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  • Our Team
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    • Jun 24
    • Alisa McCabe
    • 0
    Tools and Apps to Streamline Your Internal Processes

    Tools and Apps to Streamline Your Internal Processes

    • Standard
    • Work from Home

    We recently talked about ways to refine your client processes to run your office more efficiently. Now we’ll focus on processes and systems to streamline your workflow with your team.

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    • Jun 17
    • Alisa McCabe
    • 0
    Clubhouse: The New Kid in Town

    Clubhouse: The New Kid in Town

    • Standard
    • Work from Home

    Are you familiar with Clubhouse? This social media platform is still pretty new, but it’s picking up steam. One of the easiest ways to describe Clubhouse: When you were a kid, did you ever hold a glass to a wall to hear the conversation in the next room? Clubhouse is kind of like that, only scaled and organized.

    Read more
    • Jun 10
    • Alisa McCabe
    • 0
    Re-Imagining Your Chart of Accounts

    Re-Imagining Your Chart of Accounts

    • Standard
    • Work from Home

    The chart of accounts is the backbone of your accounting records. It is a list of all of the accounts—bank, loan, asset, revenue, and expense—in your general ledger, which holds all of your accounting transactions.

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    • Jun 04
    • Alisa McCabe
    • 0
    Should Your Team Return to the Office or Keep Working from Home?

    Should Your Team Return to the Office or Keep Working from Home?

    • Standard
    • Work from Home

    Pandemic lesson #589 (too many to count!): We learned we can work virtually. Some employees are thriving in this environment while others can’t wait to get back to the office. If you are trying to decide if you should keep your workforce at home, bring them back, or try a hybrid approach, here are some points to consider to help you maintain culture and productivity…

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    • May 27
    • Alisa McCabe
    • 0
    How We All Figured Out How to Work from Home

    How We All Figured Out How to Work from Home

    • Standard
    • Financing

    You would think a company that has always been remote would have no ‘hiccups’ during the pandemic shutdown. That’s what we thought, too.

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    • May 20
    • Alisa McCabe
    • 0
    Why Internal Controls are Critical for Your Business

    Why Internal Controls are Critical for Your Business

    • Standard
    • Financing

    In accounting, ‘internal control’ is a key term. Internal control is the series of processes and procedures performed within the organization to ensure the integrity and accuracy of the financial information and reporting. Internal control is important to consider to protect the business owners, employees, vendors, investors, and other stakeholders.

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    • May 13
    • Alisa McCabe
    • 0
    5 Steps to Make Your Office More Efficient

    5 Steps to Make Your Office More Efficient

    • Standard
    • Financing

    Are you looking for ways to take the complications out of everyday life in the office? One of the best ways to do this is to refine your processes. Check out these 5 steps to make your office more efficient.

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    • May 06
    • Alisa McCabe
    • 0
    Financing Options for Small Businesses

    Financing Options for Small Businesses

    • Standard
    • Financing

    All small businesses need cash to operate, and there are many ways to generate the required cash. Businesses commonly get started when the owner makes an investment from their savings or other personal cash.

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    • Apr 29
    • Alisa McCabe
    • 0
    How Great Companies Help Employees Find Joy

    How Great Companies Help Employees Find Joy

    • Standard
    • Productivity

    A good company culture is what makes employees stay with a company. Following The 4 G’s, leaders can create a culture in which employees are happier.

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    • Apr 22
    • Alisa McCabe
    • 0
    Case Study: Cash Flow Process Turns Business Around

    Case Study: Cash Flow Process Turns Business Around

    • Standard
    • Productivity

    Check out our latest case study. Creating a process for accounts receivable is the fastest way to eliminate a cash flow problem.

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  • Recent Posts

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  • About First Steps Financial

    Our vision is to make small businesses better through collaboration, care, and innovation.

    We collaborate with entrepreneurs to create success, as they define it, and solve issues together.

    Going beyond expectations to enrich the lives of our clients and employees.

     

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