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Meridian & HaleAccounting & Advisory
Certified Public Accountants

Financialclarityforbusinessesthatrefusetoguess.

Meridian & Hale pairs big-firm expertise with boutique attention — tax, bookkeeping, payroll, and advisory built around your business, not a template.

25+ years combined experience
500+ businesses served
Licensed CPAs on every engagement
Snapshot
Net Revenue

$482,900

+12.4%

Operating Margin

34.2%

+2.1%

Tax Liability (Est.)

$61,200

-8.3%

Cash Runway

19 months

+3 mo

AICPA Member Firm
BBB Accredited A+
QuickBooks Certified ProAdvisor
Xero Platinum Partner
State Board Licensed
Why Meridian & Hale

The firm that treats your business like it's ours

One Dedicated Team

The same partner and staff on your account every year — no re-explaining your business to someone new.

Responsive by Default

24-hour response time on every inquiry. Your questions don't sit in a queue for a week.

Proactive, Not Reactive

Quarterly check-ins and planning sessions so decisions get made before deadlines force them.

Bank-Grade Security

Encrypted client portal, SOC 2-aligned processes, and strict data-handling protocols.

How It Works

Getting started takes four steps

A straightforward onboarding process designed to get you real financial clarity within your first 30 days.

01

Discovery Call

We learn about your business, current setup, and where the pain points are — no obligation.

02

Custom Proposal

You get a clear scope and flat-fee pricing tailored to your business, not a one-size package.

03

Onboarding

We connect your accounts, review historical records, and get you set up on our client portal.

04

Ongoing Partnership

Monthly reporting, quarterly strategy calls, and a team that's always a call away.

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Businesses served
$0.0B
Client revenue managed
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Years combined experience
0%
Client retention rate
Client Stories

Trusted by business owners who need it done right

Let's talk about where your business stands financially.

A free 30-minute consultation — no sales pitch, just a clear read on your numbers and next steps.

Book Your Free Consultation