Money Management and Support Designed for Agencies and Service Providers
Explore Our Results-Driven Financial Services
Experience the Peace of Mind that comes from High-Touch, Responsive Financial Support
Our comprehensive team of finance specialists all under one roof (yours!) working for you and alongside you clarifying your full financial picture
Curated financial planning specifically for businesses like yours at your exact stage of growth
Responsive 24-hour turnarounds on all support requests with a dedicated account manager who knows your business –inside and out
Our unique approach at People First Finance fuses careful accounting, strategic guidance, and personalized support that ensures your financial well-being and eliminates fear and anxiety over your numbers once and for all.
Accounting
Ensure Accuracy
We optimize your accounts with weekly bookkeeping that enables you to make data-backed decisions when you need them.
Advising
Future Focused
Consistent financial strategy, goal setting, and analysis to make better decisions today—and understand how they impact tomorrow.
Tax
Proactive Tax Compliance
Stay prepared with guidance along the way-not just at tax time so you only pay what you truly owe.
“If you are a woman business owner, Luisa Alberto is someone you want to know.
She and the People First Finance team truly GET the challenges of a service-based business in growth mode — and they are the thoughtful and detail-oriented financial dream team you want (and need!) by your side for bookkeeping, accounting, tax, and financial strategy support. And along with her years of experience and financial expertise, Luisa is a delightful human being who brings a smile and encouragement to every conversation and interaction.”
Core Services
Tailored to meet the needs of growing agencies and service providers boasting a small team of contractors or employees, our comprehensive packages provide financial strategy, tax oversight, and streamlined accounting support.
BOOKKEEPING
$625/month
For freelancers and solopreneurs in service-based industries.
What’s Included:
-
Communicate with your Bookkeeper, through an easy to use portal, so your books are always up to date
-
Updated monthly, see your business numbers in a usable format, along with any specific items that require your attention
-
Three recommendations to achieve or maintain 50% profit, and hit personalized savings goals, delivered to your inbox
-
Reconciliation of your company assets and liabilities, so your books are squeaky clean and ready to hand over to your tax professional
-
Access to quarterly financial education that expands your awareness and literacy on relevant topics like S Corp vs LLC taxes, investing to build personal wealth as a business owner, preparing your exit strategy and MORE
-
Get financial guidance when you need it most, via our “Ask an Expert” feature
-
If you’re running a business solo and looking for support, our Bookkeeping was made for you.
-
If you are using different accounting software, we will transition your books to QBO
-
We will make sure that your books are up to date as of the first of the current fiscal year
-
We categorize your transactions on a weekly basis
-
Use your Keeper portal for all bookkeeping communications and documentation
-
Receive personalized insights, catch errors and closely monitor your cash
-
We will reconcile your business finance accounts in Quickbooks every month, and provide the following reports, along with a KPI review: Profit and Loss, Balance Sheet and Cash Flow Statement
ACCOUNTING
Starting at $1,000/month
For agencies, and service-based businesses with teams who need more detailed bookkeeping.
What’s Included:
-
Share any notices or questions related to your local business tax requirements, and we will help you stay compliant
-
Receive quarterly estimated payment guidance, based on your business’s financial performance and cash positionItem description
-
Ensure you are operating under the business entity type with the best tax advantages and get answers to burning tax questions
-
State and Federal business and personal income tax filings billed separately.
Advising Services Include:
ACCOUNTING
ADD-ONS
Curated Financial Support Options
Tax Services $350/month + Filing Fee
Advising Services $500/month
Tax Services Include:
-
Meet 1:1 with your dedicated financial consultant to discuss the strategic actions you can take to improve your cash flow, profit and pay
-
Set personalized goals for cash and tax savings, net profit and paying yourself in your first 30 days
-
Have accounting or tax questions in between sessions? Email us and we’ll support you
Quarterly advising cadence also available
Book a call to decide which package is right for you
Three Simple Steps to Financial Freedom
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.
Choose your package
Decide which service package works best for you, your business goals and your budget.
onboard
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.