At First Steps Financial, we take a hands-on, flexible approach to financial management—because your business deserves more than just numbers on a page. Whether you need strategic insights, streamlined processes, or everyday financial support, we tailor our solutions to fit your goals. With expertise in accounting, financial planning & analysis, and consulting, we help businesses stay organized, make informed decisions, and grow with confidence. Let us handle the financial details, so you can focus on what you do best!
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First Steps Financial Questions
The First Steps Financial annual revenue was $4 million in 2026.
Jodi James is the Chief Resource Officer of First Steps Financial.
13 people are employed at First Steps Financial.
First Steps Financial is based in Princeton, New Jersey.
The NAICS codes for First Steps Financial are [54, 541].
The SIC codes for First Steps Financial are [872, 87].
Top First Steps Financial Employees
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Jodi James
Chief Resource Officer at First Steps Financial
Saint Johns, FL, US15 -
Alisa McCabe
Company Owner at First Steps Financial
New York, NY, US22 -
Glenn Burrell
VCFO and Business Advisor Specialist at First Steps Financial
St. George, UT, US25+ -
Gena Graziano
Chief Of Staff at First Steps Financial
New York, NY, US21 -
Diane Roberts
Financial Manager at First Steps Financial
Trenton, NJ, US24 -
Marc Chianese
Accountant at First Steps Financial
Salem, VA, US22 -
Chelsea Stenson
Account Manager at First Steps Financial
Las Vegas, NV, US21 -
Amy Kirkegaard
Bookkeeper at First Steps Financial
Spring, TX, US41 -
Kelsey Sweet
Dedicated Accounting Support at First Steps Financial
Miles City, MT, US3
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