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Financial Foundations
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If you’ve ever felt like your business is “successful on paper” but chaotic behind the scenes, you’re not alone, and the statistics prove it. Let’s look at why money + tax + mindset is the future of sustainable success. A staggering 82% of small businesses fail because of cash-flow mismanagement. Not bad ideas or lack […]
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“I only hear from my CPA once per year.” If you only hear from your accountant once a year, you’re not alone. What most people don’t realize is it’s not necessarily a problem with your CPA, it’s just an issue of miscommunication. For many business owners, that’s become the norm: you upload your documents, wait […]
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Many business owners think they’re overwhelmed because they “aren’t good with numbers.” But the truth is more compassionate than that: You’re overwhelmed because you’re trying to track everything, when you only need to track a few things. Keep reading to get tips for businesses under $500K and the most important metrics to track. I’ve worked […]
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Running a business isn’t just creativity, clients, and cash. It’s also a revolving door of filings, payments, reconciliations, renewals, tax planning, reviews, and decisions. This is your annual business blueprint, so you can use the same strategies that successful CEOs use to stay profitable and prepared all year. TL;DR Annual Business Blueprint: The Quarterly Rhythm […]
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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. […]
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Do you owe someone a 1099 form? If you’re asking yourself, “Do I need to send 1099 form?”, and you paid someone for services rendered, rent, or attorney fees – chances are you need to file some 1099s. And as a CPA, every year, I see the same thing:Business owners scrambling in January to figure […]
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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 […]
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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 […]
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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 […]
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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 […]
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.
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