Accounting, Tax & Advisory Services

What we do

Nine services, two markets, six industries — delivered with the same technical depth and commercial judgement on both sides of the Atlantic.

Full Practice Capabilities

Everything Your Business Needs

From day-to-day bookkeeping to complex cross-border corporate tax and fractional CFO guidance, explore our nine dedicated service disciplines.

01Practice Area

Bookkeeping

Accurate, timely books that keep your business decision-ready, month after month.

Key Deliverables

  • Bank, credit card, and payment platform feed setup and reconciliation
  • Chart of accounts design, clean-up, and ongoing maintenance
  • Monthly/Quarterly financial statements: Profit & Loss, Balance Sheet, Cash Flow Statement
02Practice Area

Tax for Individuals

Personal tax returns and planning that keep more of your money where it belongs.

Key Deliverables

  • Preparation and filing of US individual returns, federal and state
  • Preparation and filing of UK Self Assessment returns
  • Cross-border and dual-status filing guidance for individuals moving between the US and UK
03Practice Area

Tax for Businesses

Business tax strategy and compliance for companies of every size and stage.

Key Deliverables

  • Preparation and filing of US business returns (1120, 1120-S, 1065) and quarterly estimates
  • Preparation and filing of UK Corporation Tax returns (CT600)
  • Sales tax and state nexus compliance for US businesses selling across state lines
04Practice Area

Advisory

Commercial advice that turns financial complexity into confident decisions.

Key Deliverables

  • Cash flow forecasting and rolling cash management
  • Pricing and margin analysis, by product, service line, or client
  • Monthly management reporting and KPI dashboards built around what actually matters to your business
05Practice Area

Financial Planning

Long-term planning aligned to your goals — built around your life, not the other way round.

Key Deliverables

  • Annual budgeting and rolling forecasts for businesses
  • Scenario planning for hiring, expansion, or entry into a new market
  • Break-even and unit economics analysis
06Practice Area

Outsourced CFO

Board-level financial leadership on demand, without the full-time cost.

Key Deliverables

  • Monthly or quarterly CFO-level review sessions with your leadership team
  • Board and investor reporting, prepared to a standard your board expects
  • Fundraising strategy support, including financial model review and diligence readiness
07Practice Area

Payroll & Compliance

Payroll and regulatory compliance handled end-to-end, on both sides of the Atlantic.

Key Deliverables

  • US payroll processing and payroll tax filings, federal and state
  • UK PAYE payroll processing and Real Time Information (RTI) submissions to HMRC
  • Pension auto-enrolment set-up and ongoing compliance
08Practice Area

Company Formation & Cross-Border Structuring

Set up, structure, and scale across the US and UK with confidence.

Key Deliverables

  • Entity selection and formation support: US LLC/Corporation, UK Limited Company/LLP
  • Registered agent and Companies House / state filing coordination
  • Banking and payment routing guidance for non-resident founders
09Practice Area

Cloud Accounting Setup

Cloud-native accounting stacks — QuickBooks, Xero, and beyond — from day one.

Key Deliverables

  • Migration from spreadsheets or legacy software to QuickBooks Online or Xero
  • App and integration setup: payment processors, inventory systems, e-commerce platforms
  • Chart of accounts and workflow configuration built around your business, not a generic template

How It Works

A Predictable Delivery Cadence

Whether you are working with our US team or UK practice, onboarding and monthly delivery follow a clear four-step schedule.

01

Discover

A focused conversation to understand your entity structure, software stack, filing cadence, and immediate pain points.

02

Structure

We build your chart of accounts, automated bank feeds, and a proactive compliance calendar across all relevant jurisdictions.

03

Execute

Monthly bookkeeping and scheduled filings on a predictable cadence you can set a watch to — no deadline scrambles.

04

Advise

Standing reviews that turn your financial statements into strategic decisions — hiring plans, cash flow, and tax timing.

Jurisdictions

Tailored for US & UK Compliance Ecosystems

Every service we offer is delivered natively within its respective jurisdiction. In the United States, our practice operates through Meridian Accountants & Tax Partners LLC (Ohio) on QuickBooks Online. In the United Kingdom, we operate through Meridian Accountants & Tax Partners Ltd (Scotland) on Xero, under UK AML supervision.

Full Regulatory Supervision

AML supervision in the UK; IRS direct representation track and US LLC incorporation in Ohio.

Fixed, Timely Delivery

Books closed on a fixed monthly date and tax returns filed well in advance of statutory deadlines.

Transatlantic Coverage

Dual-entity structuring, double taxation treaty relief, and cross-border payroll coordination.

Dedicated Accountant

Work directly with a named professional who knows your business — not an anonymous ticketing system.

Talk to a partner

Whatever your tax, accounting or advisory question — let's talk.

Tell us about your business and we'll show you how Meridian can move it forward — in the US, the UK, or across borders.

Get in touch