Our Core Values
Be Innovative
Be a Team Player
Be Kind
Take Ownership
Our Mission
Collaborating with entrepreneurs to create success, as they define it, and solve issues together
Let Us Tell You More
First Steps Financial is a non-traditional and fully remote accounting firm. Our services encompass full-cycle bookkeeping through VCFO consulting. Our vision is to make small businesses better through collaboration, care, and innovation. We partner with entrepreneurs to create success, as they define it, and solve issues together.
At First Steps Financial, we believe in going beyond expectations to enrich the lives of our clients and our employees.
The best way to have happy clients is to have a happy team! To have a happy team, we know we must communicate with team members often and proactively, show them we care deeply, and think outside the box to achieve innovation and kindness in a remote work environment.
We are flexible regarding personal time taken during the workday, with the understanding that each team member meets client deadlines, attends client-requested meetings, and exhibits a strong work ethic and dedication to their colleagues.
First Steps Financial offers competitive compensation based on industry standards, with regular evaluations of pay level to ensure employee productivity and increased responsibility are acknowledged. Benefits for full-time employees include 401K, profit sharing, paid sick days, and more.
Current Opportunities
Accounting Support L1
What will you do?
- Work with another team member on all clients
- Assist L2/Controller with their client workload while learning the nuances of this client
- Have minimal interaction with clients, but be blind copied on emails to learn our communication style and level of service we provide to clients
- Be QBO Certified
Our ideal candidate will possess the following knowledge:
- 2+ years of QuickBooks Online experience
- 2+ years of accounts payable/accounts receivable experience
- 2+ years of payroll processing experience
- Invoice preparation and disbursement
- Preparation and recording of journal entries within QuickBooks
Controller
What will you do?
- Work independently on client accounts
- Have frequent contact with the client, with support from the Accounting Manager and the rest of the team as needed
- Provide mentoring to L1/2 on clients they are familiar with and could be passing on to L1/2
- Identify issues/opportunities with clients and offer clients additional services with FSF
- Be QBO Advanced Certified
Our ideal candidate will possess the following knowledge:
- 4+ years of QuickBooks Online experience
- 4+ years experience as a senior-level accounting or finance manager
- Bachelor’s degree in business, accounting, or related field
- Strong working knowledge of detailed financial data analysis
- Proven payroll experience, with a focus on streamlining accounting processes
- Exemplary history of financial project management
Financial Planning & Analysis Specialist
What will you do?
- Meet monthly or quarterly with clients
- Review month-end close and provide feedback
- Provide reporting and insight into the financials, as well as presenting budgets, cash flow forecasting and data analysis to clients
- Collaborate with clients on strategic plans and communicate changes to the L1/2 Accounting Support
- Be QBO Advanced Certified
Our ideal candidate will possess the following knowledge:
- 8+ years of QuickBooks Online experience
- 8+ years experience in a senior management role
- Masters degree in Accounting, Finance or Business
- Up-to-date knowledge of current financial and accounting rules, regulations, and computer applications
Accounting Supervisor
What will you do?
- Communicates with CEO on issues with team and clients and provides solutions
- Provides weekly updates on team capacity, budget actuals
- Establish and enforce proper accounting methods, policies and principles
- Improve systems and procedures and initiate corrective actions
- Assign projects and direct staff to ensure compliance and accuracy
- Manage and supervise accounting department employees; responsible for day-to-day supervision, coaching, training and leadership
- Be part of the leadership team and success of the company
Our ideal candidate will possess the following knowledge:
- 4+ years of QuickBooks Online experience
- 4+ years experience as a senior-level accounting or finance manager
- Bachelor’s degree in business, accounting, or related field
- Certified Public Accountant (CPA) license preferred, inactive or active
- Excellent written and verbal communication skills
- Advanced knowledge of bookkeeping and accounting best practices, laws, standards, and state/national regulations
- Pays strict attention to detail
- Ability to manage employees, while multi-tasking large projects
Ready to Apply?
Our Interview Process
We take time in the interview process to not only make sure we communicate the job expectations, but also to make sure the candidate is a right fit for our company culture.
Fill out the form below to apply for one of our current opportunities.
