Insights

Growth potential Mid-size accounting practice with 10M–25M in revenue and a 11–50 employee base indicates a scalable client profile for outsourced financial planning, FP&A, and consulting services that can expand as client businesses grow.

Tech-enabled services Adoption of QuickBooks Online, MySQL, RSS, Duda, and other tech tools suggests receptivity to digitized, cloud-based accounting and reporting solutions; opportunities exist to upsell automation, integrations, and data analytics offerings.

Strategic advisory Their positioning around strategic insights and tailored financial management signals openness to advisory engagements beyond bookkeeping, including cash flow optimization, budgeting, and growth planning partnerships.

Outbound expansion With a clear emphasis on outsourcing financial tasks for clients who focus on core operations, there is potential to target similar mid-market firms in adjacent industries seeking scalable financial support and process improvement.

Competitive landscape fit Operating in the accounting space with peers of varied scale, First Steps Financial can position as a flexible, hands-on partner for clients of the listed comparables, emphasizing personalized service and faster time-to-value.

First Steps Financial Tech Stack

First Steps Financial uses 8 technology products and services including UserWay, Quickbooks Online, RSS, and more. Explore First Steps Financial's tech stack below.

UserWay

Accessibility

Quickbooks Online

Accounting

RSS

Content Management System

Duda

Content Management System

MySQL

Database

styled-components

Javascript Frameworks

HighLevel

Marketing Automation

Bootstrap

UI Frameworks

First Steps Financial Email Formats	Example	Percentage
First@firststepsfinancial.com	John@firststepsfinancial.com	100%

First Steps Financial Email Formats

Example

Percentage

First@firststepsfinancial.com

John@firststepsfinancial.com

100%

Frequently Asked Questions

What is First Steps Financial's phone number?

You can contact First Steps Financial's main corporate office by phone at

+1-609-759-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is First Steps Financial's official website and social media links?

First Steps Financial's official website is firststepsfinancial.com and has social profiles on LinkedIn.

How much revenue does First Steps Financial generate?

As of August 2026, First Steps Financial's annual revenue is estimated to be $10M - $25M.

What is First Steps Financial's SIC code NAICS code?

First Steps Financial's SIC code is 8721 - Accounting, Auditing, and Bookkeeping Services NAICS code is 5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services.

How many employees does First Steps Financial have currently?

As of August 2026, First Steps Financial has approximately 20 employees across 4 continents, including North AmericaAsiaEurope. Key team members include Founder: E. E. R.Managing Partner: R. M. J.Director: V. D.. Explore First Steps Financial's employee directory with LeadIQ.

What industry does First Steps Financial belong to?

First Steps Financial operates in the Accounting industry.

What technology does First Steps Financial use?

First Steps Financial's tech stack includes UserWayQuickbooks OnlineRSSDudaMySQLstyled-componentsHighLevelBootstrap.

What is First Steps Financial's email format?

First Steps Financial's email format typically follows the pattern of First@firststepsfinancial.com. Find more First Steps Financial email formats with LeadIQ.

First Steps Financial

Q: How many employees does First Steps Financial have currently?

First Steps Financial has approximately 20 employees.

Q: What technology does First Steps Financial use?

First Steps Financial's tech stack includes HighLevel, MyWebsite Creator, Google Search Console, X-XSS-Protection, Lua.

Q: What is First Steps Financial's NAICS code?

First Steps Financial's NAICS code is 5412 (Accounting, Tax Preparation, Bookkeeping, and Payroll Services).

AccountingNew Jersey, United States11-50 Employees

First Steps Financial is an accounting firm based in Princeton, New Jersey, that emphasizes a practical and adaptable approach to financial management. With a small-to-mid-sized team, the company offers accounting, financial planning and analysis, and consulting services. Its focus is on tailoring financial processes to client goals rather than simply producing routine numbers.

Its target market comprises businesses seeking strategic insights, streamlined processes, or everyday financial support, and it aims to help them stay organized and make informed decisions. By customizing solutions to fit specific objectives, First Steps Financial supports growth while allowing clients to focus on their core activities. The company operates within the accounting sector, delivering integrated financial management services from its Princeton base.

Insights

Similar companies to First Steps Financial

MINT

The Balance

Credit Karma

NerdWallet

Personal Capital

Investopedia

SmartAsset