Profit First Accounting & Tax Professionals

Managing Cash Flow So You Can Live and Grow

Individual Finances  |  Service-Based Business Profitability  |  Tax Services

Starting Where You Are

Delivering Measurable Results

Growing with You

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!

It's Time to

Put Your Cash Flow to Work for You

As a service-based business owner, you want cash flow that helps you live and grow.

If you're like most clients we've helped, you've tried everything to get the money part of your business right. That includes professionals, family, friends, and frameworks. Sometimes it feels like you make a little progress. But you're still working hard to pay other people. Or you're chasing projects you don't love. Or you're worrying that you won't have money in the bank when pay day comes.

Money doesn't have to be a drain on you and your business. You can turn it into a powerful engine that drives success. And you don't have to be a financial wiz. We're here to put you in control of your money, your business, and your life.

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April 15th is Coming Soon! Are you Prepared?

Control Your Numbers = Control Your Business

Our Client's Success Looks Like...

Predictable Cash FlowIncreased Product MarginsConsistent Owner’s PayDecreased Anxiety Over New InvestmentsRegular Profit PayoutsGrowth In Company Stock Value

Moving Business Finances From Onerous to Owning it

Here's How

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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.

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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.

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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!

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    Tax Preparation

    Keep every single penny you deserve. Our tax experts help you capture all the eligible deductions and credits.

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    Tax Planning

    No more unexpected tax bills. Set aside the right amount to cover what you owe, before you owe it!

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    Done in Five

    Set your business up, so you have the option to sell or retire in five years. You may not want to, but you'll know you can.

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    Bookkeeping

    We'll help you keep things in order. Our team of experts can handle the day to day, so you can handle the rest.

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    Workshops

    Get your accounts in order or work through more advanced concepts of profit first with our certified experts.

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    Financial Planning

    Business is personal. We can help you make sure your business covers your personal goals and needs.

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.

Linda

Linda Stapf

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.

 

  • Becky Lorah

    Becky Lorah

    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.

  • Debbie Brown

    Debbie Brown

    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.

  • Jana roberts

    Jana Roberts

    Operations Manager

    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.

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    Laura Parker

    Tax Professional

    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

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    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.

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    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.

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    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.

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    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." 

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    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.

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    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.

Ready to Build a Business that Works for you?

Speak to one of our team.

Schedule Consult

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Kick Money Worries to the Curb

You can take the reins and reach your goals.

  • Anxiety

  • Control

Ready to Chat?

Phone: 410.442.9939
Fax: 410.442.1150
jana@stapffinancial.com