Timely and accurate financial data is critical to executives in order to make well-informed business decisions. Meerholz & Associates can take care of all levels of the finance and accounting functions from transaction and payroll processing, benefits administration, financial reporting, budgeting and forecasting, to the Controller and CFO roles. Our experienced team can provide as little or as much support as you need – from special projects you don’t have the internal resources to complete, to augmenting your existing accounting team, or serving as your internal finance department, we free up valuable resources so you can focus on strategic business decisions and revenue generation.  

Financial Solutions

  • Recording monthly transactions and general ledger maintenance
  • Cash receipts
  • Cash disbursements and credit card coding
  • Payroll processing management
  • Reconciliation of balance sheet accounts and month-end close procedures
  • Variance analysis of income statement accounts
  • Financial statement preparation
  • Audit preparation and support

Strategic & Advisory Solutions

  • Budgeting, forecasting, and financial modeling
  • Key performance indicators, data analytics, and metrics dashboards
  • Policy and procedure development
  • Regulatory reporting