We LOVE What We Do!
We have continuing education to increase our expertise in accounting, excel, QuickBooks and other apps that help us make your business work smarter.
We have years of experience with small business, accounting and QuickBooks.We are Certified QuickBooks ProAdvisors.
Do YOU Need A Personal Accounting Team? Scroll down for more information.
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%
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.
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.
We reconcile bank and credit card statements from the client's institution to their accounting system. No transaction will go unturned!
We review and calculate sales and payroll taxes and record, file and pay appropriate tax agencies.
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.
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.
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.