Products and Services
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Mastermind
Belonging, Wisdom, & Growth.
A high-trust space for creative business owners who get it.
Sharpen your strategy, deepen your understanding of your business, and get honest, experienced insight from Megan and from peers who speak the same language.
Available to past & present clients and students.
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Mentorship
Break free from the tyranny of numbers guilt and shame.
Working side-by-side with Megan, we’ll co-create tailored metrics for your unique business and learn which numbers matter and which don’t.
Together we’ll design & implement a bespoke dashboards and SOPs that keep you “in the know”.
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CFO Services
Prioritize honing your wisdom.
Stay informed and engaged with your metrics without getting bogged down in unnecessary details.
We take care of the reporting and dashboards while providing personalized education and meaningful conversations.
Which means you inevitably grow a deaper understanding of your business & its needs.
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CFO +Bookkeeping
add Bookkeeping to your CFO Service.
"I love being a small business owner, but
before working with Megan, financial management was always a source of stress.
I didn’t know how to best manage my finances in a way that could simultaneously benefit me and the growth of my business. I was afraid to pay myself because I wanted to keep all the money in the account “just in case.”
Working with Megan and Profit First helped me put predictable and simple processes in place so there is no guesswork.
I know where the money goes. I know how much I have available to pay myself and how much I have for operating expenses. I’m more mindful of how and when I spend money and I finally feel that I have a solid understanding of my finances.
I’m actually excited about taking care of my finances. Yea!
Thank you, Megan, for helping me make this very important shift in my business!! Working with Megan is an absolute delight. She is the perfect combination of brilliant, fun, and supportive.”