a custom quote.

SOVOS & GAIN COMPLIANCE STATUTORY REPORTING SOFTWARE SETUP & TRAINING

  • Stepping in to onboard, configure, and hand over an optimized compliance platform to your internal team.

  • Platform Focus: We provide specialized setup and onboarding configuration for Sovos and Gain Compliance statutory reporting software.

  • System Setup: We partner with your team to customize footnotes, establish preferred verbiage, and determine page applicability for quarterly and annual statement disclosures.

  • Training & Advisory Retainers: We train your staff to navigate the software confidently, with ongoing retainer options available for platform training and user onboarding.

  • Pricing: Contact us for a custom quote.

About

Tesha Mendez
Founder and CPA
Tesha has spent 20 years working with clients in financial reporting. Her goal is simple, to provide accurate and timely financials so that business owners can make good decisions. She truly cares about her clients and is happy to help.Before starting her firm, Scenic City Advising, she spent 15 years in Corporate America providing reporting expertise to a large, Fortune 500 insurer; and then, managing the financial reporting for a large play and recreational private company with 40+ brands.Today, she uses this experience to help solo business owners get clarity over their numbers and to help small insurers stay statutory compliant, quickly onboard new acquisitions, and setup statutory reporting software.We partner with two specific groups:Solo Consultants: We manage your QuickBooks Online account. We handle the reconciliations, deliver your monthly financial statements, and have scheduled calls with you to explain what your numbers mean so you can make smart decisions.Insurers: We provide statutory ready financials for small insurers so that you understand your company's true financial health and have reliable data to guide business decisions. Additionally, we provide targeted, project-based support for new acquisitions and specialized statutory software onboarding and/or training for Sovos and Gain Compliance.We are based in Tennessee and work with clients across the US.

Contact

Getting started is easy:1. Book a complimentary Discovery Call: We spend 30 minutes getting to know your business needs and decide if working together is a good fit. No pressure.2. Review your Proposal: We'll send you a proposal to move forward.3. Onboarding & Partnership:
Solo Consultants and Small Insurers: We'll get your financials clean and answer questions.
Insurers: We'll work with you and your team to onboard your new acquisition, setup your statutory software, and provide ongoing advisory support as needed.

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