About

Meet Megan

The bookkeeper who actually cares about your business as much as you do.

Megan - Virtual Bookkeeper and QuickBooks ProAdvisor

Hi, I'm Megan

I know what it feels like to be overwhelmed by your business finances. The late nights wondering if you're actually profitable. The stress of tax season when nothing is organized. The fear of making a big decision without knowing your numbers.

That's exactly why I started Balance by Megan. I wanted to be the partner I wished I'd had β€” someone who speaks plain English, genuinely cares about your success, and helps you make confident decisions with your money.

As a certified QuickBooks ProAdvisor, I don't just keep your books clean β€” I give you the insights and clarity to make confident decisions. From monthly bookkeeping to forecasting dashboards and β€œwhat if” scenarios, I help you see the full picture.

QuickBooks Certified ProAdvisor Level 2QuickBooks Payroll Certified ProAdvisor

What I Believe In

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Plain English, Always

No jargon, no confusing reports. I explain your finances in a way that actually makes sense.

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Partnership Over Transactions

I take the time to understand your business, your goals, and your challenges. Your success is my success.

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Clarity Creates Confidence

When you can see your numbers clearly, you make better decisions. That's the foundation of everything I do.

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No Judgment Zone

Behind on your books? It happens. I'm here to help you move forward, not make you feel bad about the past.

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100% Virtual, Nationwide

Based in Jacksonville, FL, but I work with small business owners across the entire country.

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Beyond the Books

Clean books are just the start. I help you see the bigger picture with cash flow analysis, forecasting, and real insights.

Ready to Get Your Numbers in Order?

Let's start with a free bookkeeping audit. I'll take a look at where you are and show you exactly how I can help.

πŸ“…Book Free Audit