Today we’d like to introduce you to Margaret Montague.
Hi Margaret, please kick things off for us with an introduction to yourself and your story.
At the tender age of 14, after helping my sister plan her wedding, I decided to open my own event planning business. Although I got a lot of business and enjoyed what I was doing, it was hard to keep it open as I needed to hire employees and didn’t know how to do so. When I turned 17 and was looking to decide on a career before going to college, I decided I wanted to be a CPA and was able to intern at two different accounting firms that taught me much of what I know today. When “life” hit me, I dropped out of college and eventually gave up on being a CPA. My desire to be an entrepreneur didn’t die, though. Since I was traveling frequently at the time (I’ve been to 18 different countries!) I decided I would turn my passion of traveling into a travel agency. I did that for 3 years and learnt a lot including that I love to travel but don’t necessarily like booking travel for others. After I got married and found out I was pregnant with my son, I closed the agency and decided to go back and finish what I started – my degree to become a CPA. While still currently enrolled in school, I opened my practice Secured Financials, LLC. Our tax and accounting firm specializes in powerful tax planning techniques that only a Business Tax Strategist can deliver. These highly effective strategies save our clients tens of thousands of dollars in taxes each year.
Would you say it’s been a smooth road, and if not, what are some of the biggest challenges you’ve faced along the way?
Definitely not, each business taught me a new lesson. I had to learn how to start a business, grow a business and scale one all on my own. It took a lot of trial and error, but I was determined to get it right. The biggest lesson I learnt is that consistency is key.
Appreciate you sharing that. What should we know about Secured Financials, LLC?
We are dedicated to accounting and tax services for individuals and business owners alike.
We take pride in saving our clients’ money – legally, ethically and compliantly. When you turn to us for your business or tax prep needs, you’ll have peace of mind knowing that a qualified Business Tax Strategist is overseeing your finances so you avoid costly mistakes.
We’ll be proactive about protecting your wealth by keeping in touch with you throughout the year to manage your tax burden. If you need to make financial decisions that could have tax consequences, you can count on us to discuss your concerns and find ways to secure your finances.
Pricing:
- Tax Preparation starting at $200
- Bookkeeping packages starting at $250/month.
- Virtual CFO Services starting at $125 for a consultation.
Contact Info:
- Email: [email protected]
- Website: https://www.securedfinancials.net
- Instagram: https://www.instagram.com/securedfinancials/
- Facebook: facebook.com/securedfinancials
Image Credits:
Visual Moments Photography
