Numbers, kept in beautiful order.
Tax, bookkeeping, and advisory for small business owners and company directors across Richmond and inner Melbourne. Registered agents, Xero and MYOB fluent, straight answers.
Built for Melbourne's working businesses
Sole traders
Freelancers, consultants, and independents who want clean books, straightforward tax returns, and advice they can actually use.
- Annual tax return
- Quarterly BAS
- Deduction maximiser
- Xero Cashbook setup
Trades and contractors
Builders, electricians, plumbers, and other trades who need Simpler BAS, vehicle and equipment deductions handled correctly, and payroll sorted.
- Simpler BAS lodgement
- Vehicle and plant deductions
- Subcontractor reporting
- Payroll and super
Growing companies
Businesses scaling past $1m in revenue that need proper management accounts, cashflow forecasting, and a finance partner to help them grow sensibly.
- Monthly management accounts
- Cashflow forecasting
- Board reporting
- Profit improvement
Professional services
Accountants, lawyers, architects, specialists, and other professionals managing practices, partnerships, and personal wealth alongside business income.
- Trust and company structures
- Division 7A management
- SMSF
- Succession planning
Services / 01-06
Everything your business needs, under one roof.
Tax and compliance
Individual, company, trust, and partnership returns prepared accurately and on time. We find the deductions others miss and keep you fully compliant with the ATO.
Bookkeeping
Tidy books and monthly reconciliation in Xero or MYOB, kept current all year, so your figures are always ready when you need them, not scrambled together at tax time.
BAS and GST
Quarterly BAS lodgement, GST reconciliation, and PAYG instalments handled properly. No last-minute panic on the 28th of the month.
Advisory and forecasting
Cashflow forecasting, profit improvement, and strategic planning. We sit on your side of the table with a clear-eyed view of the numbers.
New company setup
Structure your business correctly from day one. We advise on the right entity, handle the ASIC and ATO registrations, and explain what each structure means in practice.
SMSF
Self-managed super fund establishment, compliance, annual audits, and tax returns. We help you build wealth in a structure that works hard for you.
Fig. 02 / The ledger year
The year, in order.
Six dates every Melbourne business owner should have pinned to the fridge. We track every one of them, so you never have to.
Fig. 03 / About
Accounting is a relationship, not just a transaction.
Meridian Tax and Advisory was founded in Richmond in 2012 by Sarah Chen with a simple conviction: small business owners deserve the same quality of financial counsel as the big end of town, without the distance that comes with it.
We are a boutique firm of seven. We work with sole traders, tradies, professionals, and companies up to around ten million dollars in turnover. Our clients stay because we know their business, return calls the same day, and give them honest advice even when it is not what they hoped to hear.
Proactive advice is the cornerstone of how we work. We do not wait for tax time to think about your situation.
Sarah Chen, Principal. CPA, B.Com (Melb)
Same-day response, always
Fixed-fee pricing, no billing surprises
Plain English, no jargon
Proactive contact four times a year
How we work
Three principles, no exceptions.
Fixed monthly fees, no surprises
You know exactly what you pay before we start. No billing by the hour, no unexpected invoices. Our packages are clear, and we agree any additional scope with you upfront before doing any work.
Proactive year-round advice
We do not wait for June 30 to think about your tax. Quarterly check-ins, mid-year reviews, and alerts when something changes that could affect you. You are never flying blind.
Plain-English answers
Tax law is complicated. Our job is to translate it. We explain your options clearly, help you understand the trade-offs, and then let you make the decision. No jargon, no condescension.
Fig. 04 / Engagement ledger
Simple, fixed monthly fees.
Starting points only. Your exact package depends on transaction volume, payroll, and the complexity of your structure. Book a meeting and we will give you a firm quote on the spot.
Sole traders and freelancers
- Annual tax return
- Quarterly BAS lodgement
- Xero Cashbook setup
- ATO correspondence
- Email support
Most popular engagement
Companies and growing businesses
- Everything in Starter
- Monthly Xero reconciliation
- Company and trust tax return
- Quarterly review call
- PAYG and payroll
- Priority phone support
Businesses scaling past $1m revenue
- Everything in Business
- Monthly management accounts
- Cashflow forecasting
- Board-ready reporting
- Unlimited advisory calls
- Dedicated account manager
All prices exclude GST.
Packages require a minimum three-month engagement.
Client reviews
What Melbourne businesses say.
4.9
from 180+ Google reviews
"Sarah picked up deductions my previous accountant had been missing for three years. The difference was several thousand dollars. More than that, she actually explains what is going on, which I had never had before."
"We were growing fast and our books were a mess. Meridian rebuilt our Xero from scratch and now I have monthly reports I can actually read. For the first time I know where the business stands."
"The fixed fee arrangement removed a lot of anxiety. I know what I am paying, I can call any time without worrying about the clock running, and they are genuinely interested in how the practice is doing."
Reviews sourced from Google. Individual results may vary.
Common questions
Questions we hear often.
How is Meridian different from larger firms or online filing services?
We are a boutique firm, so you work with the same accountant every time, not a different junior each year. We offer the same depth of technical expertise as a larger firm, with the accessibility and personal attention of a small practice. Unlike online filing services, we provide proactive advice and year-round support, not just compliance.
What does a fixed monthly fee actually include?
Each package lists exactly what is covered. Within your package, there are no extra charges for emails, phone calls, or ATO correspondence. If you need something outside your package, we agree the scope and price with you upfront before doing any work. No surprises on the invoice.
Do I need to switch to Xero to work with you?
We strongly recommend Xero and include setup in our packages because it makes your accounting faster, more accurate, and easier for everyone. That said, if you are already on a different cloud platform like MYOB or QuickBooks and it is working well for your business, we can work with that too. Talk to us about your situation.
How quickly can you get started?
We can usually onboard a new client within one to two weeks. The main steps are a discovery call, an engagement letter, and getting access to your existing records. If you have a time-sensitive lodgement coming up, tell us and we will prioritise it.
What if my situation involves a trust, investment property, or SMSF?
Complexity is exactly where we add the most value. Trusts, discretionary distributions, investment properties, and SMSFs all have specific rules and planning opportunities. Several of our accountants specialise in exactly these structures. Book a consult and tell us what you are working with.
Can you help if I am behind on my BAS or tax returns?
Yes. Catching up on lodgements is something we handle regularly. We will assess where you stand, work with the ATO on any penalties or payment plans if needed, and get you compliant again with as little stress as possible. It is always better to deal with it than to let it accumulate.
Anything else? Call us on 03 9000 0000 or email team@meridianadvisory.com.au . We return calls and emails the same business day.
Get started
Let's talk about your numbers.
Book a free 30 minute meeting. We will listen, tell you honestly what we can do, and give you a fixed-fee quote on the spot.
Office
120 Swan StreetRichmond VIC 3121
Hours
Mon to Fri, 8:30am to 5:30pm