Services
We actively listen to your goals and partner with you to achieve them.
Areas of Expertise
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.
For over a decade, First Steps Financial has provided small businesses and nonprofits with reliable, flexible bookkeeping.
Offers tailored solutions, monitors results, and ensures professionalism with clear communication.
Fractional Controller
First Steps Financial has been the trusted partner providing expert services for strategic financial oversight without the cost of a full-time hire.
Why Choose Us?
We bring FP&A (Financial Planning & Analysis) expertise to help you take control of your financial future:

- Gain better insights & control over your financials
- Improve budgeting & forecasting for smarter decisions
- Streamline bookkeeping & bill management to save time
- Boost cash flow with strategic planning
- Integrate seamlessly into your company culture as a hands-on partner
- Drive real business growth
- with data-backed financial strategies
FP&A goes beyond bookkeeping—it’s about
collecting and analyzing data, creating budgets, forecasting trends, and optimizing business performance to help you scale with confidence.
More Than Your Bookkeeper
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!
