Stop Guessing. Start Knowing.
Straight answers about your books & taxes — from The Nerdy CPA.
Hi, I'm Michelle Morgan — Certified Diamond QuickBooks ProAdvisor. I help business owners clean up their books, sharpen tax strategy, and finally understand their numbers. Book a session and let's get to work.
Zoom or Microsoft Teams
Recordings & follow-up notes
Certified Diamond
QuickBooks ProAdvisor
Book an Appointment
Pick the session that fits.
Every session is one-on-one with Michelle. No juniors, no runaround — just answers.
All times shown in US Eastern. Book up to 60 days out.
Free Consult
15 minutes
- Quick-win bookkeeping advice
- Identify your #1 problem area
- Clear next steps — no sales pitch
Best Value
Power Hour
60 minutes
- Deep-dive into your books
- QBO setup, cleanup & training
- Tax strategy review
- Custom action plan + notes
- Session recording included
Ongoing Support
Monthly Coaching
2 × 45-min calls / month
- Unlimited email Q&A
- Monthly financial review
- Tax planning all year
- Priority scheduling
- Session recordings
Intensive
VIP Day
4 hours
- Full QBO audit & cleanup
- Chart of accounts overhaul
- Custom SOP document
- Tax prep checklist
- 30-day follow-up support
How It Works
Three steps. Zero guesswork.
01
Pick your session
Choose the format that fits where your business is right now — from a free 15-minute consult to a full VIP Day.
02
Grab a time
Book directly on the calendar. You'll get a confirmation with a Zoom or Microsoft Teams link — no back-and-forth emails.
03
Get answers
Show up with your questions, leave with a plan. Paid sessions include recordings and follow-up notes so nothing gets lost.