First Steps Financial

𝗦𝗔𝗩𝗘 𝗧𝗛𝗘 𝗗𝗔𝗧𝗘: 𝗪𝗲𝗯𝗶𝗻𝗮𝗿 𝗔𝗹𝗲𝗿𝘁!

𝗪𝗵𝗲𝗻? 𝗝𝘂𝗻𝗲 𝟭𝟴, 𝟮𝟬𝟮𝟲 @ 𝟭𝗣𝗠 𝗘𝗦𝗧

Why Your Team Isn't Performing (It's Not What You Think)

Join 𝗔𝗹𝗶𝘀𝗮 𝗠𝗰𝗖𝗮𝗯𝗲 as she chats to 𝗟𝗲𝗮𝗱𝗲𝗿𝘀𝗵𝗶𝗽 𝗮𝗻𝗱 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗖𝗼𝗮𝗰𝗵, 𝗔𝗻𝗱𝗿𝗲𝘄 𝗟𝗮𝗺𝗽𝗽𝗮, about the Acknowledge Framework.

This simple tool will help you shape employee behavior, build team confidence, and make performance conversations easier, all by changing how you recognize your people.

Employees don’t always leave for better pay; they leave because they never feel seen. What if you could recognize employees in a way that actually changes their behavior?

Your numbers tell you what's happening. Andrew will show you why your team isn't motivated to change it.

𝗕𝗼𝗼𝗸 𝘆𝗼𝘂𝗿 𝘀𝗽𝗼𝘁 𝘁𝗼𝗱𝗮𝘆 𝗮𝗻𝗱 𝗶𝗻𝘃𝗶𝘁𝗲 𝗰𝗼𝗹𝗹𝗲𝗮𝗴𝘂𝗲𝘀, 𝗳𝗿𝗶𝗲𝗻𝗱𝘀, 𝗰𝗹𝗶𝗲𝗻𝘁𝘀, & 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗽𝗮𝗿𝘁𝗻𝗲𝗿𝘀 𝘁𝗼 𝗯𝗼𝗼𝗸 𝘁𝗵𝗲𝗶𝗿 𝘀𝗽𝗼𝘁 𝘁𝗼𝗼!

https://us02web.zoom.us/webinar/register/WN_5zuUP8H8TJCdm7K2OUrKCw

𝗕𝘂𝗶𝗹𝗱 𝗥𝗲𝗹𝗮𝘁𝗶𝗼𝗻𝘀𝗵𝗶𝗽𝘀 𝗪𝗶𝘁𝗵 𝗬𝗼𝘂𝗿 𝗩𝗲𝗻𝗱𝗼𝗿𝘀

The supplier who knows you, trusts you, and likes you will give you better terms, priority service, and flexibility when you need it. Treat vendors like partners, not transactions.

Today, we are celebrating a vital piece of our puzzle: our Dedicated Accounting Support, Paula!

Paula is behind the scenes keeping our numbers flawless, our processes smooth, and everything perfectly balanced. Her dedication, sharp eye for detail, and steady support are things we rely on and appreciate more than words can say.

Paula, thank you for keeping us on track and for being such a wonderful person to work alongside every single day. We hope your day is filled with nothing but relaxation, celebration, and joy!

Let’s show Paula some love! Leave your birthday wishes for her in the comments below! 👇✨

How does a 12-person fractional accounting firm scale to support 70 high-growth clients? By eliminating manual friction.

Before partnering with BILL, the team at First Steps Financial was losing hours to unreliable OCR and manual data entry corrections. By switching to BILL's automated AP platform, they unlocked massive efficiencies:

* 50% reduction in time spent processing bills.
* Zero OCR errors in recent months, keeping data clean.
* Zero client support burden thanks to an intuitive, user-friendly approval workflow.

The biggest win? Getting those hours back means First Steps Financial can focus entirely on what they do best: delivering proactive financial advising and total peace of mind to business owners.

Read the full case study to see how automation can transform your back office:
https://www.bill.com/case-study/first-steps-financial

.com

First Steps Financial cuts their AP processing time 50% with BILL First Steps Financial uses BILL Accounts Payable to cut bill processing time by 50%, eliminate data entry errors, and refocus on advisory work for 70 clients.

Future Superstar in Training!

Check out this throwback of our amazing intern, Kelsie! Even back then, she had that "ready to take on the world" look in her eyes—probably practicing her very first firm handshake.

Today, Kelsie is bringing that same incredible energy and curiosity to our team every single day. As our resident rockstar intern, she is already:

🏃♀️ Tackling every project with zero hesitation and a massive smile.

🙌 Lifting up the whole team with her unstoppable work ethic.

