You started your business because you wanted to create something you’re passionate about, the opportunity to make an impact and the flexibility and financial freedom to support your family.
But you're scared to look at your bank account, stressed about how to track the money in your business, and have no clue whether you should be an LLC, sole proprietor or a who-knows-what.
Don't even get me started about taxes! Your tax planning strategy is to lie low and hope no one sees you. Your business budget is non-existent and you're just holding your breath and hoping you somehow make enough money to pay your bills. Am I right?
Fast forward a few years and you finally feel like you’ve got the “money stuff” in your business set up, but now that you're in the thick of it, you feel like you're working 24/7, hustling to get that next client, and wondering where all that money you're working so hard to earn is actually going because it's NOT in your bank account.
Does any of this sound familiar?
Build a business that works for you?
Imagine how it would feel to...
Whether you’re just at the beginning and still figuring out the accounting and tax stuff (and keep saying you’re “not a numbers person”) or you’re a few years in and you’re ready to go to the next level but have no clue how to get there, you’re in the right place.
The “numbers” in your business are one of the most powerful tools you’ve got, and it’s not just about setting up the accounting and tax stuff (although we do need to start there). It's about creating a scalable and profitable business that doesn't require YOU to show up every day to make money.
So no matter where you’re at in your business journey, I’m here to help you take back control of the money. I’m here to give you the confidence, clarity and data to make smart, strategic decisions, charge what you’re worth and build a business that works for you.
That way, if you want to go to that school play, have to step away for maternity leave or need to take time off to care for a family member, you can.
Let's get started!
Our digital products are designed to make managing your business money simpler, smarter, and way less stressful. We’re sharing the tools we use ourselves to help you stay organized, confident, and in control.
BIZ MONEY TOOLS
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The DIY Bookkeeping Kit helps you set up and manage your business finances in Wave Apps—step by step, no guesswork. With clear tutorials and easy tools, you'll learn how to keep your books organized, stay on top of your money, and save hours every month.
DIY BOOKKEEPING KIT
02
Get the money stuff set up in your business the RIGHT way right from the start. This step-by-step video course will give you the resources to be in control of the money in your business to make savvy financial moves and make more money.
BIZ MONEY BLUEPRINT
01
The DIY Track
for the biz owner on a budget
kacey, creative director & yoga instructor
Our call gave me clarity and momentum, which is exactly what I needed to move forward. You are the real deal. I'm telling everyone that you know your sh*t!
Krista, owner of bark & buckle
Meg's course was totally worth the money! It provided just enough that I confidently feel like I get the gist of this whole finance thing!
Available as an add-on to our Equitable Wealth package, our bookkeeping services take the stress out of your finances by keeping your numbers organized, up to date, and ready to support smart business decisions.
BOOKKEEPING
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Hate DIY'ing your taxes and just want someone to do them for you? I've got you. Our Equitable Wealth Package handles your tax returns but also gives you the support and guidance you need - none of this only talking on April 15th stuff.
tax prep
01
Love the idea of an on-demand CFO but not ready for the long-term commitment? Need to get your financial sh*t in order, fast? Our VIP CFO Days are deep dive intensives to get your money house in order in 1 day or less.
VIP CFO DAys
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The Done-For-You Track
for the biz owner who wants to level up
Is your business growing and you're looking to save on taxes? Grab our S Corp Election package and we'll handle all of the details - from the election form to your payroll set-up - for you.
Feeling stuck in debt or overwhelmed by your finances? The Smart Steps to Zero Program is for you if you're ready to take control, ditch the shame, and make real, empowered progress.
s corp election
SMART STEPS TO ZERO
