Michele Cagan, CPA
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Download Free Reports

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  • Figure Out Your Net Worth

    Figure Out Your Net Worth

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  • Build Up Your Emergency Savings

    Build Up Your Emergency Savings

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  • Financial Fears Inventory

    Financial Fears Inventory

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  • Cash Resources Worksheet

    Cash Resources Worksheet

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  • 3 Expensive Mistakes You're Making That Your Accountant Can't Fix

    3 Expensive Mistakes You’re Making That Your Accountant Can’t Fix

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  • Charitable Contributions Worksheet

    Charitable Contributions Worksheet

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  • 5 Small Money Moves That Deliver Big Results

    5 Small Money Moves That Deliver Big Results

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  • Small Business Startup Checklist

    Small Business Startup Checklist

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Discover 5 Small Money Moves that Deliver Big Results

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Latest Blog Posts

  • 8 Reasons You Want a Human to Do Your Bookkeeping
  • Does Your Business Need an Emergency Fund? (YES!)
  • What is AGI and Why Does it Matter?
  • What’s a High-Yield Savings Account (HYSA) and Why Do I Need One?
  • How Charitable Donations Lower Your Tax Bill

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