Bay Area Based, Women-Led Financial Support for Service Businesses

Overwhelmed by managing your business finances?

Prefer to work with someone local?

Our team can help!

People First Finance helps Bay Area based service business owners develop confidence in their books so they can grow profitable, sustainable businesses.

We help Bay Area based businesses thrive by providing reliable, trustworthy financial support.

Why We’re Committed to Supporting Bay Area Business Owners

History.

Luisa (our Founder) has been a Bay Area entrepreneur since 2012, and she’s worked closely with Bay Area brands like Blue Bottle Coffee and Good Eggs.

expertise.

Too many small businesses have to close their doors due to poor fiscal management, or a lack of financial literacy. People First Finance is on a mission to change this narrative for good.

Community.

Local communities need small businesses to create vibrant, exciting, and abundant environments. We work closely with dozens of small business leaders based here in the Bay.

Lindsay t. | Play Space Owner - Oakland, CA

I've had PFF as my virtual CFO team for the last 2 years. The staff have been exceptional at keeping my books clear and concise, as well as giving me strategy and tax support. I feel I am in good hands with Luisa and her team. Anyone I show my P&Ls to are super impressed by the work, and they are continuing to support me as I expand my business. I am super grateful to have a team who are PEOPLE, who extend kindness & flexibility & active listening rather than someone who just does my books. Highly recommended!”

Eric R. | Design Agency Owner - San Francisco, CA

“As a small business owner, I struggled for years to find someone to help me with my financial affairs that I liked and that I could trust. If you're serious about getting your finances in order, I can't recommend People First Finance enough. Luisa and her team are knowledgeable, responsible, and committed. Call them, call them, call them today. They've made a world of difference to my day to day and my bottom line. One of the best business decisions I ever made was to hire PFF. Do it!”

Our Bay Area Based Services:

  • Bookkeeping support for freelancers, consultants and solopreneurs who want clean, tax ready books and monthly recommendations for improving their financial position.

    Learn more about our bookkeeping service here.

    $625/month

  • Bookkeeping with expert support designed for agencies and service providers with small teams.

    This service includes:

    • Transition your books to Quickbooks

    • Financial review as of the 1st of the year

    • Weekly bookkeeping

    • Easy client portal for direct bookkeeper communication

    • Weekly financial monitoring

    • Monthly performance report

    Starting at $1,000/month

  • Add-ons only available in combination with Accounting services


    Tax Services: Year round tax planning, strategy and income tax filings for business owners who want to maximize their profit.

    This service includes:

    • Tax guidance

    • Quarterly estimates

    • Strategic consult

    • Annual income tax filing

    $350/month + Filing Fee

    Advising Services: Monthly 1:1 advising to improve business financial foundations, profitability and strategic goal achievement.

    This service includes:

    • 1:1 Monthly advising sessions

    • Custom financial KPI Metrics (Key Performance Indicators)

    • Ongoing support

    $500/month

Tony J. | Photographer - SOMA, San Francisco, CA

“I highly recommend People First Finance to help manage your bookkeeping, tax planning, and financial advising. People First Finance is a high quality and reasonably priced agency that has a very personable and wonderful team that is quick to respond to your needs while also delivering a top notch service. I have had a great experience with People First Finance and hope to continue working with them for years to come. People First Finance is helping our company stay healthy and in successful operation.”