Helping Businesses Grow with Technology

 

Create business synergy by giving people more time for value added work, optimize broken processes and leveraging the best technology on the market.

We are more than a service provider. We are your Trusted Advisors.

Stefanie Ricchio CPA, The Agency

Book A FREE Call now.

Empowering PEOPLE, Optimizing PROCESSES, Implementing TECHNOLOGY

Solving your pain points so you can work smarter not harder.

 

Where You May Have Seen Stefanie

How We Can Help You

Professional Retainer Services

Business advisors with backgrounds in accounting, technology, security, compliance and more
Product-agnostic guidance
Business first consulting approach and deep industry experience.

Digital & Technology Solutions

We’re in the business of helping your business grow, operate efficiently and remain competitive. Our expansive expertise means we understand how to leverage today’s modern technology solutions to drive real results for your bottom-line, while our established reputation and decades of experience are the vote of confidence your organization can trust to get the job done right.

Continuous Learning

Personal Development Courses for Consultants or Service Based Solution Providers, and my fellow Canadian CPA's

Based in the framework of my 5-I's methodology, you will learn to assess your skillset to step forward into your leadership in your current role or to support you find the next best thing for you!

Join the community for access to the latest trends and tools to support your growth!

 

Our Trusted Partners

Solving your business challenges requires the right tools. From ERP to CRM to data driven intelligence, finding the right technology product is essential for long-term growth and operational efficiency. These are our vetted partners. Many more partners available for review from Shipping & Logistics, to Payment Processing and everything in-between.

Explore Our Spotlight Partners

We have worked with these partners to ensure we only share the best of the best. If you are looking for a specific partner not shown, ask away....we have more available.

What Clients Are Saying

"I worked with Stefanie on a 6 month project where she was able to step in and immediately master the management of a complex software development project to connect the flow of financial information between two different ERP/financial systems. Stefanie easily leveraged her expert knowledge of accounting and NetSuite administration to manage the tasks and multiple external consultants while providing key design, technical and validation expertise throughout the project. Most importantly, she was able to understand the complex company needs and how to nimbly drive project completion and go live while supporting the entire project team as needed. "

John Meinz
Director of Financial Systems, Red Ventures

"I worked with Stefanie through a business system refresh project, particularly as it related to NetSuite. "She was knowledgeable, always willing to help & provide guidance, and was key to helping me navigate through the change management of our various system improvements. She seemed to be always available when needed, and maintained calm through it all. "

Emanuel Mascoll CPA, CA
VP of Finance, Achievers Global

"Stefanie has been and is a valuable technical writer for CPA Canada, creating award winning content for the Financial Literacy program."

Li Zhang
Principal / Directrice de projets Corporate Citizenship / Citoyenneté d'entreprise

Let's Talk

Is your business ready to implement change but you aren't sure where to start and who the leaders in your vertical are? Meet with Stefanie and get the process started.

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