No BS, just books.
And a real person who picks up the phone.
Accounting, bookkeeping, and administrative family office services for high-net-worth individuals and businesses who expect more from their financial team.
Welcome! I’m Meredith.
After 10+ years in accounting, I've learned that quality financial service is about more than the deliverables. What sets us apart is remembering what matters to you, picking up the phone when you call, and understanding your full financial picture.
I started Align because I grew tired of watching clients get shuffled around large firms, landing at the bottom of rotating inboxes, and starting over with a new associate every year. You deserve a consistent, trusted partner who empowers you to make confident financial decisions for your long-term success.
You won't find yourself waiting on me. Your requests are my top priority, and I'll always meet you where you are — with warmth, clarity, and a genuine interest in helping you move forward.
When I'm not at my desk, you might see me at a sound bath, on the volleyball court, or traveling to somewhere I've never been before. Learning and connecting are not just hobbies; they’re the foundation upon which I build both my life and career.
At Align, we believe that managing your finances should feel like working with someone who truly cares.
We put your needs above all else, with honest communication, timely responsiveness, and service that's built around your goals.
What can we do for you?
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Complete, accurate, and timely recording of your financial activity across all your entities. We provide monthly reconciliation of your asset balances and categorize all expenditures within QuickBooks Online or your preferred accounting system.
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Meaningful, individualized reports that give you a clear picture of your finances when you need it. Our services, ranging from cash flow modeling to net worth reporting, are fully customizable to support your objectives.
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Organized compilation of your tax documents, reports, and financial information ahead of every deadline, so your tax preparer has everything they need, and you can breathe easy when the season hits.
Let’s get into alignment
Book a free consultation and we'll talk through your goals, pain points, and whether we're a good fit. No pressure! Just a quick conversation with someone who's happy to assist.