Advisory and planning
Monthly reviews of revenue, margin and cash so every big decision starts from real numbers.
Plot this courseMeridian Advisory Partners gives owners and families a clear map: honest numbers today, a planned route for tax and growth, and a person to call at every turn.
- Free first call
- Fixed quotes in writing
- Advice all year, not only in April
Next stopQuarterly planning
BearingOn course
Elena Marlowe, CPASample license no. 000000
Tax planningBookkeepingCash flow forecastsPayroll supportSales taxCleanup and catch-upBusiness advisoryYear-end filings
Charts
Six services, one point of contact. Start with one and add the rest as you grow.
Bookkeeping
Transactions categorized, accounts reconciled and books closed on a fixed monthly rhythm.
Plot this courseTax preparation
Individual and business returns prepared carefully and explained in plain language.
Plot this courseCleanup and catch-up
Behind on the books? We rebuild a reliable base and hand you clean, current records.
Plot this courseCash flow forecasting
A rolling look at what is coming in and going out, built from your own history.
Plot this coursePayroll and sales tax
Runs and filings coordinated so nothing slips between your systems.
Plot this courseHow it works
Your route in five stops
01Discovery call
A free, short conversation about your business and your goals.
Week 102Baseline
We clean and categorize your records so we all start from the truth.
Weeks 2 to 303Plan the route
Targets for cash, tax and growth, agreed in writing.
Week 404Execute
Monthly closes, filings and check-ins keep you on course.
Every month05Review and adjust
Quarterly reviews to correct the heading and pick the next goal.
Every quarterHow it works
Your route in five stops
- 01Discovery call
A free, short conversation about your business and your goals.
Week 1 - 02Baseline
We clean and categorize your records so we all start from the truth.
Weeks 2 to 3 - 03Plan the route
Targets for cash, tax and growth, agreed in writing.
Week 4 - 04Execute
Monthly closes, filings and check-ins keep you on course.
Every month - 05Review and adjust
Quarterly reviews to correct the heading and pick the next goal.
Every quarter
What you can expect
12monthly reviewsa year
4planning callsa year
1fixed quotein writing
2business day replyon weekdays
Sample service terms. A real firm would list its own.
Key dates we keep on your map
- Jan 31Payroll forms
- Mar 15Business returns
- Apr 15Individual returns
- Jun 15Estimated tax
- Sep 15Estimated tax
- Oct 15Extended returns
Your guide
Clients come to us tired of guessing. Elena Marlowe, CPA has spent years helping owners and households in Midtown Manhattan, NY read their numbers, plan ahead and keep tax from being a surprise.
You get one person who knows your file, explains things plainly and answers the phone. This bio is sample text for the demo and is replaced with real credentials for each firm.
- Licensed CPA, sample license no. 000000
- Individuals, families and small businesses
- Calls, video or in person meetings
Clients on course
“They showed me where the money was going and where it could go. I finally make decisions with numbers in front of me.”
“Prompt, clear and calm. My books were a mess and now I get a short report every month that I actually read.”
“A real person answers the phone. Tax season went from a month of stress to a couple of short conversations.”
“Pricing was fixed and in writing before we started. No surprises, and the advice was practical.”
Questions
Short answers to the things people ask first.
What happens on the first call?
A short, free conversation about your business, your goals and what is not working today. You leave with a clear idea of the next step, with no obligation.
How do I send my documents?
Through a secure upload or by phone if you prefer. This page is a sample and shows how a real firm would set it up.
Do you work with clients outside the city?
Yes. Most work is remote, with calls, video or in person meetings when they help.
How is pricing set?
After the first call you receive a fixed quote in writing. Any prices on this page are samples only.
Can you take over from my current accountant?
Yes. With your permission we request prior records and set up a clean starting point so nothing is lost.
What if I receive a tax notice?
Send it over as soon as it arrives. We review it with you and explain the options before anything is sent back.
Ready to set a heading?
Call for a free first conversation. We are based in Midtown Manhattan, NY and work with clients near and far.