First Steps Financial

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Description

  • We strive to provide an environment for our clients in which they can fully explore their talents and grow their business while utilizing ours. Our team, with their varied backgrounds, provides an array of value to the client. We are all Quick Books Pro Advisors, which means we have been trained extensively about Quick Books and have passed exams in order to receive certification. The whole team has experience in the accounting field and understands how to integrate their knowledge of maintaining daily financials while utilizing Quick Books to its fullest extent. Our process starts with organizing the financials. If the basis for decisions is not accurate, then decisions will not be well grounded. The next mission is to find the story in the financials. We analyze the data and find out where the company has been and where they endeavor to go. We interview our clients to find out the objectives for their company and where they see themselves in that future. We present the financials in user-friendly documents and language. We treat their business as our own and find the most beneficial resources for them from our expansive referral network to assist them in achieving their goals. We always maintain a standard of looking out for their best interests and providing them with quality people and services.
  • location

    Headquarters:174 Nassau Street Suite 260, Princeton, New Jersey, United States

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  • First Steps Financial phone

    Phone Number: +1 609-252-0045

  • First Steps Financial website

    Website: https://www.firststepsfinancial.com

  • First Steps Financial employees

    Employees:7

  • First Steps Financial revenue

    Revenue:$1 - 10M

  • First Steps Financial legal name

    Legal Name:First Steps Financial

  • First Steps Financial's Social Media

    First Steps Financial linkedin First Steps Financial facebook
  • done Is this data correct?
  • |  NAICS Code: 541211  |

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Person level website identification

Chief Financial Officer Services Consultant for First Steps Financial

Michele Silvey

Chief Financial Officer Services Consultant

Person level website visitor identification

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View Employees

Michele Silvey

Chief Financial Officer Services Consultant

Alisa Mccabe

Owner

Diane Roberts

Financial Manager

Jodi James

Financial Manager

Caroline Oakley

Finance Manager

Frequently Asked Questions regarding First Steps Financial

  • Where are First Steps Financial's Headquarters?

    First Steps Financial's Headquarters are in 174 Nassau Street Suite 260,Princeton,New Jersey,United States

  • What is First Steps Financial's phone number?

    First Steps Financial's phone number is +1 609-252-0045

  • What is First Steps Financial's official website?

    First Steps Financial's official website is https://www.firststepsfinancial.com

  • What is First Steps Financial's Revenue?

    First Steps Financial's revenue is $1 - 10M

  • What is First Steps Financial's NAICS code?

    First Steps Financial's NAICS code is 541211

  • How many employees are working in First Steps Financial

    First Steps Financial has 7 employees

  • What is First Steps Financial's Industry?

    First Steps Financial is in the industry of Accounting

  • Who is First Steps Financial's Chief Financial Officer Services Consultant?

    First Steps Financial's Chief Financial Officer Services Consultant is Michele Silvey

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