Financial Peace of Mind
Turn Your Financial Stress Into Financial ConfidenceSometimes your finances feel out of control – and you don’t even know where to start. Let Michele offer you judgment-free help to turn your financial stress into financial security – so you can use your money to create the life you want.
Financial Services
Whether you need support managing your personal or business finances – or both – I can help. We’ll work together in a collaborative way to increase your financial comfort and security, empowering you to build a solid financial future.
Business Coaching
Personal Coaching
Business Support
Downloadable Products
Meet Michele
CPA, Financial Coach
Michele Cagan focuses on helping women take control of their personal and business finances, overcome financial anxiety, and achieve lasting financial peace of mind — while building sustainable wealth.
Featured In
Delivering Results
“Our company was SORELY in need of book cleanup and we interviewed several CPAs. When we finally contacted Michele, we knew right away that she was the CPA for us. Her email follow up is impeccable, her level of transparency is refreshing (important characteristic when dealing with money) and she is kind. If you are looking for a CPA who will walk with you through your financial process, Michele is the one.“
Books & Publications
Want to get started right away? Use these resources to take charge…
If you’re looking for Financial Recovery Workbook downloads, you can find them here.
Financial Recovery Workbook
A Step-by-Step Plan for Regaining Control of Your Money and Your Life During and after a Personal Financial Crisis.
Retirement 101
From 401(k) Plans and Social Security Benefits to Asset Management and Medical Insurance, Your Complete Guide to Preparing for the Future You Want
Investing 101
From Stocks and Bonds to ETFs and IPOs, an Essential Primer on Building a Profitable Portfolio
Real Estate Investing 101
From Finding Properties and Securing Mortgage Terms to REITs and Flipping Houses, an Essential Primer on How to Make Money with Real Estate
From the Blog
7 Ways Financial Anxiety Can Trap You In a Constant Downward Spiral
Have you ever sat there, staring at your bills, and just felt utterly overwhelmed and stressed out, even though you know you have plenty of money in the bank to pay them? Or perhaps you feel incredibly guilty for spending money on anything “extra” that you don’t...
How to Manage Your Financial Anxiety During a Banking Crisis
This blog post was originally written in 2023 during a short time when a small number of banks were failing. The post has been updated to include new and more current information on how to manage your financial anxiety during a banking crisis. Tariffs, layoffs, and...
Maximize Your Home Office Deduction – Do It the Long Way
If you own your own business and you work from home, that can score you a very big tax break…as long as you can stand a little math and some extra paperwork. First, to be clear, you have to file a Schedule C as part of your tax return to take advantage of the home...
How to Calculate Depreciation for Your Home Office Deduction
Note: This article was originally posted in 2017 but has been updated with more current information. Depreciation is the most confusing part of the full home office deduction, but it can substantially minimize your current tax bill. That’s because when you reduce...
Self-Employment Taxes: Here’s What You Need to Know
More and more people - especially single moms - are working multiple jobs or side gigs to make ends meet. But not all of those jobs come with a “normal” paycheck, the kind with taxes taken out. And that's why you need to know about self-employment taxes. When you...
