Join our Team!
We love working with awesome people.

Are you looking to ignite your passion to help people? Do you love to create order from chaos? Are you excited by the opportunity to learn new things? Do you work hard and have a great attitude?  Do you want to work remotely? Would you like to grow with a company that is invested in you? Are you ready to be surprised at how much you love your work?  

Our Core Values:

Collaboration | Attentive | Kindness | Expertise | Innovation

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 CFO 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:

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

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

What will you do?

  • Meet monthly or quarterly with clients
  • Review month-end close and provide feedback for L1/2 Accounting Support
  • 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 
  • CPA designation preferred
  • Up-to-date knowledge of current financial and accounting rules, regulations, and computer applications

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.