Your business isn’t struggling to exist.
It’s struggling because growth has changed how your business runs.
-Payroll and your team outgrew your old system and now you need classes, divisions, GPS reporting, or a tech integration to your CRM.
-Reports are confusing instead of clarifying because you have different product lines, SKUs, offers, or divisions but you can’t see them easily. -Systems exist but don’t help decisions because they haven’t grown with the business.
-Everything feels heavier than it should and you end up with decision paralysis.
-Project tracking isn’t happening or is really hard.
-You can’t tell your busiest times of year or day.
-You can’t see which offer is the highest-selling or the highest-margin.
Those are the problems we solve. Success changes your business's needs. You’ve outgrown your initial tech, systems, people, and processes.
Our services are designed for established owners with at least $400-600K of revenue a year. This is the stage where profitability exists, but complexity and being busy have made it hard to keep up or know what to upgrade first.
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Our services are for owners who:
Consistently generate revenue (typically $400k+ and growing)
Have teams (even if small), payroll, and operational complexity
Want advisory grounded in real numbers
Are ready to move from the owner-operator to CEO
Are committed to systems, financial clarity, action, and serious decision support
If your business still feels simple or your biggest challenge is “getting started,” this isn’t the right fit yet. If growth feels harder than it used to, you’re in the right place.
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We structure our work intentionally, not around tasks or boring compliance work, but around simplicity, decisions, and readiness for what comes next.
We treat tax, accounting, payroll, and advisory not as siloed services but as the interconnected foundation required for any business to grow and scale.
Every engagement is structured to:
Create financial simplicity that informs decisions
Reduce friction and noise in your operations
Support strategic choices with real numbers
Enable confident delegation and leadership
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At Steinke & Company:
You’re not handed reports; you’re given meaning
You’re not coached with motivational bull; you’re guided with structure step by step
You don’t get generic recommendations; you get financially grounded options
This is not “fill in the blanks.” We do not have a “framework” we push onto each client. Every business requires it’s own custom strategy, designed for the phase of business and life that it’s at and where it wants to go.
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We onboard new clients intentionally and individually, often outside of tax peaks, so we can see your business context and challenges before recommending a path forward. During your onboarding, if you choose advisory work, you’ll have a 2-3 hour onboarding session with Stephanie to dig into your current business, your current stressors, and where you see yourself in the future. Then we tackle each issue systematically.
If you are ready to:
Stop guessing and develop your numbers into something that guides you
Reduce chaos by delegating and implementing systems and technology
Lead instead of react to daily fires
Make decisions with confidence based on your numbers and goals
Update and upgrade your technology and systems with guidance
… then the next step is to apply to work with us.
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Our services are not designed for:
Early-stage businesses still testing product or market fit
Side hustles or hobby income ventures
Owners who prefer to DIY every detail
People not yet ready for disciplined systems and taking action
If that’s where you are, we have a separate resource ecosystem to support you until your stage changes.
→ Start your accounting journey
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Most firms treat compliance and advisory as separate services you add on. We treat them as a connected workflow, where advisory only works if compliance and data are reliable, and compliance informs strategic decisions, and your finances and workflow inform your tech stack.
Think of us as your one-stop shop for business support if you're a growing small or medium-sized business. Especially if you are in construction, a professional service provider, or a tech-forward agricultural operator.
OUR SERVICES
Our Service Framework
We organize our services into three connected tiers, not separate silos:
01
Foundation
Compliance & Reporting
We ensure your business has clean, reliable information that you can trust, because advisory sevices without trustworthy data is guessing.
Includes:
Tax compliance & preparation (business and personal)
Payroll setup and ongoing management
Sales tax compliance
Accounting & bookkeeping
Systems setup (QuickBooks Online and integrations)
Does not include extra meetings, advisory services, or coaching, yet.
This is where we get your foundations in place. If your books aren’t simple and clean, decision-making and growth aren’t happening.
02
Clarity
Planning & Positioning
Once the foundation is stable, we help you understand what the numbers are actually saying. And then how to make decisions.
Includes:
Tax planning and forecasting
Beginning to understand your cash flow cycle and prepare a budget
Beginning to understand margin and job profitability
Entity strategy (C Corp vs S Corp vs LLC, etc.)
Tech stack alignment (what to use, when, and why, and how to connect them)
This tier includes advice on the very functional and practical aspects of your business.
This is where you start planning ahead, not reacting after the fact. This is the tier most successful small or mid-sized businesses aspire to.
03
Advisory
Strategic Decision Support
This is where we work with you on the hard decisions that matter most.
Includes:
Ongoing advisory sessions, weekly or monthly.
Growth planning, sequencing, and more advanced budgeting
System design for leadership transition and team growth
Decision frameworks (when to scale, when to defer)
Delegation strategy and organizational structuring
This is the work you do before you exit or scale the company, and it’s where owners start thinking like a CEO rather than a technician. If you are thinking of scaling big, selling, retiring, transitioning to a family member or employee, this is the tier where you get the most value.