Books by Michele Cagan, CPA

Disclosure: Some of the links on this page are affiliate links. This means if you click on the link and purchase the item, I will receive an affiliate commission.

The Infographic Guide to Personal Finance: A Visual Reference for Everything You Need to Know

As single moms, we need to know everything about personal finances, because all of the money decisions are up to us. I know how demanding that can be, even with a financial background.

That’s why my latest book covers all of the topics that impact your life every day, from establishing credit to buying a car to choosing the right life insurance…and making the best decisions about your financial future.

I’ve included straightforward, practical advice for handling every aspect of your financial life, and easy-to-follow steps to help you achieve your financial goals. Whether you’re looking to increase your credit score…boost your income…or start building personal wealth, this book will help you get there.

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Infographic Guide to Personal Finance


Easy to read and understand. I love the charts.

Accounting 101: From Calculating Revenues and Profits to Determining Assets and Liabilities, an Essential Guide to Accounting Basics

Too often, accounting books turn noteworthy details into text so dense and confusing that even a CPA would throw in his calculator. Let Accounting 101 show you why accounting is at the center of running a business and key to managing investments. Michele Cagan, CPA, will guide you through the basics with key terminology and essential skills – without putting you to sleep. You’ll learn to put together a balance sheet, identify liabilities, and calculate your cash flow, as well as many other essential accounting skills.

Whether you’re interested in accounting for yourself, your business, or as a high-paying, in-demand career, Accounting 101 has the answers to all your questions – even the ones you don’t think to ask.

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Accounting 101 Michele Cagan
Stock Market 101: From Bull and Bear Markets to Dividends, Shares, and Margins―Your Essential Guide to the Stock Market

Stock Market 101 cuts out the boring explanations of basic investing, and instead provides hands-on lessons that keep you engaged as you learn how to build a portfolio and expand your wealth. From bull markets to bear markets to sideways markets, this primer is packed with hundreds of entertaining tidbits and concepts that you won’t be able to get anywhere else.

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Stock Market 101
Recently reviewed in BetterInvesting (March 2017):


Great book.

Amazon Customer

Good for a beginner! Had some really helpful ideas.

W. Frazier Brinley

Awesome book, easy to read, concepts clearly explained.

John LaRosa

Very good book for beginners who want to get some type of true idea of the stock markets and how it works.

Amazon Customer

I love this book […] and I could not put this book down. I posted on my Facebook groups right away. Yes, plenty of our member[s] bought this one.

Amazon Customer
Investing 101 : From Stocks and Bonds to ETFs and IPOs, an Essential Primer on Building a Profitable Portfolio

Too often, textbooks turn the noteworthy details of investing into tedious discourse that would put even Warren Buffett to sleep. Investing 101 cuts out the boring explanations, and instead provides a hands-on lesson that keeps you engaged as you learn how to build a portfolio and expand your savings. From value investing to short selling to risk tolerance, this primer is packed with hundreds of entertaining tidbits and concepts that you won’t be able to get anywhere else.

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Investing 101


Most investment books I’ve read are generally worthless, with the author’s ego and business motives being the highlight. With Investing 101, I struck gold! It is a perfect lexicon of facts and information. It describes all the language & terminology, number and formulae, and strategies used by different investors. It’s concise and easy to understand. The information provided has given me enough knowledge to begin trying investing on my own. Excellent resource.

Deborah Walker

I am almost half way through the book and can actually understand what I am reading. The transparency makes for a positive experience. You don’t need a PhD to understand the financial market.

Jacob Cartwright

I wanted to learn more about the different types of investment opportunities and how to go about them. This was a good primer for the basics.

Jose Torres

If you are a beginning investor or someone who wants to start investing this book is great. It cuts to the chase and explains investing in easy to understand language.

If you have a few years of investing under your belt, it is still a good book to recapitulate what you know and to clarify what you have doubts about.

All in all, well worth a read.

Mala Ashok
Financial Words You Should Know: Over 1,000 Essential Investment, Accounting, Real Estate, and Tax Words

The average person has greater need and opportunity to invest and yet less disposable income to risk. Too few people truly understand the implications of the click of the mouse, simply because they do not understand the language and concepts of finance. In “Financial Words You Should Know”, the language and concepts will be explained in plain English. People will be able to make educated decisions regarding their personal finances, whether they are saving for a one-time event or working toward retirement.

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Financial Words You Should Know


Too few people truly understand the implications of the click of the mouse, simply because they do not understand the language and concepts of finance. This book explains the language and concepts in plain English.

