Who is Methods Meridian?

Methods helps professional service organizations meet industry challenges and realize the benefits of highly custom generative AI-based tools and training.

Client Service Professionals

Methods Meridian LLC (Methods) was founded by professionals with decades of experience supporting financial statement audits and providing risk advisory services. We are committed to excellence in professional services and esteem the role audit and advisory firms play in improving transparency, accountability, and trust in the financial markets.

Meeting Challenges

The audit and advisory landscapes are evolving, and we are mindful of the challenges facing professional service firms.  Many audit and advisory professionals are nearing retirement while fewer people are pursuing careers in these fields. Increasing regulatory demands, shifting work-life priorities, and structural changes within firms add to the scale and complexity of today’s challenges.

Using Leading Technologies

Artificial Intelligence can be configured and used to help meet these challenges. Tedious tasks can be automated, customized interactive training and simulations can be offered just-in-time, and complex research can be simplified.  AI offers transformative potential but must be built and tuned for specific industry knowledge and use cases. These technology innovations are not distant possibilities – some are ready today, and some just over the horizon.

Building Capabilities by Design

Methods helps professional service organizations meet industry challenges and realize the benefits of highly custom generative AI-based tools and training.

Learn more

Meet Andrea

Contact us or speak with Andrea, our AI-enabled Brand Ambassador, who can answer your questions about Methods.

Methods’ Solutions & Services

AI-Enabled Training

We develop AI-enabled training, specifically simulations, allowing participants to build skills in a risk-free, content-rich, and highly interactive environment.  Customized simulations and training can use current work-aids and tools leveraging your firm’s existing investment and enhancing your system of quality control.

  • Interactive
  • Focused
  • Delightful
  • Customized
  • On-Demand
  • Practical

AI Tools

We develop custom AI tools for structured tasks, enabling digital humans to gather information and build initial drafts automatically. Our tools allow human professionals to focus on tasks that are complex, higher risk, or which require professional judgment.

  • Efficient
  • Practical
  • Risk-informed
  • Consistent
  • Innovative
  • Liberating

Risk Advisory Consulting

With combined experience of more than five decades in information risk management and advisory services, Methods performs risk advisory service engagements for clients in regulated industries with a focus on information technology controls, cybersecurity, governance, and compliance.

Our Team

co-founder

Tadd Lanham

A CPA who plays at the intersection of accounting, technology, and risk management. An SME with an uncanny focus on the details.


co-founder

David Smith

A disciplined leader who seeks order in chaos.  A professional who measures success by helping others succeed.


Contact Us

Here’s how you can contact us with any questions or concerns.

Address

2028 E. Ben White Blvd., Ste 240-8254
Austin, TX 78741