We believe small businesses make up the unique fabric of America. At Meridian Financial Services, we want to help your small business succeed and thrive financially.

 

SMALL BUSINESS RETIREMENT PLANNING 

Meridian Financial Services will offer:

  • A recommendation on the best retirement plan for your business's employees, such as a SEP IRA, Simple IRA, Self-Employed 401k & 401k plans.
  • Help with calculating and maximizing your annual contributions to your retirement plan. 
  • Support in setting up 401k plans for your employees.

PAYROLL SERVICES

Mary Hirtle, our in-house CPA, can support your small business with:

  • Timely payroll processing.
  • Setting up direct deposit for your paychecks.
  • Processing payroll tax returns.
  • Filing new hire reports with the appropriate state agency.
  • Processing 1099s and accompanying 1096 forms.

BOOKKEEPING SERVICES

Don't let bookkeeping get out of control. We can help you:

  • Maintain a high level of quality bookkeeping.
  • Process invoices and payments in accounts payable.
  • Manage your receipts and match them to their statements.
  • Send invoices out to your customers.
  • Balance your bank statements and company credit card accounts.
  • Prepare financial statements.
  • Ensure you understand your company's financial position.
  • Organize a filing system that works for you.