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.
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!
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.
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.
Thanks as always for everything, frustrations aside I have never felt alone in plodding through this situation.
First Steps has been a lifesaver. We very much appreciate what you do and how you do it.
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!
Great job, Jodi, we are lucky to have you on our team.
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.
Anna & Kelsey are professional, kind, supportive and absolutely perfect.