✦Accounting built for hustlepreneurs

Making accounting a little less taxing.

Running a business means juggling a lot of responsibilities. Your accounting shouldn't add to the stress. From bookkeeping and tax preparation to proactive tax planning, we help you stay organized, reduce tax surprises, and make confident financial decisions so you can focus on growing your business.

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Smiling small business owner reviewing finances
↑
Q3 TAX SAVINGS
$12,840
vs same period last year
THIS MONTH
Books reconciledDone
Payroll filedDone
Quarterly reviewIn progress
NET REVENUE
$48,210
+18.2%
Everything you need to run the back office
Bookkeeping Tax Planning Books Diagnostics Multi-State Filings S-Corp Elections 1st Step Quality Review Year-Round Support IRS Resolution
Services

Supporting your business every step of the way.

From your first day in business to your next big milestone, we're here to provide the accounting services and financial guidance you need every step of the way.

01

Bookkeeping

Keep your books accurate, organized, and up to date with monthly bookkeeping that gives you reliable financial information and more time to focus on growing your business.

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02

Bookkeeping Review

Wondering if your bookkeeping is as accurate as it should be? Our 1st Step Quality Review helps uncover potential issues and provides a clear picture of the overall health of your books.

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03

Tax Preparation

Whether you're filing a personal or business return, we'll prepare your tax return accurately and guide you through the filing process with clarity every step of the way.

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04

Tax Planning

Tax planning isn't just for year-end. We work with you throughout the year to develop proactive strategies that help you keep more of what you earn.

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05

Financial Guidance

Every business owner faces important financial decisions. We're here to help you understand your numbers, explore your options, and make informed decisions that support your long-term goals.

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1st Step Quality Review

Not sure your books are right? Let's find out.

Sometimes you don't need a new bookkeeper. You just need to know whether your current bookkeeping is on the right track. Our 1st Step Quality Review provides an independent review of your books so you can better understand the overall health of your bookkeeping.

  • ✓
    Understand the overall health of your bookkeeping
  • ✓
    Identify areas that may need attention
  • ✓
    Verify the accuracy and consistency of your books
  • ✓
    Receive practical recommendations for improvement
  • ✓
    Gain greater clarity about your financial records
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Please note: The 1st Step Quality Review is a paid service.

Books Health Report
Acme Co. · FY 2025
62/100
14 unreconciled transactionsReview
$8,200 miscategorized expensesAction
2 missed deductions last yearRecover
Sales-tax filings up to dateGood
Full findings & action plan delivered in your free review.
How it works

From hello to handled
in four steps.

Getting started shouldn't feel overwhelming. We've created a simple onboarding process so you always know what to expect from your first conversation through ongoing support.

01

15-Minute Discovery Call

Tell us about your business, your goals, and the support you're looking for. We'll answer your questions and determine the best path forward.

02

Engagement & Setup

Once you're ready to move forward, we'll send your engagement agreement, collect payment, and gather everything we need to get started.

03

We Get To Work

Our team gets to work delivering the services you've selected while keeping you informed throughout the process.

04

Ongoing Support

Whether you're working with us year-round or returning for another service, we're here whenever you need us.

Why 1st Step

Why choose 1st Step Accounting?

Choosing an accountant is about more than checking a box. You deserve a team that makes managing your finances easier, helps you understand your numbers, and supports your business as it grows.

  • ✓
    Accounting Made SimpleWe believe working with your accountant should be easy. Our organized processes, modern technology, and clear communication make managing your finances simpler.
  • ✓
    Understand Your NumbersWe believe financial information should be clear and actionable. We explain what the numbers mean so you can make informed business decisions.
  • ✓
    Proactive, Not ReactiveWe believe the best opportunities come from planning ahead. Our proactive approach helps you prepare for what's next instead of reacting after the fact.
  • ✓
    Built Around RelationshipsWe believe great accounting starts with great relationships. As your business grows and evolves, we're here to support you every step of the way.
Meet the team
A small business owner reviewing their financials
4.9★
avg client rating · 180+ reviews
12 yrs in business
Loved by clients

What hustlepreneurs are saying.

Don't take our word for it. Here's what real small business owners say after switching to 1st Step Accounting.

"They saved us $14k in our first year just by structuring as an S-corp the right way. We should have switched ages ago."

Mia Reyes
Owner, Reyes Studio Design

"Finally — an accountant who replies in hours, not weeks. Our books are spotless and tax time is a non-event."

Jordan Park
Hustlepreneur, Park & Co. Coffee

"Switched from a big firm and never looked back. Same quality, half the price, ten times the responsiveness."

Priya Shah
CEO, Lumen Wellness
Next Steps

Ready when you are.

Every business starts somewhere. Whether you're taking your first step or planning your next one, we're ready when you are.

  • ✓ 15-minute Discovery Call
  • ✓ Virtual Firm Serving Clients Nationwide
  • ✓ Personalized Recommendations

Book your Discovery Call

Pick a time that works for you.