First Steps Financial

First Steps Financial

Accounting 174 Nassau Street 19 employees
Employees
19
Contacts
3
Emails
3
Phones
1

First Steps Financial Overview

Headquarters
174 Nassau Street
Phone Number
Available in AeroLeads
Industry
Accounting
Employees
19
Company Email
Available in AeroLeads
NAICS
Accounting, Tax Preparation, Bookkeeping, and Payroll Services
Offices of Certified Public Accountants
Tax Preparation Services

About First Steps Financial

At First Steps Financial, we take a hands-on, flexible approach to financial management—because your business deserves more than just numbers on a page. Whether you need strategic insights, streamlined processes, or everyday financial support, we tailor our solutions to fit your goals. With expertise in accounting, financial planning & analysis, and consulting, we help businesses stay organized, make informed decisions, and grow with confidence. Let us handle the financial details, so you can focus on what you do best!

First Steps Financial Contact Details

People in AeroLeads
4
With contact data
3
Email contacts
3
75.0% coverage
Phone contacts
1
25.0% coverage

First Steps Financial Org Chart

Sample employees and titles
Name Title Contact
Susan Cliff-Silva Small Business Owner
Email
Joseph Silva đź’Ą Business Development Leader - Financial Services & Tech Solutions - Empowering Businesses to Operate Securely, Efficiently, and Profitably - 25+
View
Alisa Mccabe I Help Small Business Owners with Their Financials So They Can Make Great Decisions. Co-host of the Smart Boss
Email Phone
Jodi James Chief Resource Officer at First Steps Financial
Email

Employees by Management Level

Individual contributor 6 profiles
Executive 3 profiles
Manager 1 profile
Associate / junior 1 profile

Department Contact Coverage

Department Contacts Email Phone
Finance 4 4 1
Executive 2 2 0
General 1 1 1

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