Stage 1 Financial

Local resources provided by Top Ranked Realtor, Brenda Trigo


  • Stage 1 Financial was created by entrepreneurs, for entrepreneurs to help exponentially grow their businesses.
  • Our mission is to provide young, emerging brands the people, processes, and systems to quickly and sustainably grow their business, all within their specific business requirements.
  • We are our clients’ financial/operational back-office, advisor, and colleague, and are with them every step of the way, from start to finish.


  • Our team is made-up of CFOs, CPAs, MBAs and technology wizards with BIG 4 experience.
  • Company principles are entrepreneurs, business owners, and innovators that bridge the gap between strategy and execution, and everywhere in between.
  • Our team is smart, savvy, and forward thinking, and rolls up their sleeves to get the job done.


  • At Stage 1 Financial, we are always looking for ways to do things more quickly and efficiently, and to provide extreme value for our partners.
  • Stage 1 Financial was one of the first to successfully develop a fully outsourced finance and accounting solution that seamlessly integrates the bookkeeping, CPA, and CFO functions under one roof, providing young, emerging brands with more visibility, valuable insights, and time to grow their business.
  • Staying true to our innovative mindset, entrepreneurial culture, and passion for helping emerging brands, we recently developed and launched My Stage 1 to fill a void in the POS-based software reporting market