First Steps Financial

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Princeton, NJ
First Steps Financial

First Steps Financial is a dedicated team of Accountants and Advanced QBO Proadvisors. Our mission We are a growing small business accounting solutions provider.

We offer all of the daily support needed for small companies in order for owners and managers to focus on the heart of their business. We strive to handle the finances of our clients in the same timely and conservative manner as we would our own. We are committed to maintaining communication and tailored services according to each unique client. We specialize in QuickBooks Online. We are Certified ProAdvisors.

10/08/2026

𝗪𝗲𝗯𝗶𝗻𝗮𝗿 𝗔𝗹𝗲𝗿𝘁!

𝗘𝗺𝗽𝗹𝗼𝘆𝗲𝗲𝘀 𝘃𝘀. 𝗜𝗻𝗱𝗲𝗽𝗲𝗻𝗱𝗲𝗻𝘁 𝗖𝗼𝗻𝘁𝗿𝗮𝗰𝘁𝗼𝗿𝘀 - 𝗔𝗿𝗲 𝘆𝗼𝘂 𝗰𝗹𝗮𝘀𝘀𝗶𝗳𝘆𝗶𝗻𝗴 𝘆𝗼𝘂𝗿 𝘄𝗼𝗿𝗸𝗳𝗼𝗿𝗰𝗲 𝗰𝗼𝗿𝗿𝗲𝗰𝘁𝗹𝘆?

Join IBA for our new "𝗟𝗲𝗮𝗿𝗻𝗶𝗻𝗴 𝗙𝗿𝗼𝗺 𝗬𝗼𝘂𝗿 𝗣𝗲𝗲𝗿𝘀" webinar series!

This series brings you real-world insights, strategies, and lessons learned directly from successful small business owners and solopreneurs.

Details👇

Topic: 𝗘𝗺𝗽𝗹𝗼𝘆𝗲𝗲𝘀 𝘃𝘀. 𝗜𝗻𝗱𝗲𝗽𝗲𝗻𝗱𝗲𝗻𝘁 𝗖𝗼𝗻𝘁𝗿𝗮𝗰𝘁𝗼𝗿𝘀 – 𝗜𝗺𝗽𝗼𝗿𝘁𝗮𝗻𝘁 𝗗𝗶𝗳𝗳𝗲𝗿𝗲𝗻𝗰𝗲𝘀
𝗛𝗼𝘀𝘁𝗲𝗱 𝗯𝘆 𝗝𝗮𝘀𝗼𝗻 𝗠𝗲𝘆𝗲𝗿 & 𝗔𝗹𝗶𝘀𝗮 𝗠𝗰𝗖𝗮𝗯𝗲
Date: 𝗙𝗿𝗶𝗱𝗮𝘆, 𝗢𝗰𝘁𝗼𝗯𝗲𝗿 𝟮𝟯, 𝟮𝟬𝟮𝟲
Time: 𝟭𝟮 𝗣𝗠 – 𝟭 𝗣𝗠 𝗘𝗗𝗧

What You’ll Learn

✅Key legal and operational distinctions between employees and contractors.
✅How to avoid common classification and compliance pitfalls.
✅Practical advice on structuring your workforce for growth and flexibility.

📢𝗕𝗼𝗻𝘂𝘀: Registering for this session automatically signs you up for the entire series, giving you ongoing access to peer-led business expertise!

🔗 Register Now 👉https://us02web.zoom.us/webinar/register/WN_VVWFiIDVTSiGcGb9rO7jyQ

10/08/2026

Seeing Christmas decor in stores has us thinking about how important it is to plan ahead of time on your taxes.

Tax planning is one of the most important parts of financial planning and can help you save money! Quick tip for you in this video!

10/07/2026

𝗨𝗻𝘀𝗲𝗲𝗻 𝗰𝗼𝗺𝗺𝘂𝗻𝗶𝗰𝗮𝘁𝗶𝗼𝗻 𝗯𝗿𝗲𝗮𝗸𝗱𝗼𝘄𝗻𝘀 𝗯𝗲𝘁𝘄𝗲𝗲𝗻 𝘆𝗼𝘂𝗿 𝗖𝗢𝗢 𝗮𝗻𝗱 𝗔𝗰𝗰𝗼𝘂𝗻𝘁𝗶𝗻𝗴 𝗮𝗿𝗲 𝗹𝗶𝗸𝗲𝗹𝘆 𝗰𝗼𝘀𝘁𝗶𝗻𝗴 𝘆𝗼𝘂𝗿 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗯𝗶𝗴 𝗺𝗼𝗻𝗲𝘆. From delayed monthly closes to shadow spreadsheets and bypasses around financial controls, these common friction points usually don't look like a broken relationship, they look like "busy months" or "tough quarters."

If your operational team and finance department aren't truly synced, you are paying for expensive rework and making critical business decisions with stale data.

