Finally…Financial Clarity + Peace, Backed By a Team You Can Trust.
From done-for-you bookkeeping and tax strategy, to collaborative training, to self-paced financial education — we give you the tools and team you need to grow with peace and precision.
200+
Satisfied clients
6+
Years of Experience
Real Results. Real Businesses. Real Impact.
$10M
In Transactions Managed
90%
Client Retention Rate
Who We Serve
Supporting Service-Based Entrepreneurs With Heart.
We’ve worked with hundreds of purpose-driven professionals who want to grow sustainably — not chaotically. Our clients are builders, visionaries, and creators who care deeply about their craft but need a trusted financial partner to help them manage the back end with excellence.
Our experience spans service-based industries, private practices, and creative businesses — all unified by one goal: to run smoother, smarter, and stronger.
Tailored support that grows with your business
Every business is unique. We customize your strategy to fit your goals, industry, and workflow, no one-size-fits-all solutions here.
Practical guidance you can actually understand
We simplify complex financial concepts so you always know where your money is going and how to make smarter decisions.
A team that cares about your long-term success
As your business evolves, we evolve with you — offering the right mix of bookkeeping, tax, and advisory support at every stage.
Let’s build your foundation for clarity and confidence.
How We Help You Gain Financial Freedom
The Secured Approach
We know you’re juggling clients, admin and family, so our advice is practical, clear, and easy to follow. You’ll never feel ashamed or overwhelmed when you work with us; we meet you where you are and guide you step by step.
Organization — We clean up, simplify, and build your financial systems.
Clarity — We assess your business goals and uncover financial opportunities.
Confidence — We help you make smarter decisions with clarity and peace.
Our Services
Choose the Support That Fits Your Season of Business.
-
We manage it. You focus on growth.
Perfect for business owners who want peace of mind knowing their numbers are done right and on time.
Includes:
Bookkeeping
Tax Preparation & Planning
Payroll
-
We partner with you — strategy, support, and accountability included.
For entrepreneurs who want to understand their numbers while getting expert guidance along the way.
Includes:
QuickBooks Training
Advisory Packages
Business Credit Development
-
You want to learn the systems — we give you the tools.
For self-starters who want financial education without full-service support.
Includes:
Masterclasses via The Secured Academy
Digital Tools & Guides
Self-Paced Resources
Your Financial Dream Team — Dedicated to Clarity, Confidence, and Care.
-
![]()
Margaret "Maggie" Montague
Founder & CEO
-
![]()
Shanon Bowen
Tax Specialist & Compliance Advisor
-
![]()
Sadia Zaman
Financial Consultant | Therapist-Focused Specialist
-
![]()
Angela
Bookkeeping Associate & Small Business Specialist
“Secured Financials is top-notch quality tax preparing. Thank you for always keeping my business and finances on point and complying with the law. Maggie and her team are great.”
Taylor Alexia
Ready to Simplify Your Finances?
You deserve clarity, confidence, and control in your business finances.
Let’s build a strategy that brings peace — not pressure.