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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?

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Life gets very interesting when you know your options. 

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

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

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A typical accountant is a detail-oriented numbers puzzler who likes financial documents to look “pretty.”

An invaluable accountant is all that, PLUS committed to demystifying the numerical jibber jabber, thinking three steps ahead, and participating in their client’s upward trajectory. Oddly enough, these gems are hard to come by (you’ve probably noticed). Which is why we find, train, and hoard them at Mergix. And it’s why clients come to us when they’re ready to do more than just confront their finances. They come to us when they’re ready to save big money, take informed risks…and FULFILL THEIR VISION.

What We Offer:

Accounting Services

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

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Tax Preparation

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

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Tax Planning

This is where the money-saving magic happens.

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CFO Services

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

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Testimonials

I would highly recommend the Mergix Team in your entrepreneurial business. They have taken our complex accounting system and simplified it on so many levels and distill down the financial snapshot in easy to follow accurate reporting, weekly, monthly and annually. If your struggling with your accounting and having to toggle from OS to OS in order to gain insight into your financials I would highly recommend using the Mergix team! Responsive, accurate and easy to work with! So grateful to have them on our team!! Thanks Mergix
- Michael Nelson
Michelle and her team have been invaluable. As a small business owner, having the level of support that I've gotten from Mergix has been a complete Godsend. They obviously care about the success of my business and have given me sound and actionable advice. Would be lost without this crew!
- Crossfit St. Charles
We love working with Mergix! This is our one-stop-shop for all things accounting. Mergix handles our monthly books, quarterly tax filing, tax prep, and reporting. We feel confident with their team at our financial helm, and know everything is being done correctly. Trust is paramount, and we emphatically trust our team at Mergix.
- Lawrence Baugh
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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.