Simplifying Your Financial Success
Tailored CFO Services, Strategic Financial Planning, and Full-Service Accounting for Women Entrepreneurs
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.
ACCOUNTING
Experience weekly bookkeeping and monthly account analysis , ensuring accuracy and clarity. With real-time data at your fingertips, you can confidently make informed financial decisions.
ADVISORY
Elevate your financial strategy with regular goal-setting and conversation. Our advisory services provide insight into future implications of the decisions you make today, so you know you’re heading in the right direction.
TAX
Embrace a proactive approach to tax — our experts offer both compliance and strategic guidance, ensuring constant preparedness and accurate payments that align with your real obligations-not a penny more.
PAYROLL
Easy, stress-free payroll run for employees and contractors through Gusto on a bi-weekly or monthly basis, as well as annual 1099 end of year 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 Submit an Application
We get to know you and what you’re looking for in a finance team as well as hear about what’s working and what’s not in your business right now.
02 Personalized Discovery Call
If your needs align with our services, you’ll have a call with the People First leadership team to cover any questions and to learn more about what you can expect when working with us.
03 Tailored Proposal & Onboarding
Following the call, you'll receive a personalized proposal with the best package for your needs. If you’re ready to move forward, we’ll begin the onboarding process and 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!”
