Bay Area Financial Advisory

Clear numbers.
Clear strategy.
Clear growth.

We help Bay Area businesses understand their finances, reduce tax liability, and make smarter decisions. No jargon. Just results.

Trusted by:
Startups Restaurants Retail Real Estate Nonprofits
Modern advisory financial overview
15+
Years in practice
300+
Clients served
$2M+
Tax savings secured
4.9★
Google rating

Everything your
business needs

From monthly bookkeeping to strategic tax planning — we handle the numbers so you can focus on growth.

01
Bookkeeping
Monthly reconciliation, categorization, and clean financials. Always up to date, never a surprise.
02
Tax Planning
Proactive strategies to minimize liability. We plan year-round, not just in April.
03
Tax Filing
Business and personal returns prepared accurately and on time. Federal, California, and local.
04
Payroll
Full-service payroll processing. Direct deposit, tax filings, and compliance handled for you.
05
CFO Services
Part-time CFO support. Forecasting, budgeting, and financial strategy for growing businesses.
06
Business Formation
LLC or S-Corp setup, EIN registration, and accounting system configuration from day one.

Simple process,
clear results

1
Free Call
30 minutes. We learn about your business and what you need.
2
Proposal
Clear scope and flat monthly pricing. No hourly surprises.
3
Onboarding
We connect your accounts and get your books in order.
4
Ongoing
Monthly reports, proactive communication, and always available.

Trusted by Bay Area
business owners

Most clients come to us after a stressful tax season or messy books. They stay because the process gets calmer, clearer, and more predictable.

4.9
Based on 120+ client reviews

"They cleaned up two years of bookkeeping in six weeks and finally gave us numbers we could trust. No drama, just steady follow-through."

Alicia R.
Retail founder · Google Review

"Quarterly planning with Meridian helped us stop guessing on cash flow. We know what is due, when it is due, and what to expect."

Daniel K.
Restaurant owner · Yelp

"Fast replies, clear advice, and clean monthly reports. It feels like having an in-house finance lead without the full-time overhead."

Priya S.
Startup operator · Google Review

Common questions,
straight answers

Yes. Many clients come to us with a lean team, no in-house finance lead, and a mix of bookkeeping and tax needs. We scope around your current stage, not where you think you should be.
Most ongoing work is priced as a flat monthly engagement after the initial consultation. Larger cleanup projects or one-time filings are quoted separately so scope stays clear.
Yes. We regularly handle transitions, including account access, prior-year file review, and a practical handoff plan so nothing important gets missed during the switch.
QuickBooks is the most common, but we can work with other standard bookkeeping stacks if the records are accessible. We will recommend changes only when the current setup is slowing you down.
New clients usually begin within one to two weeks, depending on urgency and how organized the current records are. If you have a deadline, we will tell you quickly what is realistic.

Free consultation,
no commitment

Tell us about your business. We'll show you exactly how we can help — and what it costs.

📍 SoMa, San Francisco
⏰ Mon–Fri 9am–6pm
📞 (415) 555-0192
✉ hello@meridianadvisory.com

Schedule a Call
We respond within one business day