A note from our founder

With gratitude,       Luisa

If you're anything like me, you've been let down and confused by finances. I'm here to change that. I've built a team of experts with heart, who are as committed to your success as you are. We're number nerds, kindred spirits and self care enthusiasts. We would be honored to meet you, serve you, and support you along your journey to building the fullest expression of the business you've dreamed of from day one. Welcome, we're so happy you're here.

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What We Offer

Who We Are

Helping                                 
business owners manage
their finances with ease

Helping remarkable women business owners manage their finances with ease

Bookkeeping 〡 Tax Planning 〡 Financial Strategy

Bookkeeping, Tax Planning
& Financial Strategy

remarkable women

Helping                                 business owners manage their finances with ease

Helping remarkable women business owners manage their finances with ease

Bookkeeping 〡 Tax Planning 〡 Financial Strategy

Bookkeeping, Tax Planning
& Financial Strategy

remarkable women

Let’s face it, it’s daunting to run a growing business and be sure that you’re making the right financial decisions. Trust me, we get it and we know the feelings of stress and overwhelm that can hold you back from moving forward. I created People First Finance to be your supportive team of financial experts, all under one roof.


We exist to take care of you and your finances so you don’t have to do this alone.
Managing business finances should never hold you back from feeling successful and growing a business that you love, and now it doesn’t have to. Our team of experts takes care of the essentials; bookkeeping, taxes and financial planning, ensuring that you are free to be the CEO you were born to be.

Finance. 

Are you ready to simplify your financial world?

apply to work together

Done Differently

Hi I'm Luisa

CEO AND FOUNDER OF PEOPLE FIRST FINANCE

People First Finance was born out of a desire to help ambitious women, like you, achieve their goals. I AM you and I know that you are capable of achieving your wildest dreams with support from a financial team that gets it. We’re here to alleviate the stress and overwhelm that managing finances can cause by providing your essential financial services and strategy—creating the space you need to dream and grow in your business.

meet your finance team

"Working with Luisa helped me bring immense clarity to my business."

Before we started working together I was in a place where I knew I needed the business to grow and I knew I needed to prioritize my own financial health, but I wasn't exactly sure what the steps were or really how to get there. You helped me reframe how to allocate our revenue and helped me think through the different challenges we have faced. After working together, I feel like I understand the financial aspects of my business and all the different components of a healthy business.〡 Rachael G.

When we say people first,

When we say people first,
we mean it!

we mean it!

People First Finance is a full service Virtual CFO agency that specializes in done-for-you financial services: bookkeeping, tax planning and filing, along with financial advising.

We are your entire financial team all under one roof, with your own CFO at the helm.

bookkeeping

We use Quickbooks Online to track every single dollar that comes in and out of your business. We’ll make sure that your books are set up correctly, and provide monthly reports that actually mean something to you.

tax planning

We are proactive about optimizing tax deductions, credits and advantages that align with your business and support your personal goals. No more surprise tax bills or last minute filing.

financial strategy

We work closely with you to provide the financial clarity you need to make decisions that increase profitability and sustain growth over time. This is pivotal to the success of entrepreneurs scaling from 250K to 1M in annual revenue - and beyond.

learn more about our services