It's critical for early-stage companies* to build a strong financial foundation. Meridian Financial Services works with entrepreneurs to structure the financial side of their organizations and puts into place a plan to support long-term business growth.

 

*We consider early-stage companies and corporations as companies with 10+ employees that are growing. If you have fewer than 10 employees, we also offers services for small businesses.

ACCOUNTING SERVICES FOR STARTUP COMPANIES

Our in-house CPA, Mary Hirtle, offers:

  • Controller level services
  • Budgeting, forecasting and cash planning
  • An analysis of your budget versus actual expenses
  • A month-end close process, including reconciliations and balance sheet schedules
  • Financial statements and support preparing board presentations
  • Accounts payable and accounts receivable services, including collection calls
  • Organization of corporate documentation

PAYROLL SERVICES

Trust Mary with your:

  • Timely payroll processing.
  • Processing of payroll tax returns.
  • Filing of new hire reports with the appropriate state agency.
  • Processing of 1099s and accompanying 1096 forms.

INSURANCE SERVICES

Marc Hirtle, CFP®, also offers consulting and support setting up insurance policies, including:

  • Medical and dental insurance
  • Key man life insurance
  • Long term and short term disability insurance

HUMAN RESOURCE SERVICES

Finally, Mary is trained in Human Resources consulting. 

  • She will help you implement benefits (i.e. medical, dental, disability and 401k plans).
  • Mary can process new hire on boarding paperwork or Cobra termination paperwork.
  • She will help you maintain records of confidentiality agreements and/or non disclosure agreements.
  • She can organize employee files, ensure compliance with state labor laws.