Our Solution

Transactional Accounting

The financial backbone of any business, small or large; the nuts and bolts that keeps your business running today, and as it grows. We 0ffer:

  • General Bookkeeping
  • Expense Management (ie credit cards)
  • Payroll Processing (see below for more detail)

Accounting Operations

If weekly or monthly touch points are not enough, we recommend a blend of accounting and operations. In this capacity, we manage all daily aspects of your Accounts Receivables and Accounts Payables. Examples include:

  • Accounts Payable Processing/ Management
  • Accounts Receivable Processing/ Management
  • Cash position reporting
  • Inventory Purchasing
  • Shipping Confirmations
  • Customer Product Purchasing
  • Order Entry
  • Ad Hoc support such as credit applications, insurance support and supplier setup

Managerial Accounting 

For businesses that need more complex accounting (COGS, inventory and charge-back), we offer process development, richer analytics and custom reporting to support your growth. Sample of items covered:

  • Monthly Financial packages with KPI’s
  • Complex Monthly Close
  • Weekly/ monthly flash reporting
  • Audit/ review support
  • Creation and maintenance of permanent files

Finance Services

While accounting focuses on what happened, our finance team focuses on what will happen. A blend of accurate reporting and forward planning is critical for any businesses success.

  • Operating business plans
  • Cash management/ forecasting
  • long term (3-10) year planning and forecasting models
  • Ad Hoc analysis
  • Insurance Support
  • Vendor and term negotiations
  • Contract review and analysis

Business Intelligence

Financial data alone will not provide you a full picture on how to effectively scale your business. Our BI solution, through your real-time numbers and our analytics, provides a 360 degree view of all aspects of your business, enabling you to make business growth decisions based on factual information. Example reports/analysis include:

  • Data warehousing and management
  • File hosting
  • Analytics for investor pitch decks
  • Customer life cycle analysis
  • Marketing ROI analysis
  • Product performance and sales analysis
  • Weekly and monthly flash reporting
  • Custom reporting

Our BI Solution – Real Data. Real Analytics. Real Growth.

Capital Raise

For those considering raising capital to accelerate growth, we have extensive experience and relationships in the investor/accelerator process. We help our clients:

  • Making sure your numbers are accurate, rooted in data, and mapping out what is the investor return
  • Developing and sending out your pitch deck
  • Creating and continually building a list of potential investors, including online sources
  • How to have discussions and negotiate terms with investors
  • Obtain legal documents
  • Getting the cash, and then what to do with the cash

Our Capital Raise Support – Right Time. Right Resources. Right Price.

CFO/ CTP Services

For those companies that need the higher-level financial expertise of a CFO, but don’t want the heavy financial burden of an internal employee, Stage1 can help. We provide CFO level individuals with extensive experience that focus specifically onCFO level activities only. Work is passed down wherever possible to keep the fees in line with your budget. Our CFO focus on:

  • Strategic support
  • Strategic financing (equity and debt)
  • Investor relations
  • Contract support and negotiations

Teams and solutions are built upon the unique needs of your business. We will layer in the appropriate team members and the appropriate hours to bring you a seamless, holistic solution that will scale over the long term.

Tax Consulting and Preparation

Our current Stage 1 Financial partners can now enjoy the benefit of our professional tax consulting, as well as income tax return preparation and filing.

  • Faster completion time—The Stage 1 Financial team is a cohesive model. That means our tax CPAs work in tandem with the bookkeeping team so that all questions are answered quickly and completely.
  • Decreased fees—Since our internal process allows us to be more efficient, quicker preparation and filing results in lower fees.
  • Our hourly rate is $200 per hour—This price, an excellent value by any standard, is available only to current partners.

Why trust your tax preparation to a company that doesn’t know your business financials the way we do?