Put yourself first.
Running a business. Growing one. Starting a new chapter. The money moments that shape your life deserve better than jargon and hourly meters. ufirst gives you clear numbers, straight answers, and a plan you can act on — whichever moment you’re in. Flat fees. Plain language. A person who calls you back.
Explore what we do ↓Which moment are you in?
Each service has its own approach. Choose the one that best fits what your business needs right now.
Accounting & Bookkeeping
Don't hire a bookkeeper — get a whole finance team. Reconciled books, clear statements, and a written CFO-level read on your numbers, every single month, for one flat fee.
Fractional CFO
Your numbers don't need a reporter — they need an operator. Twenty years in finance, a decade as CFO & COO in manufacturing, building systems your team keeps: the close, the cash forecast, the margins.
Tax Preparation & IRS Representation
Tax returns prepared and e-filed by an IRS Enrolled Agent — individual, self-employed, and business. And when the IRS comes back at you: back taxes, audits, a balance you can't pay. The Enrolled Agent who signs your return is the one who represents you, so the IRS talks to us, not you.
Apps
We build practical software around the workflows that slow businesses down. Our first app, flow, turns invoice approval into a clean, accountable process — with more tools on the way.
A numbers person who's actually run the plant.
Most financial advisors have read about operations. Your ufirst advisor spent a decade as CFO and COO of manufacturing companies — owning production schedules, supply chains, and payroll Fridays, not just the reports about them. That operator's eye runs through everything here: the bookkeeping, the CFO work, and the settlement tables.
Four promises, every engagement.
Quoted before work begins. No hourly meters, no surprise invoices — ever.
If you need a finance degree to read our work, we've failed. You won't.
We build things your team runs — dashboards, forecasts, processes that outlast us.
Call anytime. Our assistant takes every detail and a human calls you back the same business day.
The first conversation is free.
Every practice starts the same way: thirty minutes, no obligation, and an honest answer about whether we're the right tool — sometimes we're not, and we'll say so.