Experience the confidence that comes with having a concierge CPA & tax strategist on your side - at a fraction of the cost of full 1:1 services.
Wait, what if you could spend the same amount of time as just 2 episodes of Bridgerton each month and gain financial clarity?
You’re wearing all the hats—managing clients, marketing, and now finances too. It's overwhelming trying to track every expense while handling everything else on your own.
I became a CPA so women like my mom have the tools they need to succeed.
My mother was an entrepreneur, and I watched her suffer through trying to go at it alone with her finances.
I watched as she was patronized by male CPAs, her life's work minimized. Like you, she was a trailblazer with a vision. A vision that got swept away in the minutiae of taxes & finances.
She closed her thriving business after spending nearly 20 years trying to get the financial answers she needed.
Sleepless nights worrying about the IRS or unexpected expenses wiping out your savings are history.
The hybrid group program that provides you with the same bookkeeping & advisory support that 7 figure earners receive, delivered in a group setting - plus done-for-you income tax filings
Our hybrid program is structured in a group setting. You'll get the support of an amazing community that wants to see you win.
We handle your year-end Federal & State income tax filing, eliminating the frustration of dealing with the IRS, even with software.
Stay on top of your tax obligations with our checklists and group discussions.
tax compliance
Bookkeeping is just the start. Our monthly seminars teach you how to use it for business decisions, like pricing and paying yourself.
You’re a genius in your craft, not an accountant. We’re here with live sessions and an online community to handle your bookkeeping questions.
QuickBooks Simple Start is included, ensuring your finances are professionally organized and optimized.
Software Access
*Community only tier EXCLUDES 1:1 tax services
Everything you need to be the financially savvy entrepreneur you’re meant to be.
Stay on top of your finances with simple monthly QuickBooks updates, and dive into group work sessions that make high-level financial strategies accessible—no gatekeeping here! Get insights usually reserved for 7-figure businesses, all designed to boost your growth and confidence.
We’re making finances easy, supportive, and even fun. Your path to entrepreneurial success is clear and achievable.
...And yes, if you choose our mid or high tier, we handle your taxes too, so you can focus on what you love and do best.
Financial Foundations Accelerator
RA, Solopreneur
CK, Content Creator
Reedie
Spa Owner
Megan's expertise was instrumental in removing the stress associated with opening my spa. I no longer worry that the IRS is going to come after me, or whether or not I'm recording my expenses correctly. She also takes the time to educate me on my numbers so that I can make really informed and powerful decisions.
I didn’t want to be someone who blindly gives their financial info to others, but fortunately you explained everything very well and I felt fully informed. Taxes were always weighing on me and I have no idea how to do self-employment taxes. Now, my mental load is lightened and I have more space to think about creating.
You've made my day, my week, and my entire month too! I really appreciate how thorough and educational you are. Just 10/10!!! Thank You!
Kind words from Wise women
This program is best suited for entrepreneurs making less than $200K in revenue, low transaction volume (<150 transactions per month), and are committed to keeping their financial info current.
Cash is the life blood of your business. The monthly time commitment is estimated at 2 hours. If you're like me, you binge watched Bridgerton Season 3 part 2 in a day. You can't afford NOT to spend 2 hours a month on your money.
Income tax filings are 1:1 services earned via credits each month you're in the program. There is an option to upgrade to $555 per month and have quarterly strategy sessions with a CPA. Outside of that, 1:1 meetings are an additional fee. (Community only members do not receive 1:1 services)
There are no refunds on payments already made. However, you can terminate your agreement prior to your next charge. Your bonuses and earned credits for tax prep are yours to keep.
Included tax prep is in the form of a $1,400 credit for services. Tax preparation services may exceed $1,400 if you have scenarios including, but not limited to: foreign earned income, significant investment income (including Real Estate) or multiple businesses.
While we can't guarantee results from this program - we can guarantee that if for any reason you're not in love with the community, you can cancel before the next recurring charge. Credits earned towards tax prep services are yours to keep, and can be used during the next tax filing season.
Monthly payments
Monthly Payments
Monthly Payment
*This level excludes tax & 1:1 services. This is only for those who just want the bookkeeping & educational support in a group setting.
*This level increases your 1:1 services to include quarterly meetings to discuss results, strategy, and provide customized support
Here’s what you’ll be missing out on if you don’t join the Financial Foundations Accelerator:
Support that makes your finances straightforward, builds your confidence, and slashes your money stress. Access to live, hands-on sessions that break down bookkeeping and tax planning into easy, actionable steps.
A dynamic community where you can get real-time answers from financial pros and connect with fellow female entrepreneurs who get your struggles. Resources and tools to keep your finances organized and primed for growth.
Smart strategies to plan ahead for taxes, cutting down your burden and boosting your savings. Clear guidance on using your financial data to make savvy business decisions, giving you peace of mind and a roadmap to reach your big goals.
Running a profitable business comes with its own set of barriers, especially when access to quality financial data is limited. It’s at this crucial early stage where building good financial habits and a solid foundation can set you up for significant future growth.
I don’t want to keep these strategies exclusive to the seven-figure entrepreneurs I serve. You deserve the same access to powerful financial insights and tools that can transform your business and prepare you for bigger expansions down the line.
That’s why the Financial Foundations Accelerator is here—to equip you with everything you need to lay a strong financial foundation and reach your full potential.
In the last year, I've helped six- and seven-figure entrepreneurs save tens of thousands, take control of their money, and achieve financial clarity. Now, I want to do the same for you.
Let's do this 💪🏼 for your business, shall we?
