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Accountants, tax experts, and fractional CFOs…

minus the superiority complex.

Like having a talented finance team in your back pocket. Sounds nice, doesn’t it?

Life gets very interesting when you know your options. 

And we’re the best at pinpointing exactly what those are.


Want to know what service is right for you and your business?

What We Offer:

Accounting Services

AKA, everything you don’t want to do alone: bookkeeping, payroll, sales tax.

Tax Preparation

We’ll get you straight on your 1040’s, 1120’s, and 1065’s.

Tax Planning

This is where the money-saving magic happens.

CFO Services

When you don’t need a full-time CFO, you just need one on-call.


What is Mergix ?

Mergix is an entrepreneur-focused, deeply knowledgeable business advisory team disguised as an accounting firm that’s been growing businesses, saving clients thousands, and encouraging them to take life outside of work more seriously since 2009, before it was cool to do everything online.

With numbers and without fancy accounting-jargon, we tell the financial truth about your business – despite how neglected and chaotic the books are now – because businesses don’t run efficiently while their captains are in the dark.

We assert that understanding your numerical reality is the most dignified move you can make as a business owner: Informed decisions override guesswork. Exciting, high-potential risks override self destructive rolls of the dice. Tracking your vision overrides hoping for the best.

And regardless of whether your numbers are better or worse than expected, what you’ll have in your possession is 100% PURE decision making power. This gets your business off your back and places it in the palm of your hand.

And we’ll be there every step of the way, identifying those decisions – even helping you make them based on the kind of business you want. And more importantly, based on the kind of life you want to lead.