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 &
Internal Controls &
Manage Sales & Payroll Tax Reporting
Cash Flow Management & Budgeting
Streamlining Your Back Office Using The Most Current Apps
Strategic Consulting = Problems Solved + Profitable Solutions
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:
Schedule a consultation today to learn more about our proven process.
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!
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!!
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.