Hi, I'm Steven Schlagel and I am a Certified Public Accountant (CPA) with over 30
years experience in small business consulting, coaching and teaching.
I have taught business and accounting students for the College of St. Scholastica as well as many seminars on a
variety of business and personal planning issues.
Business owners receive my help in preparing for new business start ups, consulting and coaching on better
management, cash flow improvement, getting debt free, personal wealth creation, estate planning, marketing and tax
reduction strategies.
In addition to being a CPA, I also do business valuations as a Certified Valuation Analyst
(CVA). Understanding business valuation, I am able to help you with wealth creation and the building of
successful enterprises.
I am also a Certified Financial Planner (CFP). My clients benefit from my ability to tie
business results to personal goals. Their businesses create wealth and our financial planning enables us to protect
that wealth and grow it.
I am also an attorney in Colorado helping clients with proper entity selection for a new
business, formation of corporations, limited liability companies, partnerships, and trusts as needed. In addition,
I provide consulting on business law matters and estate planning.
My offices are located in Farmington, NM and Durango, CO as well as online at www.my-small-business-mentor.com where you will find many useful
resources and more information on how I can help you build a more successful business.
I advise clients located through the United States, through personal meetings, telephone, email, and web based
services.
Steven Schlagel
Steven D. Schlagel, CPA, PC
4001 North Butler, Suite 3102
Farmington, NM 87401
(505) 516-1777 – Farmington, NM
(970) 828-7272 – Durango, CO
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