STEINKE & COMPANY
Preparing Businesses for Their Next Step | Finance First Advisory | Where Ownership Becomes Leadership
We advise established businesses through the operational and financial complexity that comes with growth. This is disciplined, finance-first work done before enterprise scale.
You don’t have a revenue problem.
You have a growth and complexity problem.
Most of our clients already run successful businesses.
What changed is that growth made payroll, reporting, compliance work (like their tax returns), their systems and processes, and decision-making more difficult than expected.
We help established small and mid-sized business owners move from operator to CEO, with finance-first advisory grounded in real numbers and custom advisory.
This is the work you do in the messy middle. The step after start-up and before enterprise scale.
-
Steinke & Company works with owners who:
Already have a profitable business
Have a team, payroll, and real operational complexity
Feel pressure from decisions and complexity
Know the business needs to evolve, but aren’t sure what to fix first
Want guidance rooted in financial reality and custom advisory
If you’re just getting started, this isn’t the right place yet.
If growth has made your business harder to run, you’re in the right room. -
We are a tax, accounting, and finance-first advisory firm for established businesses.
We combine:
Tax and accounting compliance work
Advisory and decision support
Systems, tech, and AI guidance
So owners can:
See what’s actually happening in the business
Make decisions with confidence
Delegate confidently
Prepare for the next level
We help you decide what matters, what comes next, and what can wait.
-
Most firms do one of three things:
Compliance without and follow up or context
Coaching and advisory without numbers
Tech without understanding your day-to-day reality
We do all three together, on purpose.
Because:
Advice only works if you can afford it
Systems only work if they are a good fit for how you work and have buy-in at every level
Leadership only works if decisions are clear and lead to a goal or purpose
We see your numbers.
We understand your specific stage of business.
We help you think like a CEO instead of a day-to-day technician. -
We primarily work with:
Construction and operationally complex businesses
We also work selectively with:
Professional service firms like doctors, accountants, therapists, etc..
Agricultural operators
All clients share one thing in common:
They’ve outgrown how the business was originally built. They are suffering from success and are overwhelmed and need guidance on how to move forward. -
At this stage, the work isn’t about effort. It’s about restraint. Signing up for tons of new tech that will “save” or “help” really just spends all of your money.
Owners we work with are navigating:
Delegating their “baby” to others
Letting systems replace late nights and people.
Resisting distraction and shiny new ideas, offers, tech (until you’re ready!)
Carrying responsibility for people, families, and futures that rely on your business
This is the shift from owner to CEO.
-
Simplicity first
Clean numbers. Monthly reporting.Stage-appropriate guidance
What got you here, won’t get you there. Each new stage of business requires new focus.Decision support
We help you decide what to stop, what to pause, what to build, and what to delegate.Ongoing advisory
Compliance creates the foundation. Advisory drives the work forward.
This is not a one-time project, and most clients meet with us regularly.
It’s structured support through a critical phase of growth. -
Some clients begin with compliance work.
Others come directly into advisory.Either way, the goal is the same:
reduce owner stress, create and strengthen systems, and prepare the business for what’s next.If this feels like the stage you’re in, apply below.
→ Apply to work with us
→ Read our perspective
Serving small businesses since 1974
Headquartered in North Dakota with a distributed team nationwide, Steinke & Company advises established and growing businesses across the U.S., from owner-led operations to more complex, multi-employee organizations.
We work with businesses that have moved beyond the startup phase and are navigating real operational and financial complexity. Our focus is on helping owners and leadership teams bring simplicity to their numbers, maintain compliance, and make sound decisions as scale, systems, and responsibility increase.
Our team of Enrolled Agents, CPAs, and advisors brings more than 40 years of combined experience working with real operating businesses. We provide practical, finance-first guidance that supports durable growth—not shortcuts or hype.
If you’re leading an established business and wish your tax provider offered competent financial support and a deeper advisory relationship, you can apply to see if working together makes sense.
Apply today to see if our services are right for you.
“We must all obey the great law of change. It is the most powerful law of nature.”