Smartstackadvisory

Smarter Finances. Clearer Growth.

Helping small business owners organize their books, forecast cash flow, and plan ahead — without the stress, mess, or spreadsheets.

Why Smartstack Advisory?

Hi, I'm Stephan founder of Smartstack Advisory.
After working at Intuit and supporting business owners across industries, I saw how often great entrepreneurs struggle with messy books, late taxes, and zero financial clarity.
I started Smartstack Advisory to fix that.I help you build simple, smart financial systems that save time, reduce stress, and turn your business numbers into strategic tools. Whether you're starting out or scaling up, I meet you where you're at and help you grow from there.


Services & Packages


Basic

$300/month

Perfect for solopreneurs or side hustlers looking to get organized.Monthly bookkeeping (Wave, QuickBooks, or Excel)Categorized income and expensesMonthly PDF financial summaryOne 30-min onboarding callOngoing email support (48 hr response time)Best for: Creatives, consultants, freelancers, and first-time founders.


Premium

$500

Ideal for small business owners earning consistent revenue who need planning support.Everything in Finance FoundationCash flow tracking + 3-month forecastBudget planning for business goalsQuarterly tax prep summary (P&L, expense doc)One 30-min review call per monthSlack or WhatsApp supportBest for: Online businesses, growing service providers, and eCom shops.

Ultra Premium

$750

Ideal for small business owners earning consistent revenue who need planning support.Everything in Finance FoundationCash flow tracking + 3-month forecastBudget planning for business goalsQuarterly tax prep summary (P&L, expense doc)One 30-min review call per monthSlack or WhatsApp supportBest for: Online businesses, growing service providers, and eCom shops.

You don’t need to figure out your finances alone. Let’s build something clear, simple, and built for the way you actually run your business.Book a free 15-minute intro call:

Smartstack Advisory © 2025. All rights reserved.
Based in Toronto | Empowering small business finance