First Steps Financial is passionate about businesses creating success. We help our clients create wealth and success, as they define it. We believe all business owners can be successful with the right tools.
First Steps Financial is a team of Accountants and Advanced ProAdvisors. Our mission is to create a path to success by simplifying processes, organizing financials and gaining insight utilizing technology and strategy.
We are accounting engineers! Our team has internal controls and processes in place to create optimal workflow efficiency.
Customize our services to suit your needs.
First Steps Financial offers invoicing, paying bills, accounts receivable and light collections, plus much more. All built to integrate with your business and structure. Already have a bookkeeper? No problem, bring in our controller for oversight and advanced knowledge of accounting and QuickBooks.
We provide you with the “Pulse of your business”: First Steps Financial provides monthly reports designed with your goals in mind, A company scorecard, business reports customized for you and in a language YOU understand.
We are FRAUD deterrent: Fraud happens when there aren’t guidelines and layers of oversight. Your First Steps Financial personal accounting team has processes in place to deter fraud and identify it quickly!
Financial Controller 100%
Financial Manager 100%
Alisa has added tremendous value to my business by allowing me to focus on work and expand my client base. Her strategy and attention to detail make her a critical partner for small business owners.
Quick books experts will add a level of organization to your small business that can save you thousands!
If you own your own business, Your Focus should always be on improving sales and customer service, not paying the bills or balancing the checkbook. Let the experts at First Steps Financial do the back office work and let you do what you do best!
Alisa and her team at First Steps Financial are true pros. They do an incredible job managing our back office accounting work. I recommend them highly.