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Money Moves
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Most business owners don’t need a bookkeeper. They need someone who prevents the slow financial death-by-a-thousand-paper-cuts that happens when nobody is actually watching their numbers. Here are the questions that save thousands each year and what to do next. Here’s the shady secret: A lot of people will happily take your money to “do your […]
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Donating clothes or household goods such as, furniture, kitchen items, or similar items at Goodwill or another organization may feel like a simple way to get a donation tax deduction. But as with most things with the IRS, it’s not so simple. The IRS rules for charitable deductions are technical, and a recent Tax Court […]
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“Become an S Corp and save thousands!”“Just elect S Corp! Boom, tax savings!”“Switch to an S Corp at $40K!” You’ve seen it all online. And now an entire generation of fin-tech apps is built around pushing S Corps as if they’re universal tax hacks. Let’s slow down and ask the first question: Should I be […]
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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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(No, it’s not just buying private jets). Many of my clients ask what the wealthiest Americans are doing to save money on taxes, and I get it! Costs are rising, margins are tightening, health insurance is a shitshow, and business owners are feeling squeezed from every direction. I don’t blame anyone for actively searching for […]
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If you’ve spent time on TikTok or Instagram, you’ve probably seen creators confidently answering the question Can I write off clothing? and claiming: “Write off your entire wardrobe.”“Everything you wear for business is deductible.”“If you wear it in content, it’s a business expense.” It sounds liberating. It also sounds like really bad advice. As a […]
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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
