Turn Your Financials into a Growth Strategy

A concise executive toolkit from Stefanie Ricchio, CPA, CGA – balance sheet & income statement analysis, systems maturity curve, and a pragmatic roadmap.

"Setting up for Smarter Growth: Building Financial Systems for Profitability at Every Stage" is your starting point to build for success.

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Start with a quick win

Download the Financial Systems Scorecard — a simple and quick checklist to assess your current financial systems health and areas of risk & opportunity.
Download the Checklist
Ready for the Deep Dive?
Access a pre-recorded version of the Setting up for Smarter Growth: Building Financial Systems for Profitability at Every Stage to gain access to my insights and best practices. 
Want the full set of scorecards + Financial KPI's matrix to assess your ability to reach your organizational goals?
You’ll access:
  • Pre-recorded audio session for playback
  • Quick Financial Systems Checklist
  • KPI quick list (ARR/MRR, churn, CAC payback, Rule of 40)
  • Links to templates and tools mentioned in the session
Don't wait, access these materials today to get started on your transformation.

Send me all the deep dive materials 

About Stefanie Ricchio, CPA, CGA

Stefanie Ricchio is an award-winning Canadian CPA, finance strategist, and technology advisor helping businesses transform their financial systems into engines for growth. With over 20 years of experience spanning corporate finance, ERP implementation, and executive advisory, she specializes in aligning people, process, and technology so companies can scale with confidence.
As the founder of SRBC Inc., Stefanie has led digital transformation and financial system projects for VC-backed startups, mid-market tech firms, and enterprise organizations. She’s a frequent speaker at international conferences (SXSW, Web Summit, CPA Canada) and a contributor to Forbes Coaches Council, where she shares insights on finance, leadership, and digital innovation.
Her approach is simple but powerful: the balance sheet shows if you can sustain growth, the income statement shows if it’s profitable, and the right systems ensure investors believe in your numbers.
When leaders want financials that are clear, scalable, and investor-ready, they turn to Stefanie.
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