Fractional Controller & Financial Planning in Texas

Serving Austin, Dallas, Houston and beyond—First Steps Financial delivers QuickBooks Online focused fractional accounting and FP&A tailored to Texas businesses.

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? 

Texas businesses move fast—and at First Steps Financial, we help you stay one step ahead. From high-growth companies in Austin to established businesses in Dallas and Houston, we work with leaders who need clear financial direction and reliable systems.


We work extensively in QuickBooks Online, offering Texas-based businesses support that’s both strategic and hands-on. Whether it’s managing burn rates, building out a budget, or getting the books back on track, we’re here to help.


Texas business owners come to us for:

  • Clean-up and reorganization of messy QuickBooks Online files or migration from QuickBooks Desktop.

  • Fractional controller oversight of cash flow, AR/AP, and reporting

  • Growth budgets and FP&A for internal and external stakeholders

  • Custom reporting for decision-making and board updates

  • Monthly and quarterly close cycles that don't miss a beat

We’re as comfortable in your books as we are in your boardroom.