Her background spans a diverse client base — including startups, privately held companies, private equity-backed firms, and global organizations — across a variety of industries. As the leader of our Client Accounting & Advisory Services (CAAS) department, Megan oversees and provides both Bookkeeping and Outsourced Controller services, with a strong commitment to supporting the financial well-being of our clients’ businesses.

She is also pursuing her Master of Accounting (MAcc) at Rutgers University.

Outside of work, Megan enjoys traveling the world with her husband, exploring new cultures and cuisines, spending time outdoors with her black lab, Bodhi, and relaxing at the beach with family and friends. 

What Drives Megan

“I love when a client has that moment of clarity — when the numbers finally tell a story that helps them make confident decisions for their business. Knowing our work directly supports their growth and success is why I do what I do.”