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 […]

Planning for the Future: Why Building a Financial Safety Net is Key to Sustainable Business Growth

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. […]

Death and Taxes: Legacy Planning for Business Owners

How would you save money on Taxes as an influencer? Social media influencers are notorious for having complex businesses and multiple streams of income. Common streams of income for social media managers that I see are: ✅ Affiliate agreements where the influencer receives a percentage of sales made from their affiliate link(s) ✅ Brand deals […]

Save Money On Tax as an Influencer

(Even your CPA isn’t telling you about this common QuickBooks mistake) Being an entrepreneur is one way to get time and money freedom, but only if you keep your finances in order. And if you’re like most small businesses – as the owner you must be your own bookkeeper when you’re first getting started. DIY […]

The Common DIY QuickBooks Oversight That Could Be Undermining Your Business Finances

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

Get The FREE Financial Empowerment Calendar!

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