Need Help Organizing Your Business Financials?

Schedule a Free Consultation with First Steps Financial!

Areas of Expertise

We actively listen to your goals and partner with you to achieve them. We take the accounting tasks off your plate so you can focus on what you do best. We are passionate about the accounting side of your business, so you can focus on your business. Learn more about our services:

Accounts Payable &
Accounts Receivable


QuickBooks Experts

Manage Sales & Payroll Tax Reporting

Cash Flow Management & Budgeting

Streamlining Your Back Office Using The Most Current Apps

Strategic Consulting = Problems Solved + Profitable Solutions

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. 

Customize our services to fit your needs:

  • First Steps Financial offers invoicing, bill paying, accounts receivable and light collections, plus much more. Our services are built to integrate with your business. Already have a bookkeeper? No problem! Bring in our controller for oversight and advanced knowledge of accounting and QuickBooks.
  • We give you the ‘pulse of your business.’ First Steps Financial provides monthly reports designed with your goals in mind. These reports include a company scorecard and business reports customized for you 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!
Schedule a free consultation today to learn more about our proven process.

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?

We are ready to listen and help solve your challenges!


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 Harris Manager Director - Harris Allied

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

Marge PTL Testing

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

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!

TellMed Strategies

There aren't enough words to thank you for your incredible support this year. It has been a year of untangling and cleaning up, and your steadfast support and patience as we moved through the process has been invaluable - Art Omi is so fortunate to have your good services!!

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.

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