Get crystal clear on your goals, set systems in place to track your progress, and create a business that fills your cup.


We'll be here to guide and encourage you along the way.  

We specialize in providing tailored accounting + tax services unique to Interior Design Businesses and their owners, including:


monthly bookkeeping

ivy + qbo integration services

sales tax compliance

income tax planning + compliance

financial + CFO Consulting

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Rachel Gregg, CPA

Founder + CEO

Rachel is a Business Strategist and Financial Consultant who is on a mission to equip entrepreneurs with the right financial insight to make strategic business decisions. 

Throughout her career Rachel has not only worked with hundreds of high-net worth individuals and small businesses on complex tax strategy and compliance issues, she has also been on the other side of the fence and brings a different perspective to how she wants to serve her clients.

Rachel is a 4x entrepreneur, mama to 2 incredible toddlers, a DIY fanatic and an Ex-collegiate softball pitcher.  Go Ags! 

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Megan received her Bachelors of Accounting from the University of Kentucky, where she also competed all four years on the Varsity Swimming and Diving Team. Her seventeen-year swimming career culminated in competing in two events at the 2012 Olympic Swimming Trials in Omaha, Nebraska.

After college, Megan earned her CPA credential and worked in both public accounting and industry. She also writes for CPA prep course blogs and creates guest post content for accounting sites.

In her free time, Megan enjoys trail running, competing in triathlons, and spending as much time outdoors as possible. She lives in Cincinnati, Ohio with her husband and three cats.