Meridex
Meridex accounting services for startups

§ 00 — Service Catalogue

Three Services.
One Clear Path.

Each Meridex service addresses a distinct stage of early-company financial life — from the first chart of accounts to polished investor documentation. Structured, transparent, and designed for founders who need clarity.

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§ 01

A Catalogue of Structured Services

Accounting needs change as a startup matures. A newly registered company faces entirely different challenges than one presenting financials to a Series A investor. These three services reflect that reality — each scoped to a specific moment in the growth arc.

The catalogue is structured so founders can identify where they stand and what kind of support is most appropriate right now. There is no bundling or pressure to take on more than a particular stage requires.

How this catalogue is organized:

  • Each service has a defined scope and deliverable
  • Pricing is stated clearly, without hidden fees
  • Each is suitable for a particular stage of company life
  • Services can follow a logical progression as the company grows
§ 02

Service Entries

Each entry is presented with its scope, target stage, and what it includes.

Entry 001 One-Time Setup

Startup Financial Setup

A foundational package for newly formed businesses that need their accounting infrastructure established properly from the start. Covers chart of accounts configuration, accounting software selection and setup, initial opening balances, and a walkthrough of basic record-keeping procedures. Includes a reference guide customized to the business for ongoing use.

What's Included

  • Chart of accounts configuration
  • Accounting software selection & setup
  • Initial opening balances
  • Record-keeping walkthrough
  • Customized reference guide

Suitable For

Startups in their first year of operations that have not yet established formal accounting systems. Works best before the first external transaction or payroll cycle.

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Investment

$800

USD · one-time

Stage

Pre-revenue / Year 1
Startup Financial Setup
Entry 002 Monthly Retainer

Seed & Early-Stage Financial Tracking

Ongoing bookkeeping and financial monitoring tailored to the specific needs of early-stage companies. Tracks burn rate, runway calculations, and investor-related transactions alongside standard bookkeeping. Monthly reports are formatted to align with common investor reporting expectations. Designed for startups that have received seed funding and need clear financial visibility for their stakeholders.

What's Included

  • Monthly bookkeeping
  • Burn rate & runway tracking
  • Investor transaction categorization
  • Monthly investor-formatted reports
  • Stakeholder-ready financial visibility

Suitable For

Companies that have received seed or pre-seed funding and need to maintain clear, investor-legible financial records on an ongoing basis. Works well as a continuation after Entry 001.

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Investment

$450

USD · per month

Stage

Post-seed / Active
Seed Stage Financial Tracking
Entry 003 Project-Based

Investor-Ready Financial Package

Preparation of polished financial documents suitable for sharing with prospective investors during fundraising. Includes historical financial statements, forward-looking projections, cap table reconciliation, and a use-of-funds summary. Each document is reviewed for consistency and presented in a professional format. Appropriate for startups preparing for Series A or later funding rounds.

What's Included

  • Historical financial statements
  • Forward-looking projections
  • Cap table reconciliation
  • Use-of-funds summary
  • Document consistency review

Suitable For

Startups preparing for Series A or later funding rounds who need clean, coherent financial documentation for prospective investors. Typically engaged 6–10 weeks before a planned raise.

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Investment

$1,800

USD · per project

Stage

Pre-Series A / Raise
Investor-Ready Financial Package
§ 03

Side-by-Side Reference

A condensed comparison to help identify which service applies to a given situation.

Criterion Financial Setup Seed Tracking Investor Package
Delivery Format One-time project Monthly ongoing Project-based
Investment $800 USD $450 / month $1,800 USD
Primary Output Configured accounting system + reference guide Monthly reports + burn/runway data Investor-ready document set
Best Entry Point Before first transactions Post-seed, ongoing operations 6–10 weeks before fundraise
Investor Relevance Foundational only Ongoing stakeholder visibility Direct fundraising use
Can Follow Another Standalone or first step Naturally follows Entry 001 Often builds on Entry 002 history
§ 04

Who Each Service Is For

Context helps clarify which service fits a particular moment in a company's growth.

Entry 001

The Founder Who Is Just Starting Out

You have incorporated your company, perhaps opened a business bank account, and want to make sure the accounting side is established properly from the start — rather than untangling it later.

Entry 002

The Seed-Stage Company in Motion

You have money in the bank from investors and now need to track it carefully. Your board or investors expect a level of financial clarity that generic bookkeeping tools do not naturally produce.

Entry 003

The Startup Approaching a Funding Round

You are preparing to speak with Series A investors and need financial documents that reflect your company's story clearly, consistently, and professionally — not assembled from spreadsheet exports at the last minute.

§ 05

Pricing Overview

All pricing is stated in full. There are no onboarding charges or hidden line items.

Entry 001

Startup Financial Setup

$800 USD

one-time payment

  • No recurring commitment
  • Scoped project with clear end point
  • Deliverable: configured system + guide
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Ongoing

Entry 002

Seed & Early-Stage Tracking

$450 USD/mo

monthly retainer

  • Month-to-month arrangement
  • Consistent monthly deliverables
  • Burn & runway reporting included
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Entry 003

Investor-Ready Financial Package

$1,800 USD

per project

  • Fixed-scope project
  • Full investor document set
  • Reviewed for consistency & format
Learn More
§ 06

Common Questions

A reference for questions that typically arise when reviewing the service catalogue.

Do I need to take the services in order?

No. Each service is independent and can be engaged on its own. That said, the services do follow a logical progression. A company that has already worked through Entry 001 will find Entry 002 easier to onboard, and a company with clean records from Entry 002 will have a smoother path through Entry 003. But none requires the others as a prerequisite.

What if my company already has some accounting in place?

Entry 001 can still be useful even if you have existing records — it often involves reviewing and restructuring what is already there, rather than starting from zero. For Entry 002, an intake assessment is typically done in the first month to understand the existing state of bookkeeping before the ongoing work begins.

What accounting software does Meridex work with?

The selection of accounting software is part of the Entry 001 process and depends on the company's specific situation, jurisdiction, and anticipated growth trajectory. This is discussed during an initial conversation rather than prescribed in advance. For Entry 002, Meridex can work within whatever system was set up, or recommend a migration if the current setup is not well-suited to investor reporting.

How long does Entry 003 typically take to complete?

Timeline depends on the quality and completeness of existing financial records, the number of historical periods to cover, and the complexity of the cap table. In most cases, the work spans three to six weeks. Companies with organized records from an ongoing bookkeeping arrangement tend to fall at the shorter end of that range.

Can Entry 002 be paused if business circumstances change?

The arrangement for Entry 002 is month-to-month. There is no long-term contract requirement. If circumstances change, the engagement can be wound down at the end of a billing period. The records and reports produced during the engagement remain yours in full.

How do I get started?

The first step is a brief initial conversation to understand where your company is and what makes sense to work on first. You can reach the team via the contact form on the home page. There is no commitment required to have that initial discussion — it is simply an opportunity to assess fit and clarify scope.

§ 07 — Next Step

Start With a Conversation

If you have reviewed the service catalogue and have a sense of where your company stands, the next step is a brief initial discussion to confirm fit and clarify scope. There is no pressure — just a practical conversation.

Get in Touch

Or write directly: [email protected]