Megan Donaldson

Megan joined our team in January 2026, bringing four years of hands-on experience as an accounting and tax professional supporting small businesses and individuals. Her expertise includes bookkeeping, tax prep, IRS responses, and business compliance. She has completed coursework in Business & Accounting at Baker College.

Megan’s background working with client-focused online businesses is a fantastic fit for our team, as her attention to detail and communication, relationship-building, problem solving and organizational skills help keep things running smoothly. Her related experience working in the county treasurer’s office, assisting residents with property tax payments and account questions, further supports her ability to deliver excellence in client care.

What does she love most about her job?

“Bringing order to numbers and the satisfaction of making sure that everything balances and makes sense. Even more, I enjoy helping the client feel confident and less stressed about their finances and taxes.”

When Megan’s not at work…

You’ll find her doing anything that allows her to be creative, from tackling DIY projects to working on her house, crocheting or thrifting for old furniture and decor. She has a daughter, Avery Jade, that she loves spending time with and an Aussiedoodle named Chewy. She also love traveling and live music.

Favorites

Book: The Slight Edge by Jeff Olson

Drink: Coffee

Food: Tacos

Place: Anywhere warm and on a boat 🙂