Simplify It. Systemize It. Scale It. Share It.
Speaker. CPA. Storyteller.
Turning financial complexity into clarity, confidence, and impact.
Let's Get StartedFrom Stay-At-Home Mom to Trusted Expert
How did I get here? I'm sharing it all on my new podcast I Have So Much to Tell You.
Listen now on Spotify & Apple Podcasts if you dare to be inspired.
KEYNOTES & WORKSHOPS
Bring financial empowerment to your stage.
From boardrooms to conference main stages, Stefanie blends CPA-level expertise with real, relatable storytelling — leaving audiences informed, energized, and ready to act.
Financial systems built to scale.Â
For founders and finance leaders: I design and optimize the NetSuite and financial systems that turn messy growth into clean, fundable, scalable operations.
Options: SuiteStart implementation · System optimization & cleanup · Fractional finance-systems guidance
"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
Featured Partners
Some links are partner/affiliate links — I only recommend tools I actually use and trust.
Tipalti AP Automation
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Streamline your entire accounts payable process for improved visibility, control, and efficiency.
Float Credit CardÂ
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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.
RAMP ExpenseÂ
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The expense management platform my customers are using to automate and speed up payments.
FOR SMALL BUSINESS & GETTING STARTED
Not ready for a big investment? Start free.
Calculators, checklists, and guides to get your finances organized — no cost, no pressure.
Explore free toolsLATEST 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]
