The Mesa Model.
Mesa Advisors are solely dedicated to a select group of small businesses. Advisors prioritize value-added communication and strategic small business advice.
Mesa’s tech stack leverages AI and machine learning partners to automate and outsource time-consuming tasks, allowing Advisors to focus on communication and strategy.
Members can expect consistent communication and proactive planning from their Advisors. Recurring monthly meetings, quarterly tax planning sessions ensure predictable outcomes.
Meet the Team.
You run the business.
We’ll run the numbers.
Mesa’s all-inclusive, flat-fee model was developed exclusively for small businesses. Your dedicated Mesa Advisor leverages technology, communicates constantly and proactively seeks the best outcome for your combined business and personal taxes.
- Dedicated Mesa Advisor
- Monthly financial review and strategy session
- Monthly Balance Sheet, Income Statement & Cash Flow
- Bank and Credit Card Reconciliations
- Personal and Business Tax Returns
- Everything in Mesa Core
- Customized Key Performance Indicator (KPI) Dashboard
- Weekly Accounts Payable Processing and Check Runs
- Applying payment to A/R Invoices
- Class/Department/Location Tracking
What Our Clients Say
The Mesa Model is improving the lives of small business owners across the U.S.
Having a dedicated advisor has made a world of difference for our business! We are constantly updated and in the loop, and we are so grateful for a proactive planning approach. More CPAs should act like this!