Welcome to Coffee Break

Stage 1’s new streaming video series, Coffee Break, aims to help entrepreneurs connect with industry experts for helpful guidance and strategic insights.

Take a deep dive into our world of finance and accounting with Stage 1 Experts and guest speakers on the following topics:

Chart a Course for Success with a CFO

Baton Market Place Helps Businesses Sell

The Job of a CFO

4 Reporting Solutions

5 Pitfalls of Raising Capital

When to Walk Away From Financing

ERP Systems

Sales Tax

Budgeting, Reports & Forecasting

Getting into Wholesale

Transactional services

Term sheets

Business taxes

Cash forecasting

Demand & production

Customer P&L

COGS & gross margin

Our Partners at Baton 

If you have wanted to sell your business but been concerned with how small your revenue is or just wanted help with the process then Baton is the partner you need.

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Our Partners at Baton 

If you have wanted to sell your business but been concerned with how small your revenue is or just wanted help with the process then Baton is the partner you need.

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The Job of a CFO

Join us for another Coffee Break as our six CFOs discuss the job of a CFO and the value they bring to their clients.

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4 Reporting Solutions

Stage 1 Financial has helped many startups with their reporting needs and over time we have seen four common struggles that young businesses deal with. If your business has had issues with any of the following items then this could be a very helpful video. Learn how to overcome:
1. Seeing financials before month-end
2. Running reports from multiple locations
3. Visibility of actuals vs budget and forecast
4. Difficult to share data and reports

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Transaction Services – 5 pitfalls of raising capital

The road to raising capital is burdened with pitfalls to avoid. Take the advice of some seasoned professionals and avoid these 5 pitfalls.

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Transaction Services – When to walk away from a financing offer

Trying to raise capital can be a hard task but sometimes the deal isn’t worth it. Here are some guidelines on when you should walk away from an offer.

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ERP Systems – The good, the bad, and the ugly

Grab a cup of coffee and listen to a couple of Stage 1 Financial CFOs as they discuss the good, the bad, and the ugly of ERP implementations and how they differ from Inventory Management Systems.

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Sales Tax – Doing it right the first time

Learn more about how your business needs to handle sales tax. Sales tax compliance begins with recognizing what states you have physical and economic nexus with that create sales tax obligations.

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Integrated Reports and Budgeting – Better insights and planning

Stage 1 has a refined system for taking your complex set of data and simplifying it into valuable, timely reports. We then use those reports to continually adjust your budgeting. It’s an integrated approach that keeps you nimble and operating at peak efficiency.

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Getting into Wholesale – Understanding your brand

Deciding when and where to try breaking into the wholesale market can be a daunting task. It’s more than just picking the largest distributor you can find and understanding your brand positioning plays a big role in making this decition. Listen in as expert Lila Sharifian gives some balanced and insightful hints on how to move your product wholesale.

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Transaction Services – Focused on raising capital

More and more startups are looking for and needing solid help raising capital, and we are here to support you. We have found that, more often than not, our clients should bring us in as early as possible to help prep for getting them ready. It’s never too early to speak with us about raising capital.

We are not acting as your investment banker. We are acting as your CFO, accounting and finance team. We aren’t taking a percentage of your raise. This is because we are a long-term partner with you.

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Term Sheets – What to look for

Join our own, Jeremy Triefenbach – CFO and Katy Triefenbach – CEO, as they discuss term sheets and some of the red flags to look out for. Are you getting the deal that’s best for you? Visit here for more information about the venture capital association.

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Taxes – How to manage your business taxes

Join our own, Jeremy Triefenbach – Managing Partner & CFO, as he talks business taxes with guest Sr. Tax Consultant, Gary Gee. Taxes are complicated. Are you getting all the breaks you’re eligible for? Gary knows the answer and his advice is worth a listen…

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Cash Forecasting – The most important investment you can make

Take an educational break with Mike Tornatela and Jeremy Triefenbach as they discuss the ins and outs of cash forecasting and why it’s a must-have for every company.

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Demand and Production Planning – Learn your basics

Join our expert CFOs, Dawn Techow and Pieter Theron, as they discuss Demand Planning and Production Planning – it’s a game-changer!

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Customer P&Ls – Peeling back the layers for success

Sit down for a quick chat with our CFOs – Lila Sharifian and Jeremy Triefenbach –   as they discuss utilizing the layers of your Customer P&Ls and why they are so important for growing companies.

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COGS & Gross Margin – Why you should care

Join our own Greg Buscher – CFO and Pieter Theron – COO, CFO for a quick Coffee Break where they discuss the basics of COGS & Gross Margin and why good practices are vital now more than ever. Ideal for all business owners, you may not love talking inventory, supply chain, and margins, but these guys do! And their advice is worth a listen…

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