About Action First Accounting
Strategic Financial Leadership, Personalized for Your Success
At Action First Accounting, we believe financial success starts with proactive strategy, expert guidance, and hands-on execution. Whether you're a business owner navigating complex financial decisions or a high-income professional seeking to optimize tax savings, our team provides customized CFO advisory services, tax planning, and tax preparation that deliver real results. Unlike traditional firms, we don’t just tell you what to do—we take action with you.
Stefanie Cote
Founder & Lead CFO Advisor
Fractional CFO | Tax Strategist | Financial Growth Expert
With years of experience helping businesses and high-income professionals build sustainable financial strategies, Stefanie founded Action First Accounting to bridge the gap between big-picture financial strategy and real-world execution.
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Her approach is simple: Proactive planning + strategic execution = financial success. Whether it’s CFO advisory, tax planning, or preparation, Stefanie and her team provide high-level financial oversight and guidance that keeps your money working for you—not the IRS.
"I started Action First Accounting because I saw too many businesses and individuals overpaying in taxes, struggling with financial decision-making, or simply not getting the right advice. My goal is to change that by offering hands-on, expert-driven financial solutions that actually work."
– Stefanie
What Sets Us Apart?
Fractional CFO Expertise Without the Full-Time Cost: Get executive-level financial guidance tailored to your business’s needs, without the commitment or overhead of an in-house CFO.
Proactive Tax Strategies, Not Just Compliance: We plan ahead, using forward-thinking tax strategies to legally minimize liabilities and maximize financial efficiency.
Hands-On, Done-for-You Approach: We don’t just recommend strategies—we execute them for you, ensuring your financial plan translates into real savings and business growth.
No Judgment, Just Solutions: We meet you where you are—no lectures, just actionable solutions designed for your success.
Our Approach: How We Work
We take a hands-on, strategic approach to financial management—combining expert CFO guidance, proactive tax planning, and seamless execution to help you build long-term financial success.
Discovery & Consultation
We assess your financial goals, business structure, and tax situation to identify the best strategy for you.
Custom CFO & Tax Strategy Development
We create a tailored financial game plan, focusing on profitability, tax savings, and financial efficiency.
Implementation & Execution
Unlike firms that just hand you a report, we take action with you—executing strategies, optimizing tax structures, and providing ongoing CFO advisory support.
