Bring One Concern
Think about the one bookkeeping, reporting, cash flow, or financial visibility issue you most want clarity on. A single clear question uses the 30 minutes far better than a broad tour of everything.
Booking Confirmed by Google Calendar
You’re Booked. Here’s What Happens Next.
Your Meridian review is scheduled. We’ll use the 30 minutes to focus on the issue you identified while booking.
There is nothing you need to connect or upload beforehand.
30 minutes Google Meet Complimentary
Your Google Calendar confirmation email carries the time and the meeting link.
How to Prepare
Three short things, and none of them require software access.
Bring One Concern
Think about the job margin, job costing, cash flow, or bookkeeping issue you most want clarity on. It might be labor allocation, subcontractor costs, retainage, progress billing, or job profitability that never quite matches what you expected.
Bring One Concern
Think about the property, entity, reporting, or bookkeeping issue you most want clarity on. It might be books by property, a closing statement you are unsure how to record, financing activity, or reporting that does not tell you how a property is really performing.
Bring One Concern
Think about the owner reporting, reconciliation, or portfolio bookkeeping issue you most want clarity on. It might be owner statements, payables and receivables, security-deposit bookkeeping workflows, or a month-end close that keeps slipping.
Share Only What You’re Comfortable Sharing
Screen sharing is optional. A redacted report is welcome but not required. Please do not send QuickBooks passwords, bank credentials, payroll credentials, Social Security numbers, or other sensitive login information.
Leave With Direction
We’ll discuss what appears to need attention, what information would be needed for a deeper look, and a practical next step. Conclusions may be preliminary where supporting information is unavailable, and this conversation is not an exhaustive audit.
What Happens After the Review?
If the review identifies an issue Meridian can appropriately assist with, we can outline an optional paid scope covering the work proposed, what is included, what is excluded, the information required, expected timing, and pricing or the factors that determine it.
There is no obligation to proceed.
Meridian Ledger Group LLC provides bookkeeping, payroll support, QuickBooks Online services, and financial reporting. We do not provide tax preparation, tax filing, legal, audit, or investment advisory services.
Need to change the time, or want to add context before we meet? Reply to your Google Calendar confirmation or email contact@meridianledgergroup.com.