Serving San Diego, CA — 4.9★ rated by 160+ clients. An AI intake agent books consultations and captures new-client inquiries 24/7 — no missed leads.
Books consultations, answers service questions, and qualifies new-client inquiries — 24/7. The first firm to respond usually wins the engagement.
That consult just got booked in real time — and you were heads-down at month-end. This is what happens when a prospective client reaches out after hours. While other firms reply in two days, this one already booked the meeting.
Accounting, tax, and advisory services for San Diego individuals and businesses.
Individual and business returns, filed accurately and on time — maximized, never red-flagged.
Clean monthly books and reports so you always know where you stand.
Retirement, investments, and goals-based planning for the long game.
Entity setup, cash-flow strategy, and CFO-level guidance as you grow.
Accurate, compliant payroll so your team is paid right, every time.
Reviews, compilations, and audit support that hold up to scrutiny.
While you’re buried in client work, here’s what the data says about the leads you’re missing.
of new-client inquiries arrive after hours or at deadline crunch — when no one’s answering
clients hire the first firm that responds — a 2-day reply loses the engagement
annual value lost per missed client who signs with another firm
“Reached out about my business taxes on a Sunday night, totally expecting silence. Got an instant reply and a consult booked for Tuesday. They caught deductions my last accountant missed. Meridian made switching effortless.”
Foundation = get found. Revenue = never miss a call. Authority = also pay for the traffic. The demo above runs on the Revenue plan.
No card required · Cancel anytime · Built by Juan at Vulcani, San Diego