For CPA & advisory
Add an AI advisory service line without building an AI team.
Your clients already trust you to advise on AI. Keep the relationship, add the margin, and let us deliver under your co-brand.
- Sellable line in about six weeks
- Zero fixed cost to start
- You keep the relationship and the margin
Meridian CPAMeridian CPA can help your finance team identify and execute AI without breaking controls
Highest-value plays first, then production: assessment, pilot, and rollout under Meridian's paper.
The opportunity
The seat you already hold
Regional CPA and advisory firms sit on the densest trust network in the mid-market, and they are fielding AI questions in every quarterly touchpoint. Referring the work out loses revenue and relevance. Hiring an AI bench costs six figures before the first engagement.
Built for Managing partners and practice leaders at firms with 10–100 professionals and a business-client book.
Client questions
What your book is already asking
If these sound familiar, you already have demand. The question is whether the answer stays inside your firm.
- What should our AI policy look like before tax season?
- Can you help us automate invoice intake without breaking controls?
- Who do we trust to run a fixed-fee AI pilot?
- How do we use AI in CAS without exposing client data?
- Will using ChatGPT create audit or confidentiality issues?
- Can you review the AI tools our controller already bought?
What you sell
Packaged offers under your paper
Co-branded kit included. Full white-label materials available as an upcharge on co-sell and embedded.
- $15k–$25k
AI Opportunity Assessment
2–3 week map of high-value plays across a client's finance and ops stack, ending in a pilot recommendation.
- $30k–$75k
Pilot Build
One production workflow with written success criteria. Common starts: document intake, close support, client reporting copilots.
- $4k–$15k/mo
Managed AI Operations
Ongoing monitoring, iteration, and quarterly review with you in the room.
Objections
What managing partners ask before signing
Will this put our attest independence at risk?
Client AI work stays advisory and implementation under your engagement terms. We scope away from restricted services and document the line with your practice leader before anything ships.
Our partners are not technical.
They sell an outcome to a client who already trusts them, using a one-pager written for that client. We train the team and co-sell the first three deals.
Will you go around us to our clients?
No. Contractual non-solicit during the partnership and for 24 months after. Your paper, your pricing, your relationship. Co-branding exists so your name always leads.
What if delivery goes wrong on our letterhead?
Every engagement starts as a scoped, fixed-fee pilot with written success criteria. Nothing ships to your client without your sign-off.
What happens next
From a working session to a sellable line
One clear path. The Revenue Map is free, and yours to keep either way.
- 01
Book the session
Tell us your firm and roughly how many clients could buy an AI line. Takes a minute.
- 02
45-min Revenue Map
We walk your client list segment by segment and show you what an AI service line is worth in your book.
- 03
Co-branded kit
If the math works, we stand up your service line and sales-ready one-pagers under your name.
- 04
First deals co-sold
We sell the first three engagements with your partners, typically inside six weeks of kickoff, and stay on call for every deal after.
Keep reading
Related pages
See what an AI service line is worth in your book.
Book a free 45-minute AI Revenue Map session. We walk your client list segment by segment. Yours to keep either way.