BUSINESS P&L
Cash basisMeridian Advisory Inc.
Actual YTD · through Sep 30
- Revenue
- $968,417.82
- Cost of services
- $183,672.46
- Operating expenses
- $371,984.17
- Net income
- $412,761.19
Year-end net income run rate$550,348.25YTD × 12/9 · estimate
YOUR WEALTH. YOUR STRUCTURES. YOUR LEGACY.
Your world.
In complete
perspective.
Family-office-style coordination for your businesses, wealth and life across borders. Personal and business reporting, your complete net worth, and ongoing tax advice—powered by technology and a lean expert team.
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EVERY DIMENSION.
EVERY DIMENSION.
Business & personal P&Ls
Net worth
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Estate planning
01 / THE PLATFORM
A wider view.
A clearer next move.
From bookkeeping and business P&Ls to property, mortgages and investment portfolios. See how your wealth, ownership structures, residency records and entity filings fit together.
FINANCE
Jan–Sep 2026 · USDYTD & projected P&L
Business actuals, with personal income and spending kept separate.
BUSINESS P&L
Cash basisNorthline Consulting Ltd.
Actual YTD · through Sep 30
- Revenue
- $384,291.64
- Cost of services
- $96,218.37
- Operating expenses
- $129,847.58
- Net income
- $158,225.69
Year-end net income run rate$210,967.59YTD × 12/9 · estimate
Personal income & spendingSeparate from business profit
- Income & refunds
- $243,860.72
- Personal spending
- $109,284.36
- Net activity
- $134,576.36
Full-company results, before ownership allocation. Example reporting currency: USD. Run rates are estimates, not forecasts.
Explore illustrative views based on the current PrivateOffice interface. Names, holdings, prices, balances and statuses are fictional. Your office reflects your connected records, recorded valuations and agreed professional services.
Built around the life you actually lead.Make room for the bigger picture
02 / INTELLIGENCE WITH CONTEXT
Family-office-style support.
A leaner way to deliver it.
You should not need to build a traditional family office to have a coordinated financial life. Our model is designed to deliver that support at a much lower cost: connected software reduces repetitive work, AI brings records into focus, and our lean team concentrates on judgment and follow-through.
Connected bookkeeping and supported bank feeds Clear records, source dates and outstanding work A human point of contact who knows your situation
Technology creates clarity. Your team brings the judgment, with the relevant professionals for your jurisdictions.YOUR CONTEXT BECOMES YOUR ADVANTAGE
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03 / WEALTH, TAX & LEGACY
Build your wealth.
Plan beyond it.
One place to prepare, analyze, and coordinate the decisions that shape your financial life.
Personal & business reporting.
Map year-to-date P&Ls for multiple business entities, alongside personal income and spending. See actual results, monthly trends and year-end run-rate projections.
Bookkeeping · P&Ls · FP&AYour complete net worth.
Track public and private investments, business interests, property and other illiquid assets. Bring liabilities, liquidity and dated valuations into the same picture.
Assets · Liabilities · OwnershipInternational tax & filings.
Ongoing tax advice and filing compliance support across the jurisdictions covered by your engagement. Keep residency, records, responsibilities and the next action connected.
Tax advice · Residency · Filing coordinationEstate & succession planning.
Coordinate the future of your assets and businesses with your advisers. Keep ownership records, key documents and planning instructions together.
Legacy · Succession · ContinuityBusiness & legal structures.
Bring entity formation documents, ownership and governance records into view. Coordinate structuring and asset protection with the responsible professionals.
Entities · Structure · Asset protectionOne coordinated office.
Review the financial picture, supporting documents and outstanding work in a shared workspace. Know what is recorded, what needs attention and who is helping you act.
Transparency · Expert support · Follow-throughYour engagement defines the entities, jurisdictions, reporting cadence and professional services included. Filings and legal work are completed by the responsible professionals.
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