Jason Simpson
Dedicated Accounting Support
Jason Simpson provides dedicated accounting support at First Steps Financial, with a strong focus on detail and efficiency. He specializes in customized bookkeeping solutions tailored to meet the unique needs of each client. With diverse professional experience and a passion for process improvement, Jason plays a key role in driving team success and delivering high-quality financial support.
Experience/Education
- 4+ years accounting experience
Certifications
- Intuit Certified QuickBooks Level 2 ProAdvisor
- Gusto Payroll Certified
- Bill.com Certified
Areas of Focus
- Custom bookkeeping solutions
- Client-specific financial support
- Process improvement and efficiency
- QuickBooks setup and maintenance
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.
