— Desiree R.
"This course was easily digestible and the templates 100% changed my life.This was one of the best investments I could have made. I feel so much more confident and empowered to handle my taxes and finances."
You're not bad at money.
Most of the time it feels like you don’t know what you don’t know. Like you’re missing something HUGE that’s going to cause major problems down the line.
And on top of all THAT, there’s the shame, imposter syndrome, and other weirdness that comes with being “bad at money.”
But unlike all the other aspects of your business, most of which you figured out for yourself, or hired someone to teach you,
proper money management is elusive.
And you ALSO know that doing things the “wrong” way has some pretty dire consequences, which you would very much like to avoid: Debt. Audits. Penalties. The IRS coming after you like the bad guys in The Matrix.
(They don't do that, fyi.)
You know there is a “right” way to handle the money flowing in and out of your online business.
finances?
Freaked Out About Your
I've used my 17 years of CPA and coaching experience to build an easy-to-follow program so that you can see maximum results in only five weeks.
Be sure you aren't making a mess of your finances as your business grows.
Feel confident that you can pay your taxes and know how to do it as an online business owner.
Know that you’re taking all the deductions you should be and not leaving money on the table for the IRS.
Focus on making more money instead of spending hours stressing that you’re effing up something big on the money side of things.
Be sure that you are covering all of your bases financially in setting up your business and moving from an employee to an online business owner.
Once you get a handle on your business finances, you can:
There's now a solution:
The Online Business Finances™ Course
A 5 week program to help you "get" your money once and for all.
Over 4 modules, numerous lessons and more FAQ's answered than you would guess, you’ll learn the in’s & out’s of things like: business entities, how taxes work, what you need to save, and how to keep everything streamlined, organized, and on the up-and-up.
No more overwhelm or weird money shame.
No more second-guessing whether or not your CPA is leaving money on the table.
No more saying (or thinking) “I suck at money!”
I'M READY TO JOIN!
— Emily B.
"This course should be a necessity for every online business owner. My only regret is not having access to it before I started on this entrepreneurial journey! Everyone should have this information."
I show online business owners how to get organized and feel confident when it comes to their money—whether it’s day-to-day management, making a big important financial decision, maximizing your tax deductions, or keeping the IRS away from your door.
I’ve been working with business finances for over 16 years, both as a CPA and as a financial educator and strategist. In that time I’ve found a few things to be true:
Oh hi! I'm Megan
- Online businesses are different, and they need guidance and strategy specific to that type of structure.
- Most creators and service providers got into business because of their talent and skill—not because they have MBAs or a degree in finance. They tend to be high achievers and extremely intelligent, which makes their money struggles feel even more frustrating.
- Most online business owners have similar concerns, fears, and stresses around their finances & tax payments.
- Business owners who are truly engaged in understanding and mastering their finances feel grounded, calmer, and more confident—which means they can show up as their biggest, baddest selves for the people they’re here to help.
Now, I’ve taken all the things I’ve worked on with my 1:1 clients and put them into The Online Business Finances™ Course.
I wholeheartedly believe that if you can free up the stress and overwhelm you feel around your money, then you can do more in your business to make an impact and change lives with your service and offering.
Step by step video tutorials with specific examples and action steps to take after each lesson, so you are doing the right things in the right order.
Built-in accountability to help keep you on track and make progress throughout the program. Monthly group Q&A calls with me so you're never left with questions.
A “top secret” email address you can use to ask me questions directly.
Checklists & templates to get you started and keep you organized.
My “20 Minute Money Checklist” so you can create a repeatable system around your money, specific to your business, that you can manage with only 20 minutes a week.
Lifetime access to the program and any updates we decide to make in the future.
how it works and what's included
Moving past the “I don’t know what I don’t know” stage and actually knowing what you need to do to get setup and organized.
Peace of mind knowing that as your business grows, you have systems in place to feel confident financially.
Having control of your money and knowing you have all of your bases covered when it comes to taxes and finances.
Plus all of the things that are harder to quantify
Finally get a good night’s sleep without worrying about breaking all the rules!
Choosing the best entity for taxes - sole proprietor vs. LLC vs. S corp.
How to register your business with your state and the IRS.
What bank accounts you need and how to switch things if you are currently using your personal account.
Other considerations like business licenses and insurance, payment processors and annual reminders so you don't miss anything important!
FAQ's include:
What happens to my business if I move?
Should I register my business in a state with no income tax?
Get Your Finances Set-up Right
module 1
SEE NEXT >
đź“š Click here to see the entire course curriculum
What you should be doing financially as the CEO of your business.
The easiest way to keep track of your income and expenses - so you can do it consistently because it's repeatable and systemized.
How to pay yourself from your business *the right way* and what's best for taxes.
Figuring out how much it's costing you to run your business and answering the "can I afford to" and "is my business doing well" questions.
How to make sure you have enough money in your biz account to cover expenses and also pay yourself and not get behind with the IRS.
Organizing & Managing Your Finances
module 2
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đź“š Click here to see the entire course curriculum
How to pay taxes as a business owner - quarterly estimates and self employment tax.
How to save for taxes during the year so you aren't trying to come up with a bundle of cash when you file your tax return.
What deductions you can take as an online business owner and how to structure your biz so you aren't paying more than you should.
What records to keep and when you need to start filing taxes for your new online business.
Taxes for Your Online Biz
module 3
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đź“š Click here to see the entire course curriculum
What to have in place to hire a contractor or employee. What forms you need to have on file and how to report those payments.
Form W-9 - when to have someone fill one out and when you need to fill one out.
Hiring foreign contractors - what to have on file and when to report payments.
Frequently asked questions about hiring spouses, siblings and what to do if you don't receive a 1099 - do you still report the income.
