Want to create a successful business?

Call First Steps Financial, we know how!

(609) 759-5881

WHY US

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.

WE ARE EXPERTS

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 HELP BUSINESSES SUCCEED

We are accounting engineers! Our team has internal controls and processes in place to create optimal workflow efficiency.

NEED A TEAM

Customize our services to suit your needs.

Do YOU Need An Outsourced Accounting Team?

  • Are your financials in a few different places?
    • Including your head?
  • Do you find bookkeeping is the last task on your list and only gets done when needed?
  • Is only one person in charge of paying bills and banking?
  • Do you want more control and information from your financials?
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YOUR OUTSOURCED ACCOUNTING TEAM

  • Alisa

    Alisa

    Managing Director

  • Annie

    Annie

    Finance Manager

  • Caroline

    Caroline

    Finance Manager

  • Danielle

    Danielle

    Executive Assistant

  • Diane

    Diane

    Finance Manager

  • Jodi

    Jodi

    Bookkeeping Specialist

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!

AREAS OF EXPERTISE

  • Bookkeeper 100%

  • Financial Controller 100%

  • Financial Manager 100%

Kindness Is Free

What We Do

Accounts Payable & Accounts Receivable

Internal Controls & Document Processes

Manage Sales & Payroll Tax Reporting

Cash Flow Management & Budgeting

Streamlining You Back Office Using The Most Current Apps

Strategic Consulting = Problems Solves + Profitable Solutions

Our Mission

What our clients are saying...

QuickBooks Certified ProAdvisor - QuickBooks Online Certification
Hubdoc Bronze Partner
 

Contact Us