Personalized, easy-to-understand financial guidance for small business owners
Small business owners oftentimes don’t know where or how to get started with the financial piece that drives decisions they need to make. This is where I come in: a CPA who you can not only connect with professionally, but personally as well, providing clarity and shedding some light when you feel like you’re in the dark.
Tax Planning & Preparation
I’m passionate about helping business owners and I don’t stress at tax time. Why? Because tax season is like second nature to me. I genuinely love what I do.
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Bookkeeping Services
You’re busy enough without the looming weight of bookkeeping over your head. If the bookkeeping side of your small business is taking up too much time, I have solutions.
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Business Consulting
Opening a new business and not sure how to get started? I can help you navigate these waters so you feel confident making decisions that align with your goals.
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“Opening a new business can be overwhelming! Meeting Megan was one of the best things that happened to us as she took a lot of the anxiety out of figuring out the financial aspects. She helped us get set up to track our expenses properly and patiently answered questions for us whenever we needed it.”
– Corey C.
Are we a good fit?
I believe peace of mind is key when it comes to tax time and business finances. My number one goal in taking on a new client is ensuring that we are a great fit.
I am crafting my business so that I have the capability to know and proactively care for each client. If we are a good match, you will get access to a variety of unique benefits I offer!
Benefits
Communication options that work for you — text, phone or chat in real time.
You don’t need to have all the answers!
I will be there to proactively present ideas and solutions.
Quick, insightful, and kind responses for any questions.
Tailored list of items to help you gather all of your documents to take the guess work out of data collection.
Regular updates with reminder e-mails or texts. Whether its gathering 1099 info, finishing bookkeeping or just getting your tax documents together.
Tax guidance based on years of experience and working alongside hundreds of small business clients.
The option to learn basic skills so you can feel empowered and involved in your own finances.
About Me
It’s essential that I get to know each of my clients, so I can be there in every way that’s most impactful. It’s just as important that my clients know me in return, so they can have confidence in their CPA.