WHY US

We LOVE What We Do!

WE ARE EXPERTS

We have continuing education to increase our expertise in accounting, excel, QuickBooks and other apps that help us make your business work smarter.

WE HELP BUSINESSES SUCCEED

We have years of experience with small business, accounting and QuickBooks.We are Certified QuickBooks ProAdvisors.

NEED A TEAM

Do YOU Need A Personal Accounting Team? Scroll down for more information.

Do YOU Need A Personal 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 PERSONAL 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

  • Stacy

    Stacy

    Bookkeeping Specialist

  • Colleen

    Colleen

    Controller

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

Monthly Financial Reporting

Accounts Payable

Is paying bills a painful task? We offer vendor payment services using your preferred payment methods including bank bill pay and bill.com. We have multiple internal controls to protect your information while keeping your expenses organized and paid timely.

Accounts Receivable & Outsourced Billing

Let us help you bring in the money! In addition to entering invoices and tracking deposits, we will provide an accurate and up-to-date list of customers who owe you money. We can also send customers invoices, reminders and notifications of delinquency. We can integrate into your company as your accounts receivable department. Our focus is your financials so you can focus on building your business.

Banking & Credit Card Reconciliation

We reconcile bank and credit card statements from the client's institution to their accounting system. No transaction will go unturned!

Sales & Payroll Tax Reporting

We review and calculate sales and payroll taxes and record, file and pay appropriate tax agencies.

Cash Flow Management & Budgeting

Need help monitoring your cash flow? We provide budgeting tools with a detailed representation of future results, combined with assistance and guidance of real time cashflows to allow businesses to achieve their forecasts and budget goals. We seek to understand our client’s needs in order to help them achieve their goals.

Business Fraud Prevention & Internal Controls

We implement strategies and internal controls to keep our business secure and free of fraud. We continue to build employee awareness and ways to detect fraud. We use the global company, Citrix, to keep our business secure while staying connected with technology. We hold a high standard of learning to stay up to date with our industry.

Our Mission

What our clients are saying...

QuickBooks Certified ProAdvisor - QuickBooks Online Certification
Hubdoc Bronze Partner
 

Contact Us