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A Simple System to Start Paying Yourself Consistently

Stop Skipping Your Own Paycheck: 

“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 […]

problem with your CPA

Which does your business actually need? Is there an easy way to understand CPA vs. bookkeeper? Read on. Being a business owner isn’t all cupcakes and roses. Instead of creating and doing that thing you love (and do best), you’re thrust into the unknown of operations, sales, and finances.  You’re now not only the CEO, […]

CPA vs. bookkeeper what's different

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 […]

annual business blueprint CFO tips

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 […]

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 […]

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 […]

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