Stage 1 Financial Overview

  • Service
  • Accounting Firm

  • Founded
  • 2013

  • Employees
  • 62

  • Serviced Companies
  • 3

  • Serviced Deals
  • 1

Stage 1 Financial General Information


Stage 1 Financial is an accounting firm based in Frisco, Texas. Founded in 2013, the firm provides accounting services such as corporate tax planning, financial planning analysis, and sales tax services, and provides a chief financial officer to help with strategy for small and middle-market companies.

Contact Information

Year Founded
Service Provider Type
Primary Office
  • 5 Cowboys Way
  • Suite 300
  • Frisco, TX 75034
  • United States
+1 (855) 000-0000

Stage 1 Financial Services to Companies

Service on a Deal (1)

Company Name Service Provided Deal Date Deal Type Deal Amount
Unna Bakery Accounting Aug 2020 00000 0000000
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Stage 1 Financial Investment Preferences

Preferred Industries Preferred Verticals Preferred Deal Types Geographic Preferences Transaction Amount

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Stage 1 Financial Team (10)

Name Title Deals Office Contact
Katy Triefenbach Chief Executive Officer Frisco, TX
Jeremy Triefenbach Co-Founder & Chief Financial Officer 0 Anaheim, CA
Elena Minton Chief Financial Officer Frisco, TX
Johnny Gehris Chief Financial Officer Frisco, TX
Kasey Champa Chief Financial Officer Frisco, TX
You’re viewing 5 of 10 team members. Get the full list »