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.

09/02/2026

If you run a service business, realization rate and utilization rate are two numbers you cannot afford to ignore. Together, they reveal exactly where your revenue is being won or lost.

Strong FP&A starts with understanding the metrics that actually drive your business forward. Read our latest article to learn how these two rates work and what they mean for your bottom line. 👉 https://www.firststepsfinancial.com/accounts-receivable-aging-benchmarks-for-service-businesses

09/01/2026

𝗪𝗲𝗯𝗶𝗻𝗮𝗿 𝗔𝗹𝗲𝗿𝘁! 𝗕𝗼𝗼𝗸 𝗬𝗼𝘂𝗿 𝗦𝗽𝗼𝘁

𝗦𝗲𝗽𝘁𝗲𝗺𝗯𝗲𝗿, 𝟭𝟳, 𝟮𝟬𝟮𝟲 @𝟭 𝗣𝗠 𝗘𝗦𝗧

Selling Your Main Street Business: 𝗪𝗵𝗮𝘁 𝗢𝘄𝗻𝗲𝗿𝘀 𝗡𝗲𝗲𝗱 𝘁𝗼 𝗞𝗻𝗼𝘄 𝗕𝗲𝗳𝗼𝗿𝗲, 𝗗𝘂𝗿𝗶𝗻𝗴 𝗮𝗻𝗱 𝗔𝗳𝘁𝗲𝗿 𝘁𝗵𝗲 𝗗𝗲𝗮𝗹

Thinking about selling your business someday? The #1 reason deals fall apart isn't price; it’s owner dependency.

Join 𝗔𝗹𝗶𝘀𝗮 𝗠𝗰𝗖𝗮𝗯𝗲 and 𝗠&𝗔 𝗔𝗱𝘃𝗶𝘀𝗼𝗿 𝗠𝗶𝗰𝗵𝗲𝗹𝗹𝗲 𝗣𝗮𝗿𝗶𝘀𝗶 for a candid conversation on what makes a small business sellable and how to find the right buyer.

In this conversation, we answer:

✨ 𝗪𝗵𝗮𝘁 𝗶𝘀 𝗺𝘆 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝘄𝗼𝗿𝘁𝗵 𝗮𝗻𝗱 𝗵𝗼𝘄 𝗶𝘀 𝗮 𝘀𝗺𝗮𝗹𝗹 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝘃𝗮𝗹𝘂𝗲𝗱?

✨ 𝗛𝗼𝘄 𝗮𝗿𝗲 𝘀𝗺𝗮𝗹𝗹 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗱𝗲𝗮𝗹𝘀 𝗳𝗶𝗻𝗮𝗻𝗰𝗲𝗱?

✨ 𝗪𝗵𝗮𝘁 𝘄𝗶𝗹𝗹 𝗜 𝗮𝗰𝘁𝘂𝗮𝗹𝗹𝘆 𝘄𝗮𝗹𝗸 𝗮𝘄𝗮𝘆 𝘄𝗶𝘁𝗵?

And much more!

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

08/31/2026

We’re thrilled to announce that First Steps Financial is the official Title Sponsor for this year’s Open Space networking event where you will meet local business professionals /owners and solve real business challenges together!

📢Wednesday, September 9, 2026
🕗8:00 AM - 10:30 AM (EDT)
📍1600 American Boulevard, Pennington, NJ

Bring a business challenge, an idea, or a topic you're passionate about. Join the conversations that interest you most, and move freely between discussions throughout the event.

◾Find new partners, and referral avenues
◾Learn what's working from other local business owners.
◾Get advice on your biggest business challenge.
◾Share your expertise and build your reputation.
◾Leave with ideas you can implement immediately.

Register here: https://business.princetonmercerchamber.org/events-calendar/Details/independent-business-alliance-open-space-breakfast-1875545?sourceTypeId=Hub

08/28/2026

HAPPY 13TH WORKIVERSARY TO OUR CHIEF RESOURCE OFFICER, JODI!

Thirteen years of vision, leadership, and unshakeable dedication! Today, we are so excited to celebrate Jodi and her incredible milestone with our team.

As Chief Resource Officer, Jodi is the driving force behind the systems, strategies, and support that allow our company to thrive. Over the past 13 years, her wisdom, guidance, and commitment to our culture have been invaluable. She doesn't just manage resources—she empowers our people to succeed every single day.

Jodi, thank you for 13 years of exceptional leadership and for being such a cornerstone of this company. Here’s to celebrating you and all that’s yet to come! 🥂🍾

Please join us in sending Jodi some major congratulations in the comments below! 👇✨

08/27/2026

Understanding the lifetime value (LTV) of a customer is key to smart business growth. LTV represents the total revenue a customer is expected to generate during their relationship with your business. Why is this important? Because retaining customers is much more cost-effective than acquiring new ones. By focusing on LTV, you can develop strategies that keep customers coming back, boosting your long-term profitability.

08/26/2026

Your chart of accounts is more than a list of categories. For contracting businesses, it is the financial structure that makes job costing, retainage tracking, and project profitability possible.

Not sure if yours is set up for how your business actually runs?

Our latest article breaks down exactly what a contractor COA should include. Read it here 👉 https://www.firststepsfinancial.com/chart-of-accounts-for-a-contracting-business

08/25/2026

The Independent Business Alliance (IBA) of Princeton Mercer Regional Chamber is excited to have a first ever OPEN Conference- what is that you say??? Take 5 minutes while Rich McLaughlin and I talk about what this concept is and how it can benefit small businesses. Registration link- https://business.princetonmercerchamber.org/chamber-events/Details/independent-business-alliance-open-space-breakfast-1875545?sourceTypeId=Hub

08/24/2026

If you run a contracting business, your chart of accounts is the backbone of your financial records, and setting it up correctly from the start saves you a lot of headaches down the road.

A well-structured chart of accounts for contractors typically includes:

◾Income: Contract revenue, change orders, and retention receivables.
◾Cost of Goods Sold: Labor, materials, subcontractors, and equipment.
◾Operating Expenses: Insurance, vehicle costs, permits, and admin overhead.
◾Assets & Liabilities: Equipment, loans, and accounts payable.

The more detailed your chart of accounts, the easier it is to track job profitability, manage cash flow, and stay audit-ready.

Address

Princeton, NJ
08542

Website

http://firststepsfinancial.com/

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