Update Your Accounting and Produce Financials You Will Absolutely Love

Simplify Your Process, Organize Your Financials, and Gain Insight into Your Business

Areas of Expertise

We actively listen to your goals and partner with you to achieve them. Leveraging our passion for business accounting, we take all the accounting-related tasks off your plate so you can focus on running your business.

Learn more about our services below.

Accounts Payable & Accounts Receivable

  • Manage accounts receivable      (including light collections)
  • Send out invoices
  • Set up Bill.com/Veem
  • Manage your AP and AR
  • Certified QuickBooks ProAdvisor

  • Advanced certifications      
  • QBO set up, clean up and       maintenance to organize your       financials
  • Training for QuickBooks
  • Manage Sales & Payroll Tax Reporting

  • Run payroll and pay and file      payroll taxes      
  • Work with payroll company to       onboard new hires
  • Assist in managing sales tax       utilizing apps
  • Expertise with most payroll       companies
  • Cash Flow Management & Budgeting

  • Cash management
  • Weekly/monthly cash flow       reporting
  • Annual budgets
  • Quarterly versus actual       budgeted
  • Streamlining Your Back Office Using The Most Current Apps

  • Create and document       efficient workflows
  • Use newest apps for better       workflows
  • QuickBooks Time,       Asana, Zapier, Shopify &       QuickBooks Bridge,       Hubspot, and many more
  • Strategic Consulting = Problems Solved + Profitable Solutions

  • Business health check-up
  • Monthly or quarterly meetings       to keep your bussiness on       track with stratigic plans
  • More Than Your Bookkeeper

    A remote team of accounting nerds who simplify your processes, organize your financials, and provide insight using technology and strategic planning, all to make your business more successful. Think of us as your full-service, outsourced accounting department—your CFO, bookkeeper, and controller, all in one! 

    Why Choose Us?

    We are experts and certified across multiple business platforms. First Steps Financial is a team of accountants and Advanced ProAdvisors who are passionate about helping businesses succeed. We believe all business owners can be successful with the right tools. We help our clients create wealth and success, as they define it. 

    • Are your financials in a few different places (Including in your head?)
    • Is bookkeeping the last task on your list that 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?
    • Do you need help with budget planning?
    • Are you looking to increase your cash flow?
    • Are you trying to streamline processes?
    Let our experience guide you! Schedule a free consultation today to learn more about our proven process.

    Client Portfolio


    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.

    Kathy H. Manager Director - Harris Allied

    Thanks as always for everything, frustrations aside I have never felt alone in plodding through this situation.

    Marge M. PTL Testing

    First Steps has been a lifesaver. We very much appreciate what you do and how you do it.

    Hanan I. Kingston Law Group

    We very much appreciate your help and feel like you are a true member of our team. We have included you on our holiday card, and hope you like it!

    Tara D. TellMed Strategies

    Great job, Jodi, we are lucky to have you on our team.

    Ruth A. Art Omi

    We are absolutely thrilled with our bookkeeping service. It has enabled us to manage or profit and dollars accurately and enabled us to effectively grow our business. The interaction with Anna and Alisa has been personable and enjoyable. We highly recommend First Steps Financial.

    Vicki R. Diamond Legal Search

    Anna & Kelsey are professional, kind, supportive and absolutely perfect.

    Ayesha H. Hamilton Law Firm, P.C.


        Trust the Process.

        First Steps Financial can help you choose the right tools for your company. Our proven process gives you more time back in your day (and less stress!).