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.

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.

BETTER 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.

    Learn more about it here.

  • 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

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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:

STRATEGY

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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

  • “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.”

    TONY J. | PHOTOGRAPHER

  • 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!”

    LINDSAY T. | PLAY SPACE OWNER

  • “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!”

    ERIC R. | DESIGN AGENCY OWNER

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.

“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.”