About Us

Built on Experience. Focused on You.

Erika Stewart, CPA

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I’m excited to learn more about you and what you’re looking to accomplish. You’re busy enough, managing the financials shouldn’t add to your workload. My goal is to take the details off your plate, simplify your finances, and provide thoughtful, value-added financial guidance designed specifically for 1099 and contract medical professionals.


My accounting career began at a Fortune 25 company, after earning my B.B.A. in Accounting I then made the move to public accounting working for a Big Four firm. Following the education, examination, and professional experience requirements, I became a licensed Certified Public Accountant (CPA) in 2016.

After spending more than a decade helping clients navigate their tax complexities, I left a Top 10 international accounting firm as a Senior Manager to build something of my own. I wanted to build a practice centered around real relationships, where I can get to know my clients and be there to help them navigate their financial decisions year-round.

Based in the San Francisco Bay Area, Stewart Financial Solutions is a fully remote CPA firm serving clients across the country.

How It Works

From Initial Consultation to S-Corp Status Maintenance

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1. Initial Consultation

We take a look at how you earn your income, current entity structure, and financial goals to create a tax strategy aligned with your needs and objectives.
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2. Entity Setup

We work alongside your attorney on entity formation and manage the S-Corp election process.
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3. Onboarding

We establish your bookkeeping and payroll systems, including reasonable compensation and retirement plan contributions, streamlining seamlessly.
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4. Ongoing Management

Monthly bookkeeping, quarterly tax planning, and annual financials handled so you can get back to what matters most.

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