Helping Businesses & Career Professionals Find Their Value.

More than a service provider, your Trusted Advisors.

Stefanie Ricchio CPA, The Agency

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Where You May Have Seen Stefanie

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.

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.

Stefanie's Words

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