Diane Roberts
Finance Manager
Diane Roberts, CPA, is the Finance Manager at First Steps Financial, bringing a wealth of experience in audit and accounting. With over a decade of dedicated service, she plays an integral role in the firm’s continued success. Diane specializes in QuickBooks Online setups and conversions, helping clients streamline and modernize their financial processes. Her commitment to excellence and deep expertise in accounting technology consistently elevate the quality of service we provide.
Experience/Education
- 15+ years accounting experience
- Bachelor Degree, Susquehanna University
Certifications
- Certified Public Accountant (CPA)
- Intuit Certified QuickBooks Level 2 ProAdvisor
- Avalara Certified
- Bill.com Certified
Areas of Focus
- Audit and accounting
- QuickBooks Online setups and conversions
- Financial process streamlining
- Accounting technology implementation
Our Latest Insight
Set your small business up for a smooth exit or transition with clear steps, smart planning, and financial clarity. Learn where to start and how to prepare.
Hiring First Steps means gaining a full financial ops team—not just reports, but systems, visibility, and strategy that grow with your business.
Understand the most common government audits, what triggers them, and how to prepare. Stay compliant and protect your business from penalties.
