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.

10/22/2026

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

10/22/2026

Planning is essential, but adaptability is the real game-changer. A successful business isn’t built on a rigid plan—it thrives on a strategy that evolves with change. Your business plan should be a living document, one that grows with market shifts, new opportunities, and unexpected challenges. Stay proactive, revisit your goals often, and be ready to pivot when needed. The best businesses don’t just follow a plan—they build one that works for them.

10/21/2026

As your business grows from $2M to $15M, inefficiencies can hide inside rising revenue until they start cutting into margin and capacity. A strong COO-Accounting relationship can help connect financial insight with operational reality, uncover hidden costs, and support smarter growth decisions.

𝗪𝗵𝗮𝘁 𝗶𝘀 𝘆𝗼𝘂𝗿 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗽𝗮𝘆𝗶𝗻𝗴 𝗳𝗼𝗿 𝗯𝗲𝗰𝗮𝘂𝘀𝗲 𝗶𝗻𝗳𝗼𝗿𝗺𝗮𝘁𝗶𝗼𝗻 𝗶𝘀 𝗻𝗼𝘁 𝗿𝗲𝗮𝗰𝗵𝗶𝗻𝗴 𝘁𝗵𝗲 𝗿𝗶𝗴𝗵𝘁 𝗽𝗲𝗼𝗽𝗹𝗲 𝗮𝘁 𝘁𝗵𝗲 𝗿𝗶𝗴𝗵𝘁 𝘁𝗶𝗺𝗲?

In the last installment of our 5-part series, we uncover the hidden costs and practical ways to scale effectively and strategically.

Read the full article here 👉 https://www.firststepsfinancial.com/growth-impacts-why-this-relationship-breaks-down-at-2m-to-15m-and-what-it-costs-you

10/20/2026

𝗪𝗲𝗯𝗶𝗻𝗮𝗿 𝗔𝗹𝗲𝗿𝘁!

The biggest financial return from AI doesn't come from tech. It comes from the human relationships it frees you up to build.

Join us for our next First Steps Financial Foundations session: "The Surprise ROI from AI"

We’re skipping the tech jargon and looking straight at the balance sheet:

◾Why client retention beats acquisition 5-to-1 (and how to stop the "leaky bucket").
◾The simple formulas to calculate your Client Lifetime Value (LTV) and Net Revenue Retention (NRR).
◾A realistic blueprint to turn 5 reclaimed administrative hours into compounding gross margin.

High-tech in the back office. High touch in the front office.

🗓️ Date: November 19, 2026
⏰ Time: 1PM EST

👉 Book your free seat here: https://us02web.zoom.us/webinar/register/WN_5zuUP8H8TJCdm7K2OUrKCw

10/19/2026

𝗪𝗵𝗲𝗻 𝘄𝗮𝘀 𝘁𝗵𝗲 𝗹𝗮𝘀𝘁 𝘁𝗶𝗺𝗲 𝘆𝗼𝘂 𝗮𝗰𝘁𝘂𝗮𝗹𝗹𝘆 𝗹𝗼𝗼𝗸𝗲𝗱 𝗮𝘁 𝘆𝗼𝘂𝗿 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗽𝗹𝗮𝗻? 📋

It’s easy to view a business plan as a one-and-done document for getting a loan. In reality, it’s your living blueprint as a CEO. A strong plan organizes your core vision, target audience, marketing strategy, and financial goals into one actionable roadmap.

If it’s been more than 6 months since you updated yours, it’s time for a refresh.

Set aside 30 minutes this week to align your current strategy with your end goals. 𝗬𝗼𝘂𝗿 𝗳𝘂𝘁𝘂𝗿𝗲 𝘀𝗲𝗹𝗳 𝘄𝗶𝗹𝗹 𝘁𝗵𝗮𝗻𝗸 𝘆𝗼𝘂!

10/16/2026

Happy to the person who keeps our team inspired, supported, and on track every day! 🌟

Thank you, Alisa, for your constant leadership, guidance, and for always advocating for us. We’re so grateful for everything you do!

10/14/2026

𝗜𝘀 𝘆𝗼𝘂𝗿 𝗖𝗢𝗢 𝗴𝗲𝘁𝘁𝗶𝗻𝗴 𝘁𝗵𝗲 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗶𝗻𝗳𝗼𝗿𝗺𝗮𝘁𝗶𝗼𝗻 𝘁𝗵𝗲𝘆 𝗻𝗲𝗲𝗱 𝘄𝗵𝗲𝗻 𝗱𝗲𝗰𝗶𝘀𝗶𝗼𝗻𝘀 𝗮𝗿𝗲 𝗯𝗲𝗶𝗻𝗴 𝗺𝗮𝗱𝗲, 𝗼𝗿 𝗮𝗿𝗲 𝗼𝘂𝘁𝗱𝗮𝘁𝗲𝗱 𝗽𝗿𝗼𝗰𝗲𝘀𝘀𝗲𝘀 𝗰𝗿𝗲𝗮𝘁𝗶𝗻𝗴 𝗰𝗼𝘀𝘁𝗹𝘆 𝗯𝗹𝗶𝗻𝗱 𝘀𝗽𝗼𝘁𝘀?

In Part 4 of our series, we break down how to build a stronger COO-Accounting relationship through predictable communication, shared definitions, better visibility, and clear decision-making. If you want to stop reactive information flow and give both teams the structure they need to work together, this article offers practical steps you can start using today.

Read the full article to build a stronger COO-Accounting relationship. https://www.firststepsfinancial.com/fixing-it-how-to-build-the-coo-accounting-relationship-your-business-is-missing

10/13/2026

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

Address

Princeton, NJ
08542

Website

http://firststepsfinancial.com/

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10/22/2026

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10/21/2026

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10/19/2026

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