What to do if you need to send a 1099 but can't get in touch with the contractor.
Hiring & Outsourcing
module 4
đź“š Click here to see the entire course curriculum
Inside the program, you'll find things like...
đź“š Click here to see the entire course curriculum
— Kyleigh B.
I feel super confident that I won't drown or make huge financial errors."
Here's what people have said about their results after working with me:
"I feel a lot more comfortable making business spending decisions now that business and personal finances are separate. It's much easier to look at expenses and ROI and determine what financial decisions to make to grow my business."
— Chelsea M.
"I feel much better, more informed, more on top of my numbers and better equipped to make decisions in my business!"
— wendy c.
Because this course is digital in nature, I wouldn’t normally offer a refund. BUT, if you get in there and truly feel like it’s not what you signed up for, I’ll allow a refund within 15 days. For this reason, I want you to take your time and really think about this before you commit to making the investment. I’m going to be all in for you, and here to help with any questions or concerns that come up during the work. I know that the information in this course is going to be super helpful for the right people!
My Guarantee:
The Online Business Finances™ course is for you if...
You're an online business owner, a creator, a service provider, or any or all of the above.
You’re a high achiever who’s pretty smart and good at stuff, but your money is a bit of a hot mess and you’re embarrassed / overwhelmed / stressed / frustrated about it.
You don’t really know if your CPA is doing their best to save you money, but you either don’t know what questions to ask, or you don’t want to pay them for something you’re sure you could figure out for yourself.
You’re scared because you know your finances weren’t set up with a strong foundation, and you’re worried it’s going to cost you big time in the future.
You’re transitioning from being an employee to being a full-time business owner, and omg—there’s a lot you didn’t know you’d have to deal with regarding how you manage your money.
You’ve tried a few different online systems & software in hopes that the right tool would solve all your overwhelm, but nothing seems to stick.
You want to invest in your business but are scared to spend your money in case you get hit with an expensive surprise (like a big tax bill).
You have no idea (or only a vague idea) how much money your business brought in last year, or how much it cost to run it.
You’re ready to feel like a legit business owner who has it all together.
It’s time to get educated, gain control over your finances, and let go of the idea that you’re bad at money.
You're great at money.
Or at least, you will be!
I can't wait for you to get started.
The Online Business Finances™ Course is the framework for setting up and organizing your business finances!
You don’t want to spend another year playing small because you’re afraid that if you grow your business, you are growing your money mess too.
You’d rather *insert terrible thing here 🙂 than spend hours trying to sort through your finances to get ready to file your taxes right at the tax deadline.
You want to fully enjoy what you’re doing in your business, without the nagging fear that something bad will happen because you didn’t set your business finances up right.
You’re ready to have a step by step plan of what to do and how to do it to finally get organized.
You’re ready to feel like a badass and like the CEO of your business.
Why you can no longer afford to put your finances off:
I wholeheartedly believe that if you can free up the stress and overwhelm you feel about your business finances, that you can do more in your biz to make an impact and change lives with your services and offerings.
You’re smart enough to do it and just need someone to help you figure out what to do. When you have this financial peace around your business, you are capable of so much. You really can take your business to the next level.
You’re at a point in your business and want to level up and that cookie cutter course full of information for all types of businesses isn’t going to do it for you. You don’t have the time to sort through what applies to you as an online business owner and what doesn’t. You also don’t have the time or desire to go down the rabbit hole of what happens when you try to figure it out on your own – Free information, Google, Pinterest, and ultimately, information overload.
You need specific action steps, relevant information and a system around your finances to make it easy and streamlined. Stick with me, I can help.
megan is a cpa, money educator and financial strategist
Meet your hostess!
Common Qs and As:
hey girl, i have a question...
I’ve put so much detail into not only the lessons, but have specific FAQ sections after each covering the most common questions I get. I’m sure I’ll answer your questions, plus some you didn't realize you had. And if you have any questions along the way, I'm here to support you 100%. I'll give you a course participant only email address that you can use for any questions that don't get answered in the course or if you want clarification on anything you're learning.
I honestly feel that you can’t afford to put your finances off “until a better time”. The sooner you get your finances in order, the faster you’ll be able to be confident in growing your business and have a clear understanding of what you need to do to be successful with not only managing your finances, but your tax situation as well.
I cover a broad range of topics that are specific to online business owners. You won’t see a lot of fluff in here that doesn’t apply to you. I dig into the tax stuff in a way that makes sense so you leave feeling empowered instead of confused. The way that I teach is very easy to understand and even if you “are bad at numbers”, you’ll be able to follow the modules and understand what your next steps are.
You could… but wouldn’t you like to feel a little more in control than that? I’ll teach you what to look for in a good bookkeeper and how to find a CPA that understands online businesses and what questions to ask before you hire them. I’ll also teach you what to expect from each so you aren’t left in the dark with your finances. Ultimately, you are the one responsible for your money and this is a great place to start.
Absolutely. Your CPA isn’t making the day to day decisions around your money that you are. I’ll teach you how to be fully prepared for tax time and confident you’re giving your CPA all the info they need to file your return correctly.
We’ll start from the ground up - the foundational stuff. You’ll work your way through it so you know as you progress through the course you’re covering the bases you need to. Believe me, I’ve seen it all and your stuff isn’t as bad as you think.
Because this course is digital in nature, I wouldn’t normally offer a refund. BUT, if you get in there and truly feel like it’s not what you signed up for, I’ll allow a refund within 15 days. However, it is to YOUR benefit to decide before purchasing the course and committing to work, if you’re in, you need to be 100% in, just as I will be for you if you have questions on anything.
Sorry, I’m not taking new tax clients at this time.
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