About Us

We help small to mid-sized businesses scale smarter by providing experienced finance, operations, and business support; without the cost of full-time employees.

Experience

+30 Years

combined experience

Finance, Operations, and Growth Team

We know that behind every small business is a founder who started with a dream and it likely didn’t involve untangling balance sheets. At Meredith, Thomsen, & LaPoint, we don’t just hand over reports; we join your team as partners who care about your goals as much as you do. We started this firm because we watched too many great entrepreneurs get stuck behind financial and operational hurdles they weren't trained to jump over. We handle your books and back-office operations so you can get back to the work you actually love.

Certified

You can trust that we are all certified, educated and qualified in our respective fields.

Veteran Owned

We're a Veteran owned small business, from serving our country to serving our clients, we take pride in what we do.

gold pro advisor

Vision

Provide an innovative solution to small-to-mid size businesses to allow for growth without the traditional hassle.

Mission

To provide you with excellent service across all types of business operations with a single one-stop-shop.

Why Choose Us

Trusted by many to provide solutions

Working with us means having a teammate in your corner. We focus on four simple goals to help you grow:

Expertise when you need it

You get the guidance of an experience without the six-figure salary. We fill the gap between daily operations and long-term planning.

Thinking two steps ahead

We don’t just look at what happened last month. We look for ways to save you money, fix leaks in your cash flow, and keep your business safe from avoidable risks.

Support that moves with you

Business changes fast. Whether you’re hiring your first employee or preparing for a sale, we scale our help up or down to fit where you are today.

Proven Methodology

We turn messy operations into a clear map. We set up simple systems so you always know exactly where your money is going and what your next move should be.

Our Partners

Whether you're looking for financial help or a simple automation, we've got your back.

T. Wayne Meredith

Financial Management

Drew Thomsen

Business Operations

Daniel LaPoint

Sales & Outreach