Meridian & Co.
“The numbers people you'd actually recommend.”
A warm, editorial site for a boutique CPA firm — the trustworthy partner look, with a booking engine and a back office running underneath.
The numbers people you'd actually recommend.
Bookkeeping, tax and advisory for owners who'd rather build the business than chase the books.
Boutique firms win on relationships but lose online to faceless chains and software brands. Meridian wanted to read as the senior, dependable advisor — while still capturing the after-hours enquiry, collecting documents securely, and taking engagement deposits without a single phone call.
- 12-page marketing site — services, industries served, pricing, results, about, guides, blog.
- Online consultation booking + Stripe — engagement deposits, fixed-fee checkout, or a CRM-sent pay-link.
- 4 free tools — tax-deadline checker, take-home pay estimator, entity-structure advisor, quarterly-estimate calculator.
- 24/7 AI assistant trained on the firm's real services, fees and filing deadlines.
- Secure client dashboard — documents, engagements, invoices, message history.
- 12-module admin CRM — leads pipeline, clients, engagements, documents, invoicing, messaging, automations, content, reviews, reports, chatbot inbox.
- Automated follow-ups — enquiry reply, deadline reminders, post-engagement review request (email + SMS).
- Hyperlocal + AI-search pages — a page for every service in every area, structured to rank on Google and be cited by ChatGPT and Perplexity.
Senior and reassuring: warm cream paper, deep navy ink and a single hand-set gold accent, large serif headlines over hairline rules. The look of a firm that's been trusted for decades. Full light + dark.
Type: Fraunces · Inter
- Tax-deadline checker
- Take-home pay estimator
- Entity-structure advisor
- Quarterly-estimate calculator
Next.js 16 · Neon Postgres + Drizzle · Clerk auth · Stripe · Resend + Twilio · OpenRouter AI · deployed on Vercel. SOC-minded: documents encrypted at rest, card data never touches the site, explicit authorization on every action.
Read as the firm you'd trust with your books, capture the enquiry that comes in at 9pm, collect documents securely, and bank the engagement deposit before the first call.
Get your firm found.
Then grow it.
Pick a package, hit checkout, or book a 15-minute call if you'd rather have a human walk you through the scope. Either way, we'll be writing copy by next week.