She may be an intern by title, but she’s a total pro in the making. We love watching her grow and are so lucky to have her on this journey with us! 🚀🌟

𝗙𝗿𝗼𝗺 𝗦𝗰𝗿𝗮𝗽𝗽𝘆 𝘁𝗼 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗰: 𝗘𝘃𝗼𝗹𝘃𝗶𝗻𝗴 𝗬𝗼𝘂𝗿 𝗟𝗲𝗮𝗱𝗲𝗿𝘀𝗵𝗶𝗽 𝗦𝘁𝘆𝗹𝗲 𝗮𝘀 𝗬𝗼𝘂𝗿 𝗖𝗼𝗺𝗽𝗮𝗻𝘆 𝗦𝗰𝗮𝗹𝗲𝘀

The leadership style that helps launch a company is not always the same approach needed to scale it. As teams grow and operations become more complex, founders often need to evolve how they lead.

This article explores how leadership styles change as companies grow and what mindset shifts support successful scaling. 👉 https://www.firststepsfinancial.com/from-scrappy-to-strategic-evolving-your-leadership-style-as-your-company-scales

IN CASE YOU MISSED IT!

We are thrilled to announce that our very own, Alisa McCabe, will be taking the stage this year at Scaling New Heights 2026!

If you will be attending Scaling New Heights this year, you won't want to miss Alisa for: "Leading and Lagging Indicators: Predict Your Future" on Tuesday, June 16th at noon at the Woodard Theater! Most business owners focus on where they’ve been, but Alisa is diving deep into the metrics that actually tell you where you’re going.

If you’re ready to turn your financial data into a roadmap for growth, this is the session you can't miss! Space is limited. Hope to see you in Orlando!

S𝗔𝗩𝗘 𝗧𝗛𝗘 𝗗𝗔𝗧𝗘: 𝗪𝗲𝗯𝗶𝗻𝗮𝗿 𝗔𝗹𝗲𝗿𝘁!

𝗪𝗵𝗲𝗻? 𝗝𝘂𝗻𝗲 𝟭𝟴, 𝟮𝟬𝟮𝟲 @ 𝟭𝗣𝗠 𝗘𝗦𝗧

Why Your Team Isn't Performing (It's Not What You Think)

Join 𝗔𝗹𝗶𝘀𝗮 𝗠𝗰𝗖𝗮𝗯𝗲 as she chats to 𝗟𝗲𝗮𝗱𝗲𝗿𝘀𝗵𝗶𝗽 𝗮𝗻𝗱 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗖𝗼𝗮𝗰𝗵, 𝗔𝗻𝗱𝗿𝗲𝘄 𝗟𝗮𝗺𝗽𝗽𝗮, about the 𝗔𝗰𝗸𝗻𝗼𝘄𝗹𝗲𝗱𝗴𝗲 𝗙𝗿𝗮𝗺𝗲𝘄𝗼𝗿𝗸.

This simple tool will help you shape employee behavior, build team confidence, and make performance conversations easier, all by changing how you recognize your people.

Employees don’t always leave for better pay; they leave because they never feel seen. What if you could recognize employees in a way that actually changes their behavior?

Your numbers tell you what's happening. Andrew will show you why your team isn't motivated to change it.

𝗕𝗼𝗼𝗸 𝘆𝗼𝘂𝗿 𝘀𝗽𝗼𝘁 𝘁𝗼𝗱𝗮𝘆 𝗮𝗻𝗱 𝗶𝗻𝘃𝗶𝘁𝗲 𝗰𝗼𝗹𝗹𝗲𝗮𝗴𝘂𝗲𝘀, 𝗳𝗿𝗶𝗲𝗻𝗱𝘀, 𝗰𝗹𝗶𝗲𝗻𝘁𝘀, & 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗽𝗮𝗿𝘁𝗻𝗲𝗿𝘀 𝘁𝗼 𝗯𝗼𝗼𝗸 𝘁𝗵𝗲𝗶𝗿 𝘀𝗽𝗼𝘁 𝘁𝗼𝗼!

https://us02web.zoom.us/webinar/register/WN_5zuUP8H8TJCdm7K2OUrKCw

𝗕𝘂𝗶𝗹𝗱 𝗬𝗼𝘂𝗿 𝗘𝗺𝗮𝗶𝗹 𝗟𝗶𝘀𝘁 𝗟𝗶𝗸𝗲 𝗬𝗼𝘂𝗿 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗗𝗲𝗽𝗲𝗻𝗱𝘀 𝗢𝗻 𝗜𝘁

Because it does.

Social media algorithms change overnight. Your email list is yours. It's the most direct line to customers who actually care about what you're selling. Grow it relentlessly.

Happy Birthday to our Phenomenal Intern, Kelsie!

Today, the whole team is celebrating someone who brings so much talent, and hard work to our crew every single day!

From day one, Kelsie has jumped in with a positive attitude, an eagerness to learn, and a work ethic that blows us away. She doesn't just tackle her tasks—she crushes them. We may call her an intern, but she is a vital part of this team's success.

Kelsie, we are so incredibly proud of the work you do here and so grateful to have you with us. We hope you have the absolute best day celebrating—you deserve it!

Help us wish Kelsie the happiest of birthdays in the comments! 👇🎉