Advisory for founder-led companies
Know exactly where your business stands
Monthly financial reporting, forecasting and board-ready analysis, delivered by a named partner for a fee agreed up front.
A named partner
The person in your first meeting is the person who does the work. No handover to a junior team.
Fixed monthly fee
Scope and fee agreed before work starts. No hourly billing and no surprise invoices.
Close by day ten
Management accounts land while the month is still actionable, not six weeks later.
Board-ready output
Reporting your investors and lenders already understand, in the format they ask for.
How we help
Outsourced CFO
A senior finance partner embedded in your business at a fraction of a full-time hire.
Monthly Financial Reporting
A clean, reconciled close delivered by the tenth working day, every month.
Forecasting & Modelling
A financial model you can actually defend in a board meeting.
Transaction Support
Preparation, diligence support and post-deal integration.
Built for the stage between a bookkeeper and a finance team
Most growing companies reach a point where the numbers arrive too late to act on. Meridian gives you a close by the tenth working day, a forecast you can defend, and a partner who knows your business well enough to tell you what it means.
How we work
1
Discovery
A 45 minute review of where your finance function is today and what is actually slowing decisions down.
2
Proposal
A written scope with a fixed monthly fee and a clear statement of what is not included.
3
Onboarding
We take over the close, rebuild the chart of accounts where needed, and set the reporting calendar.
4
Ongoing advisory
Monthly reporting, a live forecast, and a standing call with your partner.
Common questions
How quickly can you start?
Most engagements begin within two weeks of a signed proposal. If you are mid-close or mid-raise we will tell you honestly whether starting immediately helps or hurts.
Do you replace our bookkeeper?
Usually not. We sit above day-to-day bookkeeping and often work alongside an existing bookkeeper or accounting team. Where the underlying records need rebuilding first, we will say so before you sign.
How is the fee set?
A fixed monthly fee based on the agreed scope, quoted in writing before any work begins. If the scope changes, we re-quote rather than send an unexpected invoice.
What size of company do you work with?
Typically $2m to $50m in revenue with 10 to 150 staff. Below that a good bookkeeper is usually the better answer, and we will tell you so.
Are you a licensed accounting firm?
Meridian provides advisory and management reporting services. We work alongside your CPA firm for audit, attest and tax filing rather than replacing them.
Let's talk about where you are
Tell us a little about your business and we will come back within one working day with a time to talk.