Bookkeeping, Accounting, & Virtual CFO​

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.

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



    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!).