We’re a team of money nerds, equity advocates, and straight-talk experts on a mission to make the “money stuff” radically more accessible—and a whole lot less cringe—for small business owners.
Our jam? Making numbers feel empowering, not intimidating. We teach, support, and cheer you on as you go from “I don’t even know what a P&L is” to confidently building a business that pays you well and aligns with your values.
And we do it all with a justice-first lens. We believe financial knowledge should be a right, not a privilege—and we’re here to make sure our clients, especially those from marginalized communities, have the tools they need to thrive.
No jargon. No judgment. Just real support, real strategy, and the freedom that comes from finally feeling in control of your money.
meet the equitable team
Hey there!
Can we get real for a second?
let's be biz besties
We’re not here to turn you into a numbers wizard—or expect you to suddenly love spreadsheets (unless you want to, of course).
What we are here to do is help you reclaim your financial power. We’ll guide you to make sense of your money, stop avoiding your numbers, and start using them as the strategic tool they’re meant to be.
Whether you need a solid foundation, smarter systems, or a plan to scale sustainably, we meet you where you are. Our job is to help you get clear, confident, and in control—so your business isn’t just making money, it’s building real wealth.
No stress. No shame. Just support, strategy, and a whole lot more “heck yes” in your finances.
Work With Us
Shawanda Davis
Sarah Farris
(she/her)
(she/her)
Meet The Team:
Content + Community Manager
Client Relationship Manager
(she/her)
Meg K. Wheeler
(she/her)
Founder, CEO, CPA + Financial Educator
MJ Daniel
Operations & Tech Assistant
(she/her)
We're all way too busy to spend time on things that aren't going to push us forward. That's why our work together focuses on YOU taking action, in a way that's manageable for you, so that instead of spending valuable hours in the numbers stuff, you can get back to the parts of your business that you love.
Focusing on What Matters
03
Let's face it. Talking about the numbers is stressful, especially when you feel like you haven't done a great job at managing it all. My community is a 100% judgment-free zone. Haven't filed your tax returns in a few years? We got you. Behind on paying your quarterlies? We'll figure it out together.
Creating a Judgment-Free Zone
02
We break down confusing financial concepts into simple and easy-to-understand ideas. We'll show you how you can manage the financial parts of your business in a way that works for you.
taking the headache out of it
01
Our superpowers are:
radical transparency
03
money as a tool for liberation
02
EQuity over equality
01
Our core values:
centering marginalized voices
06
access is power
05
community first
04
Equity isn’t a buzzword — it’s our blueprint. We champion marginalized and underrepresented business owners because justice demands it. We believe Black Lives Matter. We honor Indigenous lands. Trans rights are human rights. White supremacy has got to go. If you believe all people are people, you’re in the right place.
Learn More About Our Values
Feeling stuck in debt or overwhelmed by your finances? The Smart Steps to Zero Debt Program is for you if you're ready to take control, ditch the shame, and make real, empowered progress, all in a judgment-free and shame-free zone.
SMART STEPS TO ZERO
03
Get the money stuff set up the RIGHT way with the Biz Money Blueprint. This program includes detailed video tutorials, tons of resources, and access to a CPA to get your biz money questions answered fast!
BIZ MONEY BLUEPRINT
02
You wouldn't perform your own pap smears so why are you doing your own taxes? Stop wasting time and money trying to DIY it and let a qualified expert take this headache off your plate (and probably save you some money).
