New · Live client dashboard

Your numbers, live.
No accounting degree required.

Bookkeeping for restaurants, contractors, salons and chiropractors, with a live dashboard that shows how you're tracking and what you can pay yourself.

Book a free call See the dashboard ↓
  • Restaurants
  • Contractors
  • Salons
  • Chiropractors

Included for every bookkeeping client

Check in anytime. See exactly where you stand.

Every Meridian bookkeeping client gets a live dashboard. Plain English and clear visuals, so it makes sense no matter your accounting knowledge.

  1. 1
    Your industry budget, live

    See in real time how you're tracking against a budget built for your industry and set up for growth.

  2. 2
    Profit ratios at a glance

    Your key profit ratios, all on one screen.

Sample Meridian CPA live dashboard for a restaurant: budget tracking by category, profit ratios, what the owner can pay themselves this month, and plain-English next steps. Sample figures. 1 2 3 4
Sample figures shown Illustration of the dashboard with a sample restaurant. Not client data.
  1. 3
    What you can pay yourself

    A realistic number for what you can take home this month, so you're not guessing.

  2. 4
    Easy to understand

    Plain-English notes and clear visuals. If you can read a bank app, you can read this.

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What you get

One service. Everything you need to know your numbers.

No packages to compare. Every client gets the same bookkeeping, the same live dashboard, and the same support.

01

Bookkeeping Clean-Up

Behind on your books or not sure they're right? We catch them up, categorize everything correctly, and reconcile your accounts, so you start fresh with numbers you can trust.

02

Q4 Check-In

A year-end review of where your business stands right now, what to fix before December 31, and what to expect at tax time.

03

Financial Clarity Report

Every month we categorize and reconcile your books, then turn them into a plain-English report: what you made, what you kept, where your cash went, and what to do next.

  • Your live dashboard, always up to date
  • Profit-focused cash guidance
  • A monthly check-in with Tara

How it works

Three steps to clear numbers.

  1. 01

    Book a free call.

    We talk about your business, where your books are today, and what you want from it.

  2. 02

    We get you set up.

    We clean up your books if needed, categorize and reconcile your accounts, and build a budget for your industry.

  3. 03

    Know where you stand.

    Check your live dashboard anytime, get your monthly Financial Clarity Report, and meet with us every month.

Who we work with

Built for owner-run businesses like yours.

Your dashboard budget is set up for your kind of business, so the numbers you see actually mean something.

Restaurants

Food cost, staff pay and rent, tracked against your budget.

Contractors

Know what each job really leaves you after materials and crew.

Salons

Stylist pay, products and rent, all in one clear view.

Chiropractors

Your practice's numbers, in plain English.

Meet Tara

We'll geek out on the numbers so you don't have to.

“My passion is geeking out on numbers, but the new dashboards make them super easy to understand, no matter your accounting knowledge.”Tara, Meridian CPA

We always bring it back to what matters: how much you're keeping, where you're headed, and whether your business is actually funding the life you want. We pride ourselves on being proactive, speaking in plain English, and staying genuinely invested in what you're building.

  • CPA-ledEvery engagement
  • 120+Business owners served
  • Since 2015In public accounting

Not sure where to start?

Book a free call. We'll figure out what you need.

Bring your questions about your books, year-end, or the dashboard. No pressure and no jargon.

Book a free call