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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 […]
It’s the season of giving and if you’re a business owner.It’s also the season of temptation. Revenue is up, your account balance looks healthy, and you’re ready to exhale after a long year. You might think, “We deserve a good Christmas this year.” And you do. But before you swipe the card, you need to […]
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
