Welcome to The Smart Boss – your roadmap to growing a thriving bookkeeping business! At First Steps Financial, we’ve spent over 10 years perfecting systems, building a strong team, and refining workflows. Now, we’re sharing everything we’ve learned with you.

🔹 15+ Courses Covering:

✅ Daily, Monthly, Quarterly & Yearly Workflows

✅ Client Onboarding & Offboarding

✅ Task & Time Management

✅ Security Best Practices

✅ Pricing Strategies

✅ And Much More!

🔹 Live Q&A Sessions Every Week:

🗓️ 1st and 3rd Tuesday – Ask our bookkeeping experts all of your QBO questions!

🗓️ 2nd and 4th Wednesday – Live Q&A with our CEO

🔹 Exclusive Guest Lectures Each Month On:

⭐ Keeper, Xero, Google Suite, Marketing & More!

Join us today and take your bookkeeping business to the next level!