Results Achieved for Individual Clients with Review
Changing Business Finance Advisors is a Big Step
What if there was a way to test the waters before you make big moves?
Get an analysis of your current business finance situation without a big commitment with our Deep Dive Business Finance Review. For $500, here's what you'll get...
Bookkeeping Feedback
We'll review your Quickbooks file and give you our recommendations on your bookkeeping habits.
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Profit First Roadmap
Whether you've been using Profit First for a while or you're just starting out, we'll give you an allocation starting point.
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Past Tax Year(s) Review
We do a thorough review to make sure what you've done in the past was the BEST use of your business funds. If not, we'll help you refile!
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Current Tax Liability
No matter where we are in the tax year, we'll give you a projection of taxes we believe you'll owe and how much you'll need to save before you file.
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Tax Strategy Report
Paying zero taxes means you make zero profit. We have a better way. We'll show you where we believe you can save taxes and how we know you can save for taxes.
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Video Report
We'll record a video walkthrough of your results, so you can review it whenever you need it.
We're Here to Make Sure You're Getting Your Business Finances Right
Here's How
Quick Conversation
It all starts with a 15 minute conversation with a finance professional on our team. That way we can understand where you are right now, and what your biggest questions are about your money. Plus, we like getting to know you!
Business Information
In order to make sure you're getting your finances right, we need access to your past tax filings and your financials. We'll set you up with a secure way to give us access to the information we need. Then our pros will begin their review.
Finance Roadmap
Once we've reviewed your information, we'll provide you with a document of ways we believe you can save and use more of your money for investing and living! We'll review all the information with you in-depth on a Zoom call.
The Stapf Financial Philosophy
Save Taxes, Invest More, and Live More
Linda Stapf
Founder, Stapf Financial
We believe the income you require in order to live the life you desire is the start of our tax planning journey together.
As both the investor, and the most important employee, you deserve a living wage and a good investment return from your business.
You don't have to pay any more money in taxes than you are absolutely required. But we won't sacrifice the cash flow you need and deserve just to save money in taxes.
We're here to help you create financial peace, knowing you have covered your tax requirements while keeping every penny the law allows. That way you can invest more, give more, and live more.
Ready to see if your tax plan is working for you?
Results Achieved for Individual Clients with Review
Financial Results Other Business Owners Have Achieved
With a Deep Dive Review
Accurate Accounts Receivable
Cleared up accounts receivable that the old accountant never had time to fix. Open invoice report is real and actionable.
Overdue Tax Report Filed
No more waiting for the tax man to come knocking. Filed an overdue sales tax report and took the weight off the shoulders of the owner.
Prepared for Upcoming Taxes
Increasing an owner's tax account allowed them to fund the tax liability for the upcoming year BEFORE it was due!