Streetwise Incorporating Your Business: From Legal Issues to Tax Concerns, All You Need to Establish and Protect Your Business

Incorporating your business can provide numerous legal and financial advantages – it also has long-term ramifications on how you manage and structure your organization. Streetwise Incorporating Your Business will not only educate you about the benefits of incorporating your business, but will also help you determine which corporate form and structure will be the most advantageous for your personal circumstances.

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Streetwise Incorporating Your Business
The Everything Accounting Book: Balance Your Budget, Manage Your Cash Flow, And Keep Your Books in the Black

The Everything Accounting Book is a great beginner’s guide for the basics of accounting. Real-world examples show accounting procedures for a retail business, a manufacturer, a home-based business, and a small high-tech company. So no matter what your business, you have the information you need to make a go of it with The Everything Accounting Book!

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The Everything Accounting Book
Streetwise Business Plans: Create a Business Plan to Supercharge Your Profits!

Every great business begins with a great business plan! Nearly half of all new businesses fail within the first to years. To beat these odds, your new business needs a plan. Streetwise Business Plans shows you how to create a professional business plan in no time. This book explains how to use a business plan to establish a sound business, develop a complete marketing strategy, and forecast change.

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Streetwise Business Plans


I have purchased probably 5 business plan books and software packages over the last 8 years. None of them were clear enough or easy enough to get me through the process of writing a good, complete business plan. This one really works. I sat down with the book and software, and over the course of a week, wrote a business plan that has received great results. Every business owner needs a business plan and this is something that you really do have to do for yourself. Unfortunately, writing a good business plan does not come easily to many people. This book will get you through the process, and you will end up with a good plan.

Paper Mulberry - G. Hampton

From time to time I have a client who needs a business plan. Most have no idea where to begin and really no desire to write a plan. I would often be asked to write the plan for them, but without a real template or software geared to it, it was like re-inventing the wheel every time.

A few months ago I picked up this book, and the accompanying software, and my job was suddenly made easier. The instructions are easy to follow and the software is easy to use, a plus for a non-technical type like myself. Right now I’m even using it to put together my own business plan.

If you are seeking an easy to read and use guide to business plans, I recommend this one.

James Sadler

I am a proficient writer, but I had never written a business plan before, so I had trouble getting started. Of the three books I purchased on writing business plans, this one was the most helpful because it provides “lead ins” to get me started, with suggestions for elaborating on details. For example, “Our key competitive advantage is…” The lead-ins are tailored for varying business sizes–from small start-ups to large establishments.

Over a few days, I was able to assemble a skeleton of a business plan. After researching my industry for marketing and competition, I was able to fill in the sections I had outlined with the use of the book. My business plan was well-received by bankers and business people. It gave me confidence from having done thorough research on operating the business.

I had bought a used paperback version (without software) on Amazon for $6.00. In hindsight, the software may have saved typing time. I couldn’t have written my business plan without this book!


Me and an associate wrote our business plan using this book as our reference. Neither of us had any experience writing a business plan and didn’t know where to begin. This book helped us get off the ground in no time. If your new to writing business plans or you’re just not sure where to begin, this is the book for you.

The Everything Investing Book: Smart strategies to secure your financial future!

What’s the difference between growth investing and value investing? How much risk is acceptable? Does anyone really read a prospectus? Even in the best economic conditions, investment decisions can be overwhelming. In a down economy, it can be downright frightening! But with this helpful guide, you’ll learn to successfully navigate the financial markets with confidence.

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The Everything Investing Book


This was one of the first financial/investing books I read after I retired. I found it clear, comprehensive, and useful. Especially useful for one working in a non-business or financial field, this explains the stock market, bonds, mutual funds, exchange-traded funds, diversification, tax implications, and retirement financial issues. I never felt the book to be elementary or dumbed down, and it is arranged in digestible sections that build upon one another. I was so pleased and impressed with this book that I bought one for my twenty-two year old daughter after she graduated from college to initiate her into the world of investing. Highly recommended for those who want the basics of finance and investing at their fingertips; since the book is in paperback, go ahead and highlight it or take notes!


This book is good for the person who is just starting to think about investing and has very little information pass that. This book introduces many of the investment options available and has a nice overview of investing.

William D. Jenkins

This book was a required book for a class. It really helped me to understand the basics of investing. It explains the basics and builds on it. I really appreciated this book; well designed for the purpose of the class I was in.

A. M. Benoit

Exactly what I ordered, arrived on time as well. The book is really structural and makes sense. It’s short and easy to read, but yet packed with a lot of great material