Discover the model that builds consumer brands
We build your accounting, finance and reporting architecture, taking the load off you.
Want to see our most popular solutions?
Transaction Services
Your Funding Experts
Our Transaction Services will run point on client-specific transaction advisory products including, but not limited, to Capital raise support, Corporate restructuring (e.g., transitioning from LLC to C-corp), Due Diligence, Post-Merger Integration, and Carve-Outs.
Accounting
Always Investor Ready
Full accounting solution from AP/AR through GAAP financials. Our industry experts will ensure we are setting up your accounting infrastructure to meet your growth objectives, and pass any due diligence investors might throw your way. Our financials are always investor ready.
Financial Planning & Analysis
Budgets and Forecasts and Cash, oh My!
While accounting tells you where you been, finance is determining where you are going and developing the map on how to get there. We focus on weekly cash forecasting, monthly demand planning and budgets that move and adapt as quickly as you do.
Sales Tax Services
Remit Accurately
The Sales Tax Management team will handle taxability, liability, and Nexus reports as well as manage the filings (manual and automated).
CFO
Driving Financial Strategy
Our CFO’s do precisely what CFO’s should be doing. Strategy, Operational guidance, and overall financial health. Our CFO’s help when needed and move out of the way when not. They are experts in their field.
Corporate Tax Services
Make Filing Easy
Rounding out our offering is the Tax team. They ensure proper entity structure, strategy and timely filing of taxes. Combining tax under one consolidated umbrella saves time and money.
Invaluable for our business…
“We have been working with Stage 1 for some time now given their responsiveness, attention to detail, professionalism, and willingness to go the extra mile, especially on a tight timeline. They have certainly helped us not only from an accuracy of financial statements perspective but also on key business intelligence and KPI reporting that we have found invaluable for our business.”
Adam Ross
CEO - HEYDAY
One of a kind, in a class by themselves…
“Stage 1 is one of a kind and in a class by themselves. From day one, Stage 1 put a highly specialized team around our finance and accounting processes; the team’s accessibility, domain knowledge, and collective output far exceeds what we could ever do in-house. Simply put, Stage 1 has provided Lemon Perfect with the tools to make more informed strategic decisions while allowing us to focus intensely on growth.”
Yanni Hufnagel
Founder & CEO - The Lemon Perfect Company
I’m extremely excited and grateful to have the support of Stage 1…
“I’m extremely excited and grateful to have the support of Stage 1 as Saie enters our next phase of growth. I’m fortunate to have partners who not only understand the clean beauty market but more importantly share my vision for Saie’s potential. With their valuable financial guidance, we plan to significantly expand product development and retail presence.”
Laney Crowell
Founder & CEO, Saie Beauty.
Transformed the way we operate…
“Stage 1 has transformed the way we operate. Once a small “mom & pop” style of management, we are now able to partner together with top-level executives to run our business like the Fortune 500. We are small family business, but Stage 1 has opened up a world of knowledge and opportunity that is now right at our fingertips, empowering us to make growth-centered decisions that impact our entire business. After more than 60 years, we are as strong as ever, largely due to the out-of-the-box thinking that Stage 1 has recently brought to the table, helping us transform old dreams into current reality.”
Mike Roberts
Director of Operations - Filter Source
Our Proven Model
Our proven six-point model is a comprehensive process that produces success for scaling brands. We come in, we scale, and we gradually leave to allow the business to operate independently and profitably.
People - Process - Systems
We are system agnostic
Our team spans the US with bases in Anaheim, Denver, Boston, and Philadelphia to help us ensure enough coverage for quality face-to-face time with most of our clients. Our local teams are always ready to host meetings or hop on the phone. We are here to help you and strive for the best customer service during our regular hours of operation as we believe a good work/life balance is healthy.
We work hand-and-hand with you to build and deploy process that will scale with you. We've done it before, we're doing today, and we will be doing it tomorrow. We are also a learning organization. If we find something new we like, we will test and deploy where needed.
The My Stage 1 Platform was designed with the successful entrepreneur in mind. We are first and foremost a data team. We know quick, highly-actionable data will give you an edge over the competition. Learn more here.
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