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Money Moves
categoires
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. […]
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
