QUICKBOOKS IN. CLEAR DECISIONS OUT.
Turn your numbers into clear decisions.
We turn your QuickBooks data into clear priorities, risks and opportunities so you can make better decisions without spending hours in the reports.
For startups, QuickBooks entrepreneurs & online business owners.
SEE YOUR BUSINESS LIKE A CFO.
Your data tells you what happened. Intelligence tells you what matters.
QuickBooks gives you the numbers. Meridian combines CFO consulting with financial intelligence to help you understand the story behind them.
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01
See what's healthy.
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02
Identify what needs attention.
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03
Decide what to do next.
THE FINANCIAL HEALTH CHECK
A clear assessment for what's next.
Our CFO Financial Health Check is the logical first step. This financial health review examines your QuickBooks Online data and the key areas that drive a healthy, scalable business.
Schedule a complimentary reviewA DIFFERENT KIND OF CFO PARTNER
Understand today. Prepare for what's next.
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I
Cash Flow — Are you generating and managing cash effectively?
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II
Profitability — Where are you making money, and where is it slipping?
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III
Forecasting — How prepared are you for what's ahead?
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IV
Growth Readiness — Do you have the financial foundation to scale?
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V
Decision-Making — Do you have the information you need to decide confidently?
TRANSACTION READINESS SERVICES
Transaction Readiness Services
Prepare your company for a strategic buyer or private equity exit, capital raise, or recapitalization by cleaning up financial data, mitigating diligence risks, and maximizing valuation 12 to 24 months in advance.
Core Pillars of Readiness
- Clean, GAAP-compliant historical financial statements
- Defensible EBITDA add-backs and adjustments
- Organized, secure electronic data rooms
- Consistent, metrics-backed KPI tracking
Phased Action Plan
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Months 1–6 (Diagnostic):
- Reconcile balance sheet accounts
- Identify reporting gaps
- Assess tax exposure
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Months 6–12 (Remediation):
- Standardize month-end close
- Document normalized earnings
- Build forecasting models
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Months 12–24 (Execution):
- Finalize data room
- Craft value narrative
- Engage bankers or advisors
EXPERIENCE THAT BRINGS PERSPECTIVE
Real-world judgment. A forward-looking financial partner.
Controllership roles at Fortune 100 companies and CFO roles at small mid-market companies.
Meridian combines real-world CFO judgment with modern financial intelligence to help business owners make clearer, more confident decisions. The firm provides fractional CFO guidance grounded in over 35 years of accounting and finance experience in controllership roles at Fortune 100 companies in addition to CFO roles at small mid-market companies. Also fluent in current AI automation practices.
CLARITY TODAY. A STRONGER TOMORROW.
Ready for a clearer view of your business?
Make your next decision with a clearer picture.
Start with a complimentary financial review. Tell us about your business, your numbers, and what you want to understand better.
Your strategic finance partner.