Smarter Money Management
Strategic Accounting, Advising and Tax for Agencies and Service Providers, By a Women-Led Team of Experts
Thoughtful Financial Support for Growth
Managing your finances while growing a business can feel overwhelming and isolating. The doubts, the anxiety, the sleepless nights over making the next (and right) financial move — it’s exhausting.
At People First Finance, we exist to help you change your narrative. We're not just finance experts; we're your partners in progress and your allies against overwhelm.
Picture this: a professional full-service fleet of financial experts, all working towards your definition of success: That's People First Finance. We help you transform complexity into clarity, hesitation into confidence.
At People First Finance, we do finance differently.
Scaling your business? Discover how Advisory Services Can Help
As you grow, your problems shift.
If you’ve experienced:
Unfulfilling relationships with financial professionals that don’t move the needle in a meaningful way
A daydream where you have the clarity you need to make smart decisions and take smart risks to grow your business
The desire to have the details taken care of by reliable experts
We offer the full-service financial services agency owners and service providers need for growth.
What We Offer
Combining Strategic Guidance with Traditional Accounting for Clarity and Peace of Mind
You don’t have to struggle to get a grip on your finances anymore. We offer comprehensive financial services that grow with you and help you get results.
Better Bookkeeping
High Touch Support
Weekly Bookkeeping, monthly guidance and on-demand support.
Best for freelancers and solopreneurs in service-based industries.
Accounting
Detailed Profit Tracking
Weekly Bookkeeping plus Controller and monthly financial analysis.
Best for agencies and service-based businesses with teams who need more detailed bookkeeping.
Strategy
Financial Wellness
Monthly or quarterly 1:1 meetings on financial strategy, goal setting and analysis to make better decisions today - and understand how they impact tomorrow.
Tax: Year Round Planning
Preparedness, strategy and expert guidance for State and Federal income tax filings.
Who We Are
Virtual CFOs, Accountants and Tax Professionals
We are your complete full-service financial team under one roof
We are an attentive team of women finance professionals who are ready (and excited!) to crunch those numbers and help increase your chances of long-term success.
Getting Started is Easy
01 Book A Call
Make sure our services are the right fit for your business and your budget. We'll answer any questions you have about managing your money better, and how we can support you.
02 select your package
Decide which service package works best for you, your business goals and your budget.
03 Onboarding
Approve your proposal, sign your 6 month contract and begin the 2 week onboarding process. You'll have a dedicated account manager by your side every step of the way.
“I had the opportunity to work with Luisa and her team at People First Finance, and I was so impressed with the service they are providing their clients!
The values and vision Luisa brings to her work shines through and ignites her entire team with the same passion for excellence. It’s rare to be given the gift to work with someone who genuinely lives from the belief that a rising tide lifts all boats. Whether you’re looking to work with Luisa on her team or hire her team for your business, I can’t recommend her and People First Finance highly enough!”
