Hi, I’m Megan Stevens
Your Partner For Fractional CFO Services
I help small business leaders save time and reduce the stress of managing their finances by providing expert financial oversight and strategic guidance.
What Can a Fractional CFO Do For You?
As a small business owner, you’re constantly juggling countless responsibilities—from managing operations to building customer relationships.
And when it comes to your finances, things can get complicated quickly. You might be facing these challenges:
Lack of Time: You’re spending too much time on bookkeeping, cash flow management, and financial reporting, leaving less time for what truly matters—growing your business.
Financial Uncertainty: You struggle with understanding where your business stands financially, making it hard to plan for the future with confidence.
Missed Opportunities: Without a clear financial strategy, you risk missing out on growth opportunities or failing to spot potential risks.
Stress Over Compliance: Navigating the complexities of taxes, regulations, and financial compliance can feel overwhelming.
Sound familiar?
That’s where I come in. As an experienced fractional CFO, I partner with small business leaders like you to bring clarity, strategy, and peace of mind to your financial operations. I’ll take the burden of financial management off your shoulders, providing you with:
Time to Focus: I can streamline your financial processes, so you can concentrate on scaling your business and serving your customers.
Expert Guidance: With my strategic financial insights, you gain a clear understanding of your business’s financial health, helping you make informed decisions with confidence.
Proactive Planning: I’ll help you identify growth opportunities and mitigate risks with a forward-looking financial strategy tailored to your business needs.
Stress-Free Compliance: We’ll ensure your business remains compliant with all financial regulations, giving you one less thing to worry about.
About Me
I’ve spent over 18 years in the accounting industry, helping businesses—from small startups to large organizations—navigate their financial strategy. I started my career in public tax accounting, spent several years managing university endowment finances at the Texas Tech University System, and later served as the CFO for a major construction company. Growing up in Lubbock as the daughter of a small business owner, I’ve always understood the challenges and triumphs of running a business.
I believe in precision when it comes to your finances, but I’m all about finding the right approach that fits your unique needs. My passion lies in helping businesses figure out what works best for them, offering tailored strategies that provide clarity and peace of mind. Let’s find what makes sense for your business together.
Here's What My Clients Are Saying
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“Meg has been my fractional CFO for seven years now, and her expertise has been invaluable in optimizing my financial processes. She is so easy to talk to and work with and has the heart of a teacher, always patient in explaining financial concepts in a way I can understand, which has significantly reduced my stress and saved me so much time. If you want to streamline your financials and buy back your time as a business owner, Meg will help you make it happen."
LeAnne Lagasse, Consultant & Speaker, LeAnne Lagasse Coaching and Consulting
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"Having Meg on my team has been one of the best decisions I have made for my business! She allows me to focus on my clients and the work that really matters to me and I can rest assured that all the financial bits and pieces of my business are taken care of. Meg has freed up time for me to focus on growing my business and I have been able to steadily add tens of thousands in revenue year over year because of working with Meg. The only regret I have in working with Meg, is not having worked with her sooner!"
Adam Goodnight, Owner and Founder, Cohere Agency
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"We have been using Megan as our CFO for over a year. Having a CFO has really transformed the financial operations of the company. Megan has been able to customize our accounting needs to our company and optimize our financials to highlight exactly what our company wants. Now we can focus on actual everyday business and we have the ability look at reports that are correct and accurate. She has been a "Trew" asset to Custom Electronics!"
Chris Blaylock, Owner and Founder, Custom Electronics
“What’s the Difference Between a Bookkeeper and a Fractional CFO?”
A Fractional CFO goes far beyond the scope of bookkeeping. While a bookkeeper handles daily transaction recording, a CFO interprets your financial statements, resolves discrepancies, and manages complex transactions like equipment purchases with loans or making adjusting journal entries.
A CFO also analyzes spending trends, compares them to budgets, and provides strategic financial guidance to help you achieve your company’s long-term goals. With a CFO managing your books, your CPA’s workload for tax preparation is minimized, and your financial reports are always ready for bankers and stakeholders.
Monthly Subscription Options
I understand that every small business is unique, which is why I offer three customizable tiers of fractional CFO services.
Whether you need a light touch to manage your finances or comprehensive, hands-on support, my tiered structure provides the flexibility to choose the level of service that aligns with your business goals.
No Contracts, No Hassle. I believe in flexibility, so there are no long-term contracts to worry about. You can adjust or upgrade your service level as your business evolves.
Tailored Pricing for Your Business. Pricing for each tier is tailored to your specific needs and depends on factors like business size, complexity, and scope of work. Reach out to me today to find the right solution for your business and get a personalized quote.
Unlimited Access to Me. I understand how stressful financial challenges can be, which is why I’m committed to helping my clients solve problems quickly. When you work with me, you’ll have unlimited, direct access via phone or email, ensuring you get the support you need when you need it.
SIMPLE TIER
This plan is ideal when you just need me to assist your in-house bookkeeper review your financial records to ensure accounting accuracy and compliance.
Includes:
Accuracy Check of Balance Sheet and Profit and Loss Statements
Accuracy Check of Transaction Classification
Cash Flow Analysis
Trew CFO Support and Assistance For Your In-House Bookkeeper
ESSENTIALS TIER
This plan is perfect when you need more hands-on financial support, including managing all aspects of accounting-related reporting.
⭐️ My Most Popular Option Includes:
Accuracy Check of Balance Sheet and Profit and Loss Statements
Accuracy Check of Transaction Classification
Cash Flow Analysis
Trew CFO Support and Assistance For Your In-House Bookkeeper
Accurate Monthly and Year-End Financial Statements
Bookkeeping – Unlimited Transactions
Reconciling
PLUS TIER
This plan is ideal when you need more comprehensive support, including sales tax reporting, payroll administration, and payroll tax services.
Includes:
Accuracy Check of Balance Sheet and Profit and Loss Statements
Accuracy Check of Transaction Classification
Cash Flow Analysis
Trew CFO Support and Assistance For Your In-House Bookkeeper
Accurate Monthly and Year-End Financial Statements
Bookkeeping – Unlimited Transactions
Reconciling
Sales Tax Reporting
All Payroll Functions – Payroll, Reports, Tax Payment, Etc.