Our 4-Step Process for Small Businesses and Their Owners

Working with Meester & Company is a very different experience. We specialize in advisory services for small businesses and their owners. Our innovative, year-round approach focuses on four stages to help you get to where you want to be.

Strategic Assessment

Comprehensive assessment of an owner-operated business' financial health and tax situation.

Identification of areas for improvement and uncovering of hidden opportunities.

In-depth review of tax and accounting processes.

Expertise in tax law and regulations to help businesses minimize their tax liability.

Dashboard mockup
Dashboard mockup

Implementation Phase

Customized tax planning and financial management strategies tailored to each small business' unique needs.

Proactive approach to help businesses stay ahead of the curve.

Expertise in cash flow analysis, management reports, and key performance indicators (KPIs) to support business growth.

Objective advice and comprehensive financial analysis to help small businesses make informed decisions and navigate complex situations.


Ensuring the accuracy and compliance of your business’ financial records.

Streamlining of accounting systems to enable better decision-making based on reliable data.

Identification and resolution of issues in financial records.

Ongoing support and communication to help owner-operated businesses stay on top of their financial management.

Dashboard mockup
Dashboard mockup

Ongoing Services

Peace of mind with ongoing support, guidance, and communication.

Assistance with tax projections and year-end planning.

Customized solutions tailored to each business' unique needs.

Expertise in financial management, cash flow analysis, and business advisory services to support small business growth and success.

Interested in working with our team?

We've helped hundreds of small businesses simplify their accounting and taxes.
Services being offered do not require a state license / © 2023 Meester & Company, Inc. / Powered by RenewGroup / Built by Firm Studio