Read part 3 of our 5-part series to identify the 5 structural warning signs in your business and learn how to fix them before they compound 👉 https://www.firststepsfinancial.com/five-warning-signs-your-coo-and-accounting-arent-talking

10/06/2026

𝗦𝗔𝗩𝗘 𝗧𝗛𝗘 𝗗𝗔𝗧𝗘: 𝗪𝗲𝗯𝗶𝗻𝗮𝗿 𝗔𝗹𝗲𝗿𝘁!

𝗦𝗺𝗮𝗿𝘁 𝗧𝗮𝘅 𝗣𝗹𝗮𝗻𝗻𝗶𝗻𝗴: 𝗛𝗼𝘄 𝘁𝗼 𝗣𝗿𝗲𝗽 𝗬𝗼𝘂𝗿 𝗕𝗼𝗼𝗸𝘀 𝗮𝗻𝗱 𝗣𝗮𝗿𝘁𝗻𝗲𝗿 𝘄𝗶𝘁𝗵 𝗬𝗼𝘂𝗿 𝗖𝗣𝗔

Ready for your most strategic year-end tax planning ever? Learn what documents to gather and what questions to ask!

𝗢𝗰𝘁𝗼𝗯𝗲𝗿, 𝟭𝟱, 𝟮𝟬𝟮𝟲 @𝟭 𝗣𝗠 𝗘𝗦𝗧

Join us for a free “Tax Planning” webinar this October. This free mini online workshop will equip you to make your next CPA meeting a powerhouse of clarity, savings, and growth potential.

Key aspects we’ll cover:

✨ How to Ensure Your Books Are Up to Date
📊 Reviewing What Changed This Year
🧾 Documents Required for Deductions
💸 Cash Flow for Year-End Moves
❓ Smart Questions to Ask

Book your spot here: https://us02web.zoom.us/webinar/register/WN_5zuUP8H8TJCdm7K2OUrKCw

10/05/2026

𝗧𝗵𝗲 #𝟭 𝗵𝗮𝗯𝗶𝘁 𝗼𝗳 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹𝗹𝘆 𝗵𝗲𝗮𝗹𝘁𝗵𝘆 𝘀𝗺𝗮𝗹𝗹 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀𝗲𝘀? 𝗠𝗼𝗻𝘁𝗵𝗹𝘆 𝗿𝗲𝗰𝗼𝗻𝗰𝗶𝗹𝗶𝗮𝘁𝗶𝗼𝗻𝘀. 💳✨

Waiting until tax season to match your bank statements against your books is a recipe for surprise expenses and missing receipts. Make it a monthly routine:

✅Match every transaction to bank and credit card statements.
✅Catch fraudulent charges or billing errors before it’s too late.
✅Keep your cash flow projections accurate in real time.

Set aside 30 minutes at the end of every month. Your future self (and your accountant) will thank you!

10/04/2026

Cheers to another fantastic year with Chelsea at the helm! Today marks Chelsea’s Workiversary, and we couldn’t be prouder to celebrate our outstanding Team Manager.

Chelsea, your passion and commitment drive our team forward and inspire us all to reach new heights. Thank you for making every day brighter and for always leading by example!

Join us in congratulating Chelsea on her Workiversary! Share your favorite memory, accomplishment, or words of appreciation in the comments—let’s let Chelsea know how much she means to

09/30/2026

𝗔𝗿𝗲 𝘆𝗼𝘂𝗿 𝗢𝗽𝗲𝗿𝗮𝘁𝗶𝗼𝗻𝘀 𝗮𝗻𝗱 𝗔𝗰𝗰𝗼𝘂𝗻𝘁𝗶𝗻𝗴 𝘁𝗲𝗮𝗺𝘀 𝘄𝗼𝗿𝗸𝗶𝗻𝗴 𝗳𝗿𝗼𝗺 𝘁𝗵𝗲 𝘀𝗮𝗺𝗲 𝗽𝗹𝗮𝘆𝗯𝗼𝗼𝗸, 𝗼𝗿 𝗮𝗿𝗲 𝗼𝘂𝘁𝗱𝗮𝘁𝗲𝗱 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗿𝗲𝗽𝗼𝗿𝘁𝘀 𝗾𝘂𝗶𝗲𝘁𝗹𝘆 𝗰𝗼𝘀𝘁𝗶𝗻𝗴 𝘆𝗼𝘂 𝗺𝗶𝗹𝗹𝗶𝗼𝗻𝘀?

In Part 2 of our series, we unpack what a truly growth-focused COO-Accounting relationship looks like in action, from fixing cadence mismatches to preventing multi-million dollar operational blind spots. If you want to turn reactive accounting into a proactive strategic engine, this quick read gives you 5 checks to run in your business today.

Read the full article to transform your operations 👉https://www.firststepsfinancial.com/what-a-growth-focused-coo-accounting-relationship-looks-like

09/30/2026

Happy ! 🎧🎙️

Whether you're listening while commuting, doing chores, or relaxing at home, there's nothing quite like discovering a new show that gets you hooked from episode one — what’s on repeat in your headphones right now?

Drop a link to your favorite podcast in the comments below... and let’s build the ultimate playlist together! 👇✨

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Princeton, NJ
08542

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http://firststepsfinancial.com/

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10/08/2026

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