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Featured post:
A Simple System to Start Paying Yourself Consistently
Stop Skipping Your Own Paycheck:
One of the most overlooked parts of running a business is getting the right insurance in place. Too many entrepreneurs are one accident, lawsuit, or tech mishap away from financial disaster—and don’t even realize it until it’s too late. Now let me be clear:I’m not a licensed insurance broker, and this post isn’t personalized advice. […]
Every year, I see the same thing:Business owners scrambling in January to figure out if they need to issue 1099s—and how to do it without getting hit with penalties. Here’s the deal:If you paid an independent contractor, attorney, landlord, or prize recipient $600 or more during the year, you may be required to send them […]
Let’s talk about something most entrepreneurs don’t want to admit: You’re great at making money…but your own paycheck is inconsistent at best. Some months you take a big draw.Other months you take nothing and hope things bounce back. And while your revenue might look strong on paper, your personal finances are holding on by a […]
Here’s a mistake I see way too often: You form your LLC, celebrate the win, and assume you’re good to go forever.Until you get a penalty notice… or worse, your LLC is dissolved by the state because you missed an annual filing. This is one of the most overlooked areas of compliance.And it’s exactly why […]
How to Estimate Your Tax Payment (Without Needing a PhD in Math) Let’s get real—figuring out how much to send in each quarter isn’t always straightforward, especially if your income fluctuates or you have multiple streams. But paying something is always better than paying nothing. Below are five methods to estimate your tax payment, ranked […]
Hate April 15? You Haven’t Met Estimated Payments If you dread Tax Day every year because you always owe, here’s the truth: it doesn’t have to be that way. The IRS runs on a “pay-as-you-go” system. If you earn income that isn’t subject to automatic withholding—like self-employment, freelance income, rental profits, or K-1s—you’re expected to […]
Let’s start simple. Sales tax is a small percentage of a sale that gets added on when a customer buys something—usually goods, and sometimes services. As a business owner, it’s your job to collect that tax from the customer and send it to the state. You don’t get to keep it. And if you don’t […]
Raise your hand if you want to save money on taxes. One common complaint I get as a Certified Public Accountant is that clients complain that their tax preparer doesn’t do much to save money on taxes. I always ask how many times a year that the individual meets with their tax preparer, and usually […]
When you’re growing a business, it’s easy to focus on immediate goals: paying bills, attracting clients, and expanding your offerings. But without a financial safety net, all that hard work can feel shaky. Whether you’re starting out or scaling, a strong foundation in your finances is what makes sustainable growth possible. I was reminded of […]
Death and taxes are the only two things that are certain in life. This week, I’ve been knee deep in both. The deadline to file taxes for S and C corps, partnerships, etc was September 16. I am happy to report all S Corps that hired me for taxes were filed before that date. Death. […]
This calendar gives solopreneurs and small biz CEOs a monthly roadmap for compliance, money strategy, and financial self-trust.
Whether you're DIYing or managing a team, this high-value tool helps you:
✅ Hit every IRS and state filing on time
✅ Build CEO habits like money dates and pricing boundaries
✅ Stay calm, confident, and cash-savvy month after month
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your Very own Pocket CFO™
Meet Megan
Your CFO & Wealth Partner
You don’t need to be perfect. You just need to keep showing up.
You’re the kind of woman who takes her power back—one financial decision at a time. And I’m cheering you on every step of the way.
I’ve been a CPA for nearly 20 years with a broad range of experiences ranging from working with small businesses to Fortune 50 to adjunct college instruction. I am an avid real estate investor, and have made over $400K online using various business models. My goal is to assist 25 female founders reach seven figure status within 4 years, and make the industry's best kept secrets accessible to all.
Bookkeeping, accounting, consulting, and more
