Insights

Growth potential Mid-market accounting and financial planning services with a published revenue range of 10M-25M indicate room to upsell higher-value FP&A, strategic planning, and scalable financial processes as they continue to expand.

Tech stack leverage Adoption of cloud and workflow tools (AWS, Google Workspace, HighLevel, Snowplow, WordPress/Duda) suggests openness to integrated financial systems, automation, and data-driven reporting opportunities for efficiency gains and better forecasting.

Operational efficiency A hands-on and flexible service model positions the firm for targeted process optimization, internal controls improvements, and cost-management consulting to support growth without overburdening internal resources.

Strategic advisory Combined offerings in accounting, FP&A, and consulting create a pathway to cross-sell strategic advisory services such as budgeting, cash flow optimization, and scenario planning for expansion moves.

Competitive positioning Smaller firm footprint relative to large incumbents suggests an opportunity to emphasize personalized service, rapid turnaround, and tailored solutions to capture mid-market clients seeking agility and direct access to senior advisory support.

First Steps Financial Tech Stack

First Steps Financial uses 8 technology products and services including UserWay, LinkedIn Ads, Snowplow, and more. Explore First Steps Financial's tech stack below.

Accessibility

Advertising

Analytics

Cloud Hosting

Content Management System

WordPress

Content Management System

Google Workspace

HighLevel

Marketing Automation

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

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

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

How many employees does First Steps Financial have currently?

As of September 2026, First Steps Financial has approximately 20 employees across 4 continents, including North America, Asia and Europe. Key team members include Founder: E. E. R., Managing Partner: R. M. J. and 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 UserWay, LinkedIn Ads, Snowplow, Amazon Web Services, Duda, WordPress, Google Workspace and HighLevel.

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.

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