Fractional Accounting & FP&A Services in New York

Serving New York City, Albany, Buffalo & more—First Steps Financial provides fractional accounting, FP&A, and controller services with QuickBooks Online expertise.

Join our Team!

We love working with awesome people.

  • Are you looking to ignite your passion to help people?
  • Do you love to create order from chaos?
  • Are you excited by the opportunity to learn new things?
  • Do you work hard and have a great attitude?
  • Do you want to work remotely?
  • Would you like to grow with a company that is invested in you?
  • Are you ready to be surprised at how much you love your work? 

Doing business in New York demands a financial partner who understands complexity—from payroll to high-growth forecasting. At First Steps Financial, we support businesses across NYC, Albany, Rochester, and Buffalo with the clarity and structure they need to scale confidently.



Our team specializes in QuickBooks Online accounting systems, helping New York entrepreneurs streamline operations and focus on strategy. Whether you need help with reconciliations or month-end closes, our experienced professionals deliver results that go far beyond basic bookkeeping.


What New York clients value about us:

  • Financial planning and analysis (FP&A) that connects the dots between your numbers and your goals- cash flow and budgeting

  • Fractional controller support for reporting, systems and A/R, A/P

  • QuickBooks Online cleanup and migration from QuickBooks Desktop

  • Industry-specific consulting to help you scale with confidence

  • Support for hybrid teams, remote collaboration, and investor readiness

We act like an extension of your team—trusted, proactive, and ready when you need us most.