Being Tax Savvy On Her Way to $1M: Meagan Hernandez Shares Her Business Knowledge About the Financial World

Do taxes scare you? Finances? You’re not alone. It intimidates a lot of business professionals. Meagan Hernandez, the guest this week, takes the fear out of accounting and in the process, helps clients and students with her Tax Savvy Pro method.

This episode will help you learn about mindset, investments, working with difficult clients and contractors. And if you’re interested in building a course based on what you know, but also still have the bandwidth to take on clients, this is a great episode to listen to! Meagan also gives advice on how to steer away from demanding clients and how to be picky within your own business.

Meagan wears many hats as a Holistic Tax Strategist, and an Accountant & Bookkeeper Coach, but her passion lies in teaching and implementing her Tax Savvy Bookkeeping Method for Small Business Owners & Bookkeepers throughout the United States. Meagan's methods, that she has shared with thousands of people in her 4 years of business, focus on Compliance (otherwise known as "following the rules"), Tax Strategy for Savings & Planning for Financial Growth and Success, for both the Business and the Individual. 

In her personal life, Meagan Hernandez is a southern born, sweet-tea loving, mom of 2. 

Notable moments:

06:26 – How to maintain clients while teaching

10:14 – Meagan breaks down the roles of financial professionals

16:30 – The transition out of a 9-5 job for Meagan

26:29 – Facing obstacles as her business grew

31:40 – Investing in employees and contractors

36:14 – Developing a culture with contractors

41:19 – How to choose clients with care

44:06 – Meagan on her long-term business plans

47:21 – Meagan’s thoughts on the cultural impact of male-dominated workspaces

49:23 – Don’t listen to the “bully voices”

Mentioned on the show:

Tax Savvy Pros - https://taxsavvypros.com/tsp-home

Meagan on Facebook - https://www.facebook.com/meagan.w.hernandez/