We help you build a successful business
personalized guidance to help your business thrive
Are you a business owner struggling to keep your business afloat?
Do you sense something is off but can’t quite identify the problem?
Do you love your work but feel overwhelmed by financial reports?
By combining financial acumen with strategic insight and personal support, a CFO can be an invaluable advisor and confidante, helping business owners navigate challenges and achieve their vision for success.
At Meridian CFO Solutions, our dedicated CFOs are not just financial experts—they’re your trusted partners. We provide personalized guidance to help your business thrive and achieve remarkable profitability, every step of the way.
We are your Personal Business Advisor.
We can play a crucial role as an advisor to a business owner in several ways:
Cash Flow Management
Ensuring the business has sufficient cash to meet its obligations and invest in growth opportunities.
Profitability Improvement
Identifying areas where the business can increase sales or reduce costs to improve overall profitability.
Strategic Partnership
Providing insights and financial expertise to help shape your long-term vision and achieve your goals.
Funding and Capital Structure
Advising on the best mix of debt and equity financing.
Performance Monitoring
We track key performance indicators (KPIs) and other metrics to monitor the health of the business. We provide regular updates and insights, helping you stay informed and proactive.
Objective Perspective
As a trusted advisor, we can offer an objective viewpoint on business decisions. We provide honest feedback and constructive criticism, helping you see the bigger picture and avoid potential pitfalls.
Confidential Advisor
Business owners often face sensitive issues that require discretion. We can serve as a confidante, offering a safe space to discuss concerns and explore solutions without fear of judgment.
Support During Transitions
Whether it’s a merger, acquisition, or major restructuring, we can guide you, the business owner through complex transitions, ensuring financial stability and strategic alignment.
Personalized Advice
Understanding the unique challenges and goals of the business, we tailor our advice to meet your specific needs, fostering a strong, supportive relationship.
Let’s build your business together.
Hello, I’m Preeti.
I am a Chartered Professional Accountant (CPA) with over 20 years of experience in accounting and finance leadership. Throughout my career, I have collaborated with businesses across diverse industries, helping them achieve profitability, optimize cash flow, and drive sustainable growth.
My passion lies in guiding struggling business owners to transform their operations into thriving, financially sound enterprises.
On a personal note, I love to travel and cherish spending time with my husband, our two daughters, and our two dogs.
