The AI operating arm for client-led firms

Your clients will buy AI from someone. Make sure it’s you.

Launch a co-branded AI service line without hiring a delivery team. You own the client, pricing, and margin. We supply the strategy, implementation, and sales support.

See how the model works

Free Revenue Map. Starts with a 20-minute alignment call.

  • Zero fixed cost to start.
  • New revenue line. Same headcount.
  • First sale often within six weeks of kickoff.
Illustrative client-facing artifact
Outsized Outcomes Meridian CPA
AI ADVISORY SERVICE
Prepared for your clients

Meridian CPA can now help you identify and execute AI within your company

Identify the highest-value opportunities, then put them into production: strategy, build, and rollout handled end-to-end.

3.4× lift
Illustrative pipeline
9 wks
Illustrative time
68%
Illustrative margin
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Specifically built for

CPA & advisory Staffing agencies MSPs & IT services

Firms that already own the client relationship. You bring it; we supply the AI strategy, delivery, and sales support behind it.

The decision

Four answers to the same client question

The choice is not whether your clients adopt AI. It is who helps them do it, and what your firm keeps when they do.

01Build internally
12–18 months Relationship and margin, after substantial fixed cost
02Refer the work out
Weeks The introduction, not the delivery revenue
03Wait
No timeline Short-term simplicity, less long-term relevance
04Launch together
Six weeks Client, credit, pricing, and margin
Illustrative model

The opportunity is already in your book

A deliberately conservative model: one client in twenty says yes, sold at your price, delivered by us.

Your Revenue Map replaces this model with your actual book, segment by segment.

Year-one model 200 clients
  1. Engagements at a 5% yes rate10
  2. Average engagement, at your price~$40k
  3. Your margin on each, 20% spread~$8k
Year-one partner margin ~$80k
Year two: 4 convert to managed AI ~$6k/mo
The operating model

You bring the trust. We bring the operating arm.

Your firm owns

The relationship stays where it belongs

  • 01Client relationship and account strategy
  • 02Pricing and commercial terms
  • 03Final approval before anything ships
Outsized Outcomes handles

The capability appears without the headcount

  • 01Opportunity mapping and service-line design
  • 02Production builds, integrations, and operations
  • 03Co-branded sales assets and deal support
  1. Week 0 Revenue Map We work from your real client list and name the AI offers already credible in your book. You leave with a ranked map of where revenue can land first.
  2. Week 1 Package the offer We lock scope, pricing, co-brand, and the sales narrative. Your firm gets a service line partners can take into a client conversation the same week.
  3. Week 3 Ready your partners Co-branded one-pagers, talk tracks, and a short training for the people who own the relationships. Plus a target-account plan for the first wave.
  4. By week 6 Co-pitch the first deals We join the first three pitches shoulder-to-shoulder. After that, an advisor stays available whenever you want us on a call.
Standard partnership commitments

Terms built to protect your firm.

24 months
Contractual non-solicit during and after the partnership
$0 fixed
No subscription or fixed starting cost
6 weeks
Target from kickoff to the first client pitch
Every deal
Your approval before anything reaches a client
Choose your depth

Start where your team is comfortable

01

Referral

You introduce. We deliver under a co-brand. Your firm shares in every engagement.

Revenue share
02

Co-sell Most partners

You sell on your paper at your price. We support the sale and deliver at a wholesale rate.

Your margin
03

Embedded

A dedicated strategist, custom service lines, joint planning, and negotiated economics.

Custom
Straight answers

What managing partners ask before they say yes

Will you go around us to our clients?

No. Contractually, your clients are never our prospects, during the partnership and for 24 months after. Your paper, your pricing, your relationship. Co-branding exists precisely so your name always leads.

It’s our reputation on the line. What if delivery goes wrong?

Every client engagement starts as a scoped, fixed-fee pilot with written success criteria, and nothing ships to your client without your sign-off. Your reputation is never staked on an open-ended build.

Our partners aren’t technical. Can they really sell this?

They don’t sell AI; they sell an outcome to a client who already trusts them, with a one-pager tailored to that client. We train your team and co-sell the first three deals shoulder-to-shoulder. After that, an advisor can join any sales call you want us on; your partners are never selling alone.

What about our clients’ data?

Client data stays in the client’s environment wherever possible, and we operate under your engagement terms and theirs. Security review is available for regulated clients.

We’re an MSP / IT firm. Do you still handle delivery?

Only if you want us to. For firms with a delivery bench, we can stay on strategy, scoping, co-branded materials, and sales enablement while you implement under your stack and SLAs.

01 / 20

If one client in twenty says yes, what is the line worth?

Twenty minutes to see if a Revenue Map belongs on your book. If it does, we run the working session next — and the map is yours either way.

Free. No preparation. Starts with alignment.