Financial Peace of Mind

Turn Your Financial Stress Into Financial Confidence

Sometimes 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.


Learn More

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.

Michele Cagan, CPA Headshot

Featured In

Washington Post Logo
Business Insider Logo
Next Advisor Logo
smartasset logo

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.

- LN, Small Business Client

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.

The Financial Recovery Workbook by Michele Cagan, CPA

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 by Michele Cagan, CPA

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 by Michele Cagan, CPA

Investing 101

From Stocks and Bonds to ETFs and IPOs, an Essential Primer on Building a Profitable Portfolio

Real Estate Investing 101 by Michele Cagan, CPA

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

How to Get a $10,000 Tax Break for Your New Business

How to Get a $10,000 Tax Break for Your New Business

This post was originally published in 2018. It has been updated recently to include new links and the latest information, so you can use these tax breaks as you start your new business. It costs money to get even the simplest business up and running from scratch. And...

read more
How to Make Estimated Tax Payments and Avoid IRS Penalties

How to Make Estimated Tax Payments and Avoid IRS Penalties

So many people – especially newly divorced single moms and first-time freelancers – end up in tax trouble for one common reason: They don't realize they need to make estimated tax payments.  So if you: Started a business Have a side gig Got unemployment Work from...

read more
The 7-Step Start-Up Checklist

The 7-Step Start-Up Checklist

This post has been updated from the original post on starting a business, published in 2017. The links are all up to date and new information has been added. Congratulations! You’re starting a business, and I’m here to help you get things rolling. Getting started...

read more