Simplify It. Systemize It. Scale It. Share It.
From financial systems and tax strategies to products and speaking, Stefanie Ricchio CPA empowers businesses and individuals to build clarity, wealth, and impact.
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Transformation Tracks
Where Will You Start?
Financial Systems for Growth
For founders and tech leaders: Your balance sheet tells if growth is sustainable, your income statement if it’s profitable, and your systems if investors believe you. Get the 1-page executive toolkit and checklists to make it happen.
Empowering Wealth - Tax Planning
Download free Canadian tax checklists & scorecards. Strategies for individuals, families, business owners, retirees, and newcomers to maximize tax savings.
FEATURED IN:
The Latest
Here is what's new!
Tax Exposure Test
Do you wonder if you have your tax basis covered? Want to see areas where you might need to ask questions and do some more planning?
I've built a FREE tool for you to take a quick look, no personal info collected!
The SR | EV APP
The Empowering Value App is ready for iOS. The FREE app that will bring you expert finance & career advice and resources right to your fingertips.
My Book
Stuck in an entry level job or just getting started? My book will guide you on creating value in the workplace to succeed.
FREE ERP Guide
In this guide, you can learn about crucial steps and considerations to align NetSuite ERP with your unique business needs.
You’re not alone.Â
Clients:
"Stefanie easily leveraged her expert knowledge of accounting and NetSuite 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. "
-Â Director IT, 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. ."
-Â VP of Finance, Achievers
"Stefanie has been and is a valuable technical writer for CPA Canada, creating award winning content for the Financial Literacy program."
-Â Principal, Corporate Citizenship CPA Canda
No Bookkeeper?
No Problem!
For small business owners, hiring a bookkeeper isn’t always feasible. Meanwhile, subscription-based accounting software is expensive. Let EasyTracker bridge the gap on your behalf.
- Make better choices with clear tracking and forecasts
- Save time through easy transaction entries on desktop or mobile
- Stay current instead of waiting until tax time to find financial missteps
- Access simple dashboards complete with income, expenses, and profit
- And more
LATEST FROM STEFANIE
Enjoy the BlogÂ
Comprehensive blog encompassing Stefanie's work in Financial Literacy, Leadership, and Women's Initiatives.
Want to Guest Write for the blog? Contact us to chat [email protected]
Featured Partners
For my business audience, spotlight on a few of my faves!
Tipalti AP Automation
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Streamline your entire accounts payable process for improved visibility, control, and efficiency.
Float Credit Card Management
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Smart corporate cards, next-day bill payments, and 4% interest for your business.
All powered by a single platform built for Canadian teams.