"I am a sole
proprietor of a consulting business and found Meredith when I was
looking for someone to help me set up a bookkeeping system to manage
several client accounts . Meredith worked with me to set up the system
and train me and now helps me whenever I run into specific tax,
accounting or systems problems. She cleared up past years and has gotten
me on track to easily manage my own books and tax preparation. She is
smart, fast, responsive and a pleasure to work with."
Beate Becker Consultant Specializing in Cultural Economic Development
closely with our organization on a monthly basis to help us close our
books and resolve financial issues that may arise. She helps us prepare
for our year end audit and works closely with our outside auditor.
Meredith also provides periodic training on "How to Understand Financial
Statements" with our Board of Directors, helps us use QuickBooks
effectively and prepares monthly internal use financial statements.
Meredith is a consumate professional who know her stuff, is easy to work
with and explains complex problems and issue in a way that is easily
understandable to our board and staff."
"Meredith has been
with our team for the last two years and has become a valuable part of
our decision making process. Her excellent work with our financial books
has allowed us to focus on sales and marketing during these tough
economic times. Without Meredith’s help there is no question that our
firm would be less capable of meeting the challenges of today’s
marketplace. In addition to Meredith’s professional contributions, we
have found her to be delightful to work with on an interpersonal basis.
We cannot recommend Meredith enough for any business that is looking for
the right combination of expertise and personal qualities."
Rob Henthron, Principal Ameritrade Global Partners
and responsive. Took the time to understand big-picture strategy and
the dynamics of our organization, and developed customized forecasting
tools. Aligned forecasts with our accounts and classes to allow us to
evaluate progress on long-term objectives in real time. Excellent
listener and problem-solver."
"Meredith knows her
stuff. She expertly guided us through all the steps and decisions
necessary to legally and correctly set up books for our new business.
She is patient and thorough and very responsive to email and phone
requests for help. She is also well connected in the small business
community. When we needed other services, she offered a list of people
for us to interview based on her experiences with them and her knowledge
of their reputations in the community. We are very happy that she is on
Leslie Haller, Principal Coppiardi Cases, LLC
"Meredith is a
consumate professional. She is dedicated, organized, accurate, quick in
QB, a good listener and she knows her stuff. When we first met she made a
list of issues to tackle and over the next few months we crossed all of
them off. Her expert advice has been instrumental to the success of our