You can Have a Business you Love to Own
Stabilize Your Money
Cash Flow in your business can feel like a roller coaster ride. You need software to deliver your services. But some you pay upfront for a year and others are month-to-month. Sometimes you need a contractor, sometimes you don't. It's hard to get a handle on when money is going out the door. And you could use help, but can you afford it? And how will you know?
It's time to put a system in place that's easy to understand, implement, and control. Leave the roller coaster rides at the amusement park. We help you level out the ups and downs. That way, you have money when you need it, to do what you want to do with your business.
Generate What You're Worth
No more working for FREE! No more trading real life for pennies that don't take care of your family or fund your dreams.
To generate what you're worth, we start by identifying your target income. Then we calculate the revenue you need to reach that goal. That includes covering all the tools and expenses you need to deliver the most value to your clients.
You get a pricing strategy you can stand behind. That allows you to deliver excellence to the clients you serve, while funding a life you enjoy.
Find & Fund Your Priorities
Not all business owners have the same goals. As a matter of fact, many of our clients start out thinking they want millions of dollars in revenue. But what they really want is freedom - to decide what clients to work with, how many hours they work each week, when they can walk away and retire...
That's why it's important to take time and define what you really want your business to do for you personally. Once you have specific goals, we help you create a plan that will fund what's important to you.
- a house,
- an adoption,
- a dream vacation,
- selling the business as an asset,
- caring for aging parents,
- retirement before 70.
You can have a business that gives you what you want!
Control Your Numbers = Control Your Business
Moving Business Finances From Onerous to Owning it
Start Where You Are
Most of our clients come to us with messy books, underperforming numbers, and money decisions they wish they wouldn't have made. That's ok! Seeing clearly where you are today allows us to define how to get to the future you want.
Put Things in Place
Expenses. Systems. Software. Automations. Most businesses need a thorough review to get the right pieces in place to make managing their money feel understandable and doable. We review everything, and set you up for success.
Get What You Want
You have goals. We create customized plans that help you arrive where you intend. It doesn't happen overnight. But walking step-by-step on the right path, means you'll see results right now and for years to come.
Get Numbers That Serve You
even faster than you think!
Get your accounts in order or work through more advanced concepts of profit first with our certified experts.
We need just a little information,
and we'll make sure you get started in the right place.
Meet our Team of Finance, Accounting, Business & Profit First Professionals
We put our knowledge, credentials, experience and training to work for you.
Founder, Stapf Financial
I launched this business back in 1988, to help business owners create and manage wealth by managing their numbers. For years we set up cash management systems for hundreds of businesses. They worked, but they weren't always easy to understand and follow.
Then I discovered Profit First by Mike Michalowicz. It's a cash management system that is easy to understand and simple to implement. I LOVED the concept so much that I decided to implement it myself.
The problem is, I went from zero to my goal numbers without any steps in between. And I broke it! I was making drastic transfers from one account to another, without ever doing an expense review or taking small steps forward. And I had to start all over again.
So now I'm bringing all my knowledge, training, AND experience to my small business clients. We put together an easy-to-follow plan. We move forward toward their goals incrementally. That way progress is consistent, real, and sustainable. And we get real and measurable results.
I have pioneered a Done in Five plan that helps my clients position themselves to sell or retire from their business within 5 years. They don't have to do that, but they have the choice. That's real freedom. And you can have it too.
Profit First and Quickbooks Educator
With over 20 yrs experience in bookkeeping and certifications in Profit First and Quickbooks Online, I can answer almost any question about getting your books in order to get you to profit faster.
Business Services Coordinator
My over 20 years of small business tax prep keeps money in your pocket vs writing a check to Uncle Sam. I also make QBO give you the information you need so you can make better business decisions at tax time and all year long.
Wealth Management Assistant
I have 20 years experience in helping business owners like you stay on track with your finances so you can control your business and your life. We help you understand your numbers so your business builds your wealth.
My background in bookkeeping and corporate project management means I know how to make all the pieces work together when handling your finances. My specialty is coordinating and educating our clients and our team.
I started my career in a large public accountancy firm where I learned the ropes of tax preparation, IRS notices, audits, and estate planning. Every detail matters when dealing with the IRS, and I make sure we get those details right.
The Stapf Financial Promise
No Taxes Only
At Stapf Financial, we don't believe in a hit and run approach to your numbers. That's why we don't offer Tax Only services. Taxes are one piece of the puzzle. And we focus on the full picture.
Conversation is Mandatory
There's no harnessing the full power of your numbers without conversation. That's why we always schedule strategy conversations to make sure we set things up right to get you the results you really want.
Processes are Doable
We know you have enough on your plate. That's why we don't pile a bunch of bookkeeping on top. We take time to set things up so they're automated and simple, so you're not spending more than 1 - 2 hours a week in your numbers...unless you want to.
You can Touch Your Books
You don't have to be afraid of hopping in your books and clicking around. We've got your back. Our Quickbooks experts have professional tools that can fix any "mistake."
Financial Expertise Not Needed
You don't have to have a finance degree to make your business financials work for you. You just need to be able to follow a plan created by professionals like us.
Judgement FREE Zone
Every business starts somewhere. Sometimes that's no processes. Sometimes it's a mess. Sometimes it's money decisions you regret. This is a safe place to be vulnerable with your numbers, so you can focus on success in the future.