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Mark Stewart

Mark Stewart

Mark Stewart

Expertise

Business tax accounting, Business financial strategy, Business management, Financial media and marketing

Currently

In-house CPA

Education

Master of Business Administration (MBA), ESADE Ph.D., Harvard Business School

Mark Stewart is the in-house Certified Public Accountant for Step By Step Business and an accomplished author and financial media specialist.

Education

Mark earned his Master of Business Administration (MBA) from ESADE and his Ph.D from Harvard Business School and has been a CPA for over 30 years.

Experience

Mark is a certified public accountant (CPA) with over 20 years of experience in business tax accounting, and strategic financial planning. He has served in management and advisory roles for domestic and international companies, building financial plans designed to support rapid growth strategies. He is also an expert in financial media and marketing.

He began his career in financial media as a personal finance editor at Investopedia. He then became a Senior Editor and Senior Producer at Investopedia, overseeing all live-action video content, including branded video series, educational content, and sit-down profiles of the biggest names in business, tech, and finance. In 2017, his video work won the Gramercy Institute Financial Content Marketing Awards.

Mark held leadership roles in financial media sales as SVP Sales at Seeking Alpha, Executive Director at The Wall Street Digital, and Sales Director at MarketWatch.

Mark sits on the Executive Board of Directors for the Financial Communications Society.

In his current role with Step By Step Business, a company focused on helping aspiring entrepreneurs, he has been entrusted with developing compliance programs and quality control policies to ensure the highest level of quality in both the customer and employee experience.

Recent articles

How to Manage Multiple Financial Goals at Once

How to Manage Multiple Financial Goals at Once

Mark Stewart

Published on December 31, 2025

Keeping up with several financial goals at the same time can feel like juggling too many things at once. Saving for a home, paying down credit cards ...

Successful Ways to Grow your Legal Firm

Successful Ways to Grow your Legal Firm

Mark Stewart

Published on December 15, 2025

Do you feel as though your legal firm has way more room for growth? If so, then now is the time for you to try to do something about that. If youdon ...

Brett Boerman’s Insights on Efficient Small Business Bookkeeping

Brett Boerman’s Insights on Efficient Small Business Bookkeeping

Mark Stewart

Published on April 1, 2024

In this interview, we sit down with Brett Boerman, the owner & head bookkeeper of Digit Lime Bookkeeping, a company helping small businessesmana ...

Financial Management Tips for Small Businesses with Isa Lindao

Financial Management Tips for Small Businesses with Isa Lindao

Mark Stewart

Published on March 27, 2024

Welcome to an interview with Isa Lindao, CEO of Pro Bookkeeping Solutions! Isa shares her journey of founding and leading a successful bookkeepingse ...

Travis Forman: Strategic Wealth Management Tips for Entrepreneurs

Travis Forman: Strategic Wealth Management Tips for Entrepreneurs

Mark Stewart

Published on March 19, 2024

Innovative, pioneering, and client-centric — these are the hallmarks of Travis Forman‘s illustrious career in wealth management. As theportf ...

Stephanie Kochis’ Tips for Efficient Bookkeeping

Stephanie Kochis’ Tips for Efficient Bookkeeping

Mark Stewart

Published on February 2, 2024

Join us in a conversation with Stephanie Kochis, the owner of Savvy Steward Financial Services. Stephanie stands at the forefront of transformingboo ...

Small Business Finance Tips from CEO Thomas Carton

Small Business Finance Tips from CEO Thomas Carton

Mark Stewart

Published on January 12, 2024

Today, we sat down with Thomas Carton, the CEO of Vertices, a firm specializing in accounting, tax, and business financial strategy. With a strongco ...

10 Best Small Business Loans for Startups

10 Best Small Business Loans for Startups

Mark Stewart

Published on October 30, 2023

Surprisingly, 50% of small businesses encounter financial hurdles in their first five years. Finding the right loan can be a lifeline, steering your ...

A Step-by-Step Guide to Starting a Mortgage Brokerage

A Step-by-Step Guide to Starting a Mortgage Brokerage

Mark Stewart

Published on May 27, 2022

These are the critical aspects you should evaluate when launching your mortgagebrokerage: Licenses and certifications — Get the necessarymort ...