Non-Traditional & Specialized Accounting Services

Advanced financial insights that help you plan smarter operate efficiently, and move forward with confidence.

Beyond traditional tax and audit work, Meriwether CPA offers a range of specialized services designed to address complex financial situations.

PERSONAL FINANCIAL STATEMENTS

At Meriwether, we help individuals and families gain a clear understanding of their financial health. Our services include gathering and organizing your financial information, such as income, expenses, assets, and liabilities, into comprehensive statements. With a keen eye for detail, we create personalized reports that accurately capture your financial standing. Whether you’re planning for a major life event, like buying a home, retirement or simply seeking better financial management, our team can craft personal financial statements to guide you towards informed decisions and maximum success.

FORECASTING & PROJECTIONS

We care about your business’s financial future. We will offer valuable services that predict future financial performance and estimate income, expense, and cash flow. We can provide insights and projections that assist decision-making by analyzing past financial data and market trends. Whether preparing for growth, securing financing, or managing expenses, our financial forecast & projections will equip you with a financial roadmap to succeed.

FRAUD SERVICES

Meriwether is here to help keep you protected. Our job is to safeguard your business against financial fraud and misconduct. Our financial team offers various services to detect, prevent, and mitigate fraudulent activities. We conduct thorough forensic audits, investigate suspicious transactions, and implement robust internal controls to protect your organization’s assets and reputation. With a strong commitment to integrity and precision, our services will ensure your financial security and full transparency.

AGREED-UPON PROCEDURES

At Meriwether, we conduct specific financial examinations tailored to each client’s needs. Instead of providing a general assessment, our procedures focus on specific financial areas or transactions. First, we will agree on the procedures to be performed with our client, and then we will conduct those procedures meticulously. This service is valuable when you require a detailed examination of certain financial aspects, often for regulatory compliance, internal control assessments, or special projects. Agreed-upon procedures reports provide precise findings without the comprehensive assurance of an audit, making it a flexible tool for targeted financial scrutiny.

DUE DILIGENCE

We provide a vital service of due diligence through examining and analyzing your business’s financial and operational aspects. This service will help potential investors, buyers, or lenders make informed decisions by assessing the risks and opportunities associated with your business. Meriwether conducts due diligence to verify the accuracy of your financial statements, assess your company’s financial health, scrutinize contracts and agreements, and identify potential red flags. Ultimately, we can help you make sound financial choices by comprehensively understanding the business you are interested in.

CONTACT US

Please fill out this form and let us know how we can be of service.

Members of AICPA
Member of ISCPA
Accountant Finder Network
Intuit Certified ProAdvisor