Making 6 figures and still feel broke?

4 Steps to Increase Your Profit and Lower Your Tax Bill in 30 Minutes

Don’t wait for another stressful tax season to take control of your business finances.

Our free checklist is for freelancers, consultants, and service-based founders making under $1M who want to stop the financial chaos.

Ready for quick, actionable steps to help you keep more of your money, without spreadsheets, stress, or guesswork? This is your guide

In less than 30 minutes, you can Spot $1,000 in missed savings in 30 minutes — even if you hate bookkeeping.

With this checklist, you will:

  • Decrease your tax bill using smart, IRS-compliant moves

  • Spot hidden cash leaks and uncover hidden profit

  • Take back control of your business bank balance

  • Feel more confident about your finances - immediately

Grab the free checklist that’s helped business owners save $1,000+ in under 30 minutes.

Why would we give something so valuable away for free?

Because too many small business owners think this stuff is beyond them, that their success is at the whim of factors beyond their control, and are obsessed with just making ends meet.

At People First Finance, we believe that when you know how to use your numbers, you can make better decisions that lead to empowering wins.

And we want you to win faster, so we created this just for you.

Whether you DIY your bookkeeping or work with a pro, this 4-step guide will help you feel more confident and in control.

Want hands-on support?

We offer bookkeeping, tax and advising services designed just for service based business owners under $1M - so you can grow without the costly mistakes.

  • “I highly recommend People First Finance to help manage your bookkeeping, tax planning, and financial advising. People First Finance is a high quality and reasonably priced agency that has a very personable and wonderful team that is quick to respond to your needs while also delivering a top notch service. I have had a great experience with People First Finance and hope to continue working with them for years to come. People First Finance is helping our company stay healthy and in successful operation.”

    TONY J. | PHOTOGRAPHER

  • I've had PFF as my virtual CFO team for the last 2 years. The staff have been exceptional at keeping my books clear and concise, as well as giving me strategy and tax support. I feel I am in good hands with Luisa and her team. Anyone I show my P&Ls to are super impressed by the work, and they are continuing to support me as I expand my business. I am super grateful to have a team who are PEOPLE, who extend kindness & flexibility & active listening rather than someone who just does my books. Highly recommended!”

    LINDSAY T. | PLAY SPACE OWNER

  • “As a small business owner, I struggled for years to find someone to help me with my financial affairs that I liked and that I could trust. If you're serious about getting your finances in order, I can't recommend People First Finance enough. Luisa and her team are knowledgeable, responsible, and committed. Call them, call them, call them today. They've made a world of difference to my day to day and my bottom line. One of the best business decisions I ever made was to hire PFF. Do it!”

    ERIC R. | DESIGN AGENCY OWNER