Mer-Fi Services
Mer-Fi is your trusted partner for financial growth and stability. At Mer-Fi we assist business owners just like you with turning numbers into informed decisions that drive positive results! Not sure how partnering with a CFO Advisor can help grow your business schedule a complimentary call today! Take the first step. Allow Mer-Fi to provide you with the guidance your businesses requires to reach it fullest potential. Trusted support is only a call away. Mer-Fi is here and eager to help!
CFO Advisory Services
Are you a small business owner whose business relies on you to operate? better yet you're in a Catch-22. You would like to scale your business but you need cash to make it happen; BUT you can't get more cash without growing your business! Perhaps simply you just want to have a growing and more profitable business.
Partnering with a Mer-Fi Chief Financial Officer (CFO) may be the perfect solution that you are looking for. Your CFO Advisor will perform monthly assessments of your business to let you know exactly what is and more importantly what is NOT working in your business. Your CFO advisory will arm you with a Proven Plan. Curated step-by-step actions to take that will straighten your business, increase profits, and ensure optimal growth.
Imagine having a trusted Business Coach, Advisor, & Therapist all in one place at one flat monthly rate! If your interested Schedule a Call Today!
Education & Public Speaking
Are you looking to shake up your next event with a high-energy, captivating, and deeply engaging speaker, look no further! Mer-Fi's in person and virtual training sessions (customizable by audience) equip business owners with the essentials—smart bookkeeping habits, understanding financial statements, practical cash-flow optimization, debt utilization, and much more. All trainings are designed to help business owners make sharper, data-driven decisions to yield positive results in their businesses.
Whether the goal is building an elite and fundable business or simply tightening up financial systems, these trainings deliver actionable steps you can apply the same day. With an energetic, practical, and laser-focused approach to helping business owners grow with confidence and intention.
If you have an audience of eager business owners we'd love to speak to them. Fill Out a Speaker Request Form Today!
Bookkeeping & Tax Compliance
Are you tired of dreading the inevitable task of checking your accounting software? Maybe your business has outgrown your ability to make sure you are operating in compliance with all of your bookkeeping and tax compliance needs...because let's be honest staying on top of account reconciliations, tax preparation, and cash flow management as a business owner can be overwhelming.
Don't let the success of your growing business also be it's ultimate demise! Having accurate, timely, and reliable bookkeeping is a small businesses super power. Equip your business with the power you need NOW before you ever need it...because you will!
Get Help with:
1. Monthly Bookkeeping & Reconciliations
2. Quarterly Tax Estimates & Payment Processing
3. Annual Business Tax Filings
4. Cash Flow Optimization & Strategic Planning
One Single Source Solution all for 1 Flat Monthly Rate!
Free Business Counseling
Are you thinking of starting a business but not sure where to start? Perhaps you are an established business owner looking for help to navigate you next major financial transaction such as applying for lending or streamlining financial operations . Maybe you are a aging business owner looking for the exit strategy that is best for you. No matter what stage of business you are in speaking with a CPA will help you get the clarity you need!
Mer-Fi is proud to partner with the National Community Reinvestment Coalition (NCRC) to support small business owners nationwide with quality support to help grown and sustain their businesses through virtual business counseling sessions.
These sessions provide expert support with financial statement reviews, startup planning, CPA advisory, lending readiness, and so much more. Gain practical insights and strategic guidance tailored to your needs. Come prepared with your documents or questions, and walk away with clarity and next steps you can trust.
