HOW IT WORKS
One team, one system, always on.
From clean books to a live cockpit to a licensed treasury layer — Garzon Meridian runs your finance function in one place.
THE OPERATING RHYTHM
01
It starts with the books
We run continuous bookkeeping, close cleanly every month, and tag risk-heavy flows — related-party transfers, owner draws, intercompany balances — as they happen.
02
Then it goes live
Replace monthly slide decks with a cockpit for real cash position, months of cash, what each product earns, and scenarios. When cash trends tight, you hear about it weeks early.
03
Tax is planned, not patched
Your CPA-led strategy is built into the relationship — how you pay yourself, timing purchases, and qualifying for structures — so moves happen before year-end.
04
Cash goes to work
Once books are clean and forecasts are live, we use a licensed advisory layer to separate operating, reserve, and strategic cash, putting idle portions to work — held at third-party custodians, never by us.
CLEAN LINES
Who does what
Garzon Meridian
Bookkeeping, the live cockpit, and the CFO function — the operating core.
Licensed CPA
All tax strategy and filings are delivered by a licensed CPA.
Registered Adviser
Investment and treasury advice sits inside a Registered Investment Adviser; assets stay at third-party custodians.