Accepting new clients

When you have a question about your business finances, we want to be your First Reach. Bookkeeping, advisory, and real answers for small businesses that are ready to grow.

Book a Free Consult → Try Our Free Tools
Ask First Reach
How much overhead do I really have?
Monthly Overhead $18,200
Overhead Ratio 24.3%
Industry Benchmark 20-30%
Calculate yours free →
CPA-Level
Financial Expertise
QBO
ProAdvisor Certified
100%
Remote & Cloud-Based
$0
First Consultation
Our Service Offerings

Everything your business needs to run clean

From monthly bookkeeping to on-demand CFO-level guidance, we handle the financial back-office so you can focus on what you do best.

📚

Run the Numbers: Monthly Bookkeeping

Clean, accurate books delivered every month. We categorize transactions, reconcile accounts, and hand you financial statements you can actually understand.

  • Transaction categorization & reconciliation
  • Monthly P&L, balance sheet & cash flow
  • Bank & credit card reconciliation
  • Accounts receivable & payable tracking
  • Sales tax and Quickbooks Payroll
🛠

Fresh Start: Catch-Up & Cleanup

Months (or years) behind on your books? No judgment. We'll get everything reconciled, organized, and tax-ready so you can start fresh.

  • Historical bookkeeping cleanup
  • Bank feed re-categorization
  • Prior-period financial statements
  • Tax-ready books for your CPA
✍️

Build Your Own: Custom Service Package

Not sure what you need — or need something a little different? Let's talk. We'll meet, dig into your situation, and design a service package that actually fits your business.

  • One-on-one discovery call to assess your needs
  • Mix & match from any of our services
  • Flexible scope that grows with you
  • Pricing tailored to what you actually use
⚙
QuickBooks Discounts

QBO Setup & Training

Starting from scratch or switching to QuickBooks Online? We'll set up your chart of accounts, connect your banks, and train your team on everything you need.

  • QuickBooks Online setup & migration
  • Chart of accounts customization
  • Bank & app integrations
  • One-on-one QBO training sessions
  • ProAdvisor discounts on QBO subscriptions

Got a QuickBooks or bookkeeping question?

Stuck on something? Not sure how to categorize a transaction, run a report, or fix a mess in your books? Just ask. No sales pitch, no commitment — just a real answer from someone who knows the software inside and out.

Ask Us a Question →
How It Works

Getting started is easy

Three simple steps to clean books and financial clarity. No long-term contracts required.

1

Free Consultation

We hop on a 30-minute call. We learn about your business, your pain points, and what you need. You decide if we're a good fit.

2

Custom Plan & Onboarding

We put together a proposal tailored to your needs. Once you say go, we connect to your accounts and get to work immediately.

3

Clean Books, Clear Answers

Your books are closed on time, every month. You get clear financial reports, real insights, and a standing invitation to reach out whenever you have a question.

First Reach founder
✓
CPA-Level Expertise
QuickBooks ProAdvisor
Meet First Reach

CPA-level expertise, small business heart

I'm Zach, the founder of First Reach. I built this practice because I believe every small business deserves a financial partner who does more than just categorize transactions. I want to help you understand your numbers, plan your growth, and sleep better at night knowing your books are handled by someone who actually cares about your business.

I work with businesses across all industries, with deep expertise in trades, service-based companies, and e-commerce. I know the unique challenges of each of these worlds — from job costing and inventory management to seasonal cash flow swings. I've built systems specifically designed to keep businesses like yours running smoothly.

When I'm not in the books, you'll find me enjoying the Colorado outdoors — hiking, camping, mountain biking — entertaining my doodle named Brody, tending to my garden, or making homemade deep dish pizza.

CPA-Level
Financial Expertise
QBO
ProAdvisor
100%
Cloud-Based
Let's Work Together →
Free Tools

Know your numbers before they know you

Helpful calculators to help you make smarter decisions about your business finances.

📈

Do I Have Too Much Overhead?

Overhead is the silent killer of small business profitability. Find out what percentage of your revenue goes to keeping the lights on.

Calculate yours free →
💰

How Much Cash Do I Really Need to Grow?

Find out how many months of runway your business has and what cash reserve you should be targeting.

Calculate yours free →
🚀

How Much Can I Afford to Pay Myself?

Back into the revenue number you actually need based on your target pay, expenses, and taxes.

Calculate yours free →
⚖

What's My Breakeven Point?

How much revenue do you need just to cover your costs before you make a single dollar of profit?

Calculate yours free →
Kind Words

What clients are saying

Real feedback from real business owners.

★★★★★
"First Reach helped us set up a budget and understand our cash flow needs. Their ongoing reporting gave us the visibility to track progress toward our goals and make informed decisions."
B
Brandon
Trades Services Business Owner
★★★★★
"Zach took our complicated Shopify business and brought complete organization to it. He meticulously manages everything with QuickBooks—he's truly a guru when it comes to e-commerce bookkeeping."
J
Jack
Golf Apparel E-commerce Business
★★★★★
"When we received an LOI to sell our business, First Reach cleaned up our books under a tight timeline. They professionalized our QuickBooks and delivered documentation that gave us credibility."
T
Tracee
Therapy Practice Owner

Ready to get your books off your plate?

Book a free 30-minute consultation. No pressure, no pitch — just a real conversation about your business and whether First Reach is the right fit.

Email Us → Schedule a Call

Let's cut to the chase.

Tell us what you're trying to do — fix a problem, reconcile your cash, ask a question, or just get your books in order. We'll respond ASAP and get to work. No commitment, flexible pricing. Save time and get the help you need.

We typically respond within a few hours. No spam, no obligation.

Let's talk about your needs.

Tell us a bit about yourself and we'll reach out to discuss how this service can help your business. No commitment — just a conversation.

We typically respond within a few hours. No spam, no obligation.

Schedule a Free Consult

Pick a date and time that works for you and we'll follow up to confirm. No pressure — just a real conversation about your business.

We'll confirm within a few hours. No spam, no obligation.