Running a business is hard enough without worrying about whether your books are accurate, your financial statements make sense, or if you're making the right strategic decisions. That's where we come in. Meridian Ops Group was founded on a simple principle: small and medium-sized businesses deserve the same level of financial expertise that large corporations have access to—without the enterprise price tag.

Based in Wesley Chapel, Florida, we're a US-based team of bookkeeping and financial professionals who understand the unique challenges facing growing businesses. We're not a faceless offshore operation or a one-person show struggling to keep up. We're a dedicated team with specialized expertise in bookkeeping, financial advisory, and data-driven decision making.

What makes us different? We don't just process transactions—we become an extension of your team. Our Head of Bookkeeping, Michelle Velasquez, brings over 10 years of experience managing books for businesses across construction, real estate, and professional services. Our financial advisory team, led by Tony Sosa and Carlos Artica, has a combined 20+ years in corporate finance and CFO services. And our acquisition intelligence practice, led by Allan Rodriguez, helps businesses make data-driven decisions about growth, acquisitions, and competitive positioning.

We chose to build our practice in Wesley Chapel because we believe in supporting local businesses while leveraging technology to serve clients nationwide. Whether you're a contractor in Tampa, a real estate developer in Orlando, or a professional services firm anywhere in the country, we bring the same level of dedication, accuracy, and strategic thinking to every engagement. You get direct access to our team, same-day responses, and financial operations that actually make sense.

Most importantly, we understand that bookkeeping and financial services aren't just about compliance—they're about giving you the clarity and confidence to make better business decisions. When your books are clean, your cash flow is visible, and your financial advisor understands your business, you can focus on what you do best: growing your company.

Let's start with the basics: bookkeeping is the foundation of your financial operations. It's the systematic recording, organizing, and management of all your business transactions—every sale, every expense, every payment in and out of your business. Without accurate bookkeeping, you're flying blind. You don't know if you're profitable, where your cash is going, or whether you can afford that next hire or equipment purchase.

Many business owners confuse bookkeeping with accounting or think they need a CPA for everything. Here's the truth: bookkeeping is the day-to-day work of keeping your financial records clean and organized. It includes reconciling your bank accounts, categorizing transactions, managing accounts payable and receivable, and producing monthly financial statements. Accounting and CPA services, on the other hand, focus on tax preparation, audits, and high-level financial strategy. You need both, but bookkeeping comes first—and it's something most small businesses need every single month.

At Meridian Ops, our bookkeeping service is designed specifically for small to medium-sized businesses that need reliable, professional bookkeeping without the overhead of hiring a full-time bookkeeper. We handle everything from initial chart of accounts setup to monthly reconciliation, financial statement preparation, and ongoing transaction categorization. We work in your existing accounting software—whether that's QuickBooks Online, Xero, or another platform—and integrate seamlessly with your banking, payroll, and payment systems.

Why should you work with us instead of doing it yourself or hiring someone part-time? Because accuracy matters, and so does your time. A small mistake in your books can snowball into tax problems, cash flow issues, or bad business decisions based on incorrect data. Our team, led by Michelle Velasquez, has over a decade of experience across industries like construction, real estate, and professional services. We know the common pitfalls, the IRS requirements, and how to structure your books so they're not just compliant—they're useful.

Our bookkeeping clients get monthly financial statements delivered within 5 business days of month-end, direct access to their dedicated bookkeeper, and the peace of mind that comes from knowing their numbers are right. Whether you're preparing for tax season, applying for a loan, or just trying to understand whether you're making money, clean books are the starting point. And that's exactly what we deliver.