Meet Maria Mejia

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Discover Maria, your dedicated financial expert, committed to guiding you through every financial decision with clarity and confidence. With a passion for helping businesses succeed, Maria brings expertise and personalized support to ensure your financial goals are met.

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Accountant | Dedicated | Knowledgeable | Supportive | Trustworthy

I have always wanted to help people. I grew up in a big family of 7 kids so there were always opportunities to learn and to teach. In middle and high school I would do babysitting jobs for family friends.

Ever since starting school, at the community college, I have enjoyed doing accounting and the numbers aspect of business. In my first accounting class, everything just clicked together. I understood the concepts and knew how everything flowed together. I eventually graduated from Ensign College and went to Brigham Young University-Idaho. I enjoyed accounting even more as the classes became more challenging. I was the one kid always excited to learn new concepts.

I had always known that I didn't want to work in a big accounting business or a big corporation. I did an internship in a small accounting office and enjoyed it. I learned that I also like doing taxes. The idea of starting my own business had just begun to creep in. I worked in the accounting office for about a year before I moved up to Canada.

I was preparing to look for another office job when a family friend suggested starting an accounting business. That is when my first bookkeeping firm was born. The goal was to help small startups understand and organize their finances and be ready for tax time.

I had thought you needed to be a special kind of person to run a business and be an even more special kind of person to be an entrepreneur. I went to different networking groups in the community and found out that entrepreneurs come from all walks of life and at different points in their lives.

Getting to know different entrepreneurs and their businesses has helped me understand there are many strengths different people bring. I want to help people do more than just be compliment with the CRA. I want them to not only understand their numbers but to utilize them to grow their businesses. Partnering with David has amplified my knowledge to be able to better help fellow entrepreneurs.

I love accounting and I love bookkeeping. I love to continue to learn new things and use new technology. I also love helping other people. If I can help another person understand how money works, my life goal has been reached.

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What to Watch Out for in Business Financial Advice

June 17, 20252 min read

There’s no shortage of financial advice out there for small business owners especially with so much of it circulating on social media. You’ve probably seen the posts that say you should invest more, save less, raise your prices, hire faster or the opposite.

The truth is, not every tip applies to every business. What works for one may not work for another, and discernment is key.

  • Look at who the advice is coming from. Are they running a business like yours? Do they understand your industry, your size, or your stage of growth? Context matters.

  • Be cautious with one-size-fits-all tips. Advice like “you must have five income streams” or “every business should hire a team” can create pressure that doesn’t align with your goals or current reality.

  • Always tie advice back to your numbers. Before making a decision, check your cash flow, profit margin, and budget. Good advice supports what your numbers can realistically handle.

  • Just because something worked during someone else’s launch or busy season doesn’t mean it’s the right move for your business right now. Timing is everything.

  • Free advice isn’t always the best advice. It’s okay to invest in support from someone who understands your business and your vision, especially when it comes to finances.

  • Look for patterns, not just hype. Consistent results over time are more valuable than quick wins that aren’t sustainable.

  • Trust your gut, but back it up with data. You know your business better than anyone. Use your instincts, but let your numbers guide your decisions.

We work with business owners from all walks of life, and we know that thoughtful, personalized strategy is what makes a real difference. Numbers are the foundation, and when you use them with intention, you make smarter choices ones that actually serve your business long-term.

If all the advice out there has you feeling a bit unsure about what actually applies to your business, just reach out. We’ll help you sort through the noise and focus on what really matters for your numbers.

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Maria Mejia

Maria is driven by a passion for helping others and a love for accounting that began in college. After excelling in her studies and gaining hands-on experience, she founded her own Accounting and bookkeeping firm to assist small businesses with their financial management. Maria’s dedication to understanding and applying financial principles empowers entrepreneurs to make informed decisions. Her expertise in financial advising helps businesses not only grasp their numbers but also leverage them for sustained growth and long-term success.

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