Welcome to Merits Accounting

We Work On The Best Opportunities For You

Whether you're a small business owner seeking reliable bookkeeping, an individual in need of tax preparation, or a growing company looking for strategic financial consulting, we've got you covered.

Our mission is to empower you with the financial clarity and confidence to achieve your goals.

Explore our services, and let us partner with you on your journey to financial success.

CFO ADVISORY

We provide personalized Chief Financial Officer (CFO) Advisory services designed for small-to-medium sized businesses. My goal is to help you achieve a growing and more profitable business.

Our services include:

- Profit & Cash Flow Target Setting: We establish clear financial targets to guide your business towards increased profitability.

- Monthly Business Assessment: A comprehensive review of your business performance each month to identify opportunities and challenges.

- Monthly Scoreboard: Receive a dashboard of your key financial metrics to track progress and make informed decisions.

- Monthly Action Plan: A tailored plan of action based on your monthly assessment to ensure consistent growth and improvement.

- Unlimited Access: You’ll have continuous support and guidance whenever you need it.

With regular meetings and detailed insights, you will gain a clear understanding of your business’s financial health and know exactly what steps to take for improvement. You no longer have to navigate these challenges alone.

We're your trusted financial guide, dedicated to helping you thrive.

Focus On Growing Your Business and

Trust The Accounting To Us

We know managing finances can be overwhelming, which is why we're here to help!

With years of experience in the finance industry, our dedicated team of professionals provides comprehensive solutions that go beyond traditional accounting. We focus on strategic financial guidance, designed to help you achieve your financial goals with confidence.

Our Services

What We Offer

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Personal Taxes

Tax preparation, planning, and filing services to maximize deductions.

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Bookkeeping

Monthly, quarterly, or annual bookkeeping services to keep your finances in order.

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Business Taxes

We provide strategic tax planning to optimize your financial efficiency and minimize liabilities, ensuring you stay ahead.

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Payroll

Payroll services designed to streamline your payroll process, ensuring accuracy and compliance every step of the way.

CFO Advisory

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Consulting

Financial consulting to help businesses grow and manage their finances effectively.

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