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Is a solid financial foundation the missing piece in your business?

Let us show you how business financial management will reduce tax liability, increase take home pay, manage cash flow, and enhance business value.

A Bit About Us
Let's discuss how we can help today...

Meridian Financial Management  exists to provide financial management services for businesses, churches, and non-profits.  Our goal is to help our clients accomplish their financial goals.  We strive to both educate and partner with our clients to help them navigate through any financial or accounting decision. We do this by ensuring that our clients are well informed on efficient and effective business and financial practices.

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For some of our clients we manage monthly accounting, reporting and payroll processing at a fraction of the cost of a full time employee.  For other clients we assist beyond the basics of payroll and bookkeeping with CFO and Controller services tailored to the unique financial realities of each client.

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Our Business Financial Management assistance is the core service our clients request most. We believe that the probability of achieving success is greatly increased when you have a proactive plan in place for your business and finances.

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Our business financial plan consists of a 5 phase process:

  • Phase 1 - Discovery

  • Phase 2 - Financial foundations

  • Phase 3 - Tax strategy

  • Phase 4 - Dashboard implementation

  • Phase 5 - Ongoing monthly virtual management services 

 

We also offer training and coaching services that allow owners to gain clarity in their tax and financial operations. We will equip you with the tools needed to establish a solid foundation and help you build a successful and sustainable business. We encourage you to schedule an assessment today.

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Our Accounting Package gives you access to  comprehensive expertise in all accounting tasks. Retainer starts at $595 per month & includes: 

  • Month End Accounting

  • Process Optimization

  • Expense Classification

  • Historical Cleanup

  • Tax Advisory

  • Payroll Processing

  • Account Reconciliations

  • Payroll processing

  • Financial Reporting

We are your partners for improving cash flow, increasing profits and enhancing value

Packages

Controller Package allows you to gain access to incredible Financial Analysts that can help guide your decisions. Retainer starts at  $997 per Month and includes

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  • Budgeting and forecasting

  • Scenario analysis

  • Pricing analysis

  • Budget variance

  • KPI tracking

  • Historical cleanup

  • Tax Reduction Planning

  • Cashflow Management

  • Includes Accounting Package

CFO Package allow you to grow you business with a financial consultant that has experience with Csuite financial decisions or business financial planning.  Retainer starts at at $1597 per month and includes

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  • Financial modeling

  • Business plan consulting

  • Investor reporting

  • M&A due diligence

  • Equity and Debt Financing

  • Market sizing & research

  • Dash-boarding

  • Strategic planning

  • Includes Accounting Package

  • Includes Controller Package

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CFO Services at 5 hours minimum per month at $195 per hour

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