People First Finance

Founder and operator of financial services agency helping service business owners manage their finances with ease through bookkeeping, tax planning, and financial strategy all under one roof

Chief Executive Officer

Kindredly

Co-Founder, Facilitator and Managing Partner of an inspired Bay Area collective changing the shape of business in community; both in-person and virtual

Co-Founder

The Female Agency Collective

Member

The Old Girls Club

The Old Girls Club is a virtual gathering space for talented women and non-binary people working in traditionally male-dominated fields.

Dreamers & Doers®

Dreamers & Doers is an award-winning community that amplifies extraordinary women leaders and entrepreneurs through PR opportunities, authentic connections, and high-impact curated resources.

Executive Member

High Five SF

Private business finance and operations consultant for small to mid size businesses. Helping visionary founders implement tools and strategies to accommodate for growth and maximize efficiency.  

1:1 business and personal finance coaching for Bay Area small business owners

Freelance Business Operations and Finance

Sow Juice

Co-Founder and operator of juice business, from pop up concept to farmers market to brick and mortar at the prestigious San Francisco Ferry Building

Founder + Owner

Good Eggs

Responsible for onboarding the first foodmakers and farmers to use the Good Eggs platform

Foodmakers and Farmers Lead

Blue Bottle Coffee Co

Launched and implemented high touch wholesale coffee program for esteemed restaurants and cafes throughout the San Francisco Bay Area

Oversaw cross functional teams and managers to expand the wholesale coffee program nationwide

Director of Wholesale Partnerships

YNPNsfba

Directed organizational strategy and worked with a team of non profit experts to develop this network of support for non profit professionals in the Bay Area.

Advisory Board Member

I launched People First Finance in 2021, to ensure that small business owners thrive. We handle their books, income tax filings and financial strategy so they can sustain and grow profitable businesses. Our women-led team is dedicated to building trust, creating clarity and facilitating action every step of the way.

My newest venture, Kindredly, is a Bay Area born membership community for values-driven business creators. My Co-Founder and I facilitate gatherings that help us all feel less alone, as we pursue self employed work. We believe that in coming together, we are changed. We create opportunities for magic to unfold, as we align with our "why". Our community gathers both in-person and virtually each month.

If you're a service based business owner and/or local to the Bay Area, I would love to connect with you!

A preview of my newest offer...



For years, I said yes to everything. 

Every client, every opportunity, every “maybe this will help” expense.

Because I thought growth looked like more. 

More clients. More revenue. More momentum.

But at some point, I realized I was holding the steering wheel 𝘵𝘪𝘨𝘩𝘵𝘦𝘳 while the business was quietly steering 𝘮𝘦.

I was tired, disengaged, and solving the wrong problems — throwing money at expensive “solutions” that didn’t fix the real issue: I was running my business on anxiety instead of systems.

It wasn’t until I finally learned how to put real infrastructure in place for operations, marketing and money management that things started to shift. 

For the first time, I could step away and the revenue didn’t stop.

I could take time off. Think. Start a second business. Coach again.

That’s what my newest offer 𝘛𝘩𝘦 $100𝘒 𝘚𝘩𝘪𝘧𝘵 is really about — not chasing more, but creating a business that actually supports you.

Because growth isn’t about pushing harder. It’s about working smarter.

This is the exact work I’ll be doing with a handful of business owners starting in January, with 1:1 coaching designed to help you make your next $100K in a shorter time frame and with more clarity, confidence, and ease than ever before. 

Follow me here, or hop on my email list via the link below for more details in the coming weeks - applications open on December 1st.

xo,
Luisa

〰️

Hi friend 👋🏼 I'm Luisa! 

Founder of People First Finance Tax-ready books and tax filing for service businesses 

Co-Founder of Kindredly a Bay Area based community of delightful, self employed humans

🔔 Follow my Founder journey here on LI and sign up for my email series here 👉🏼 https://lnkd.in/eEAg3Rbi to learn allll the things your accountant never told you! 👀

Luisa Alberto

CEO and Founder of People First Finance | Co-Founder of Kindredly | Business and community builder

Something new is coming next week... 




If you're  a service professional, freelancer, consultant or agency owner who feels…

• Stuck
• Unfocused
• Uncertain
• Like you can’t make it past a certain revenue level
• Indecisive
• Decision fatigue
• Overstretched
• Burned out
• Like you should be making more money than you are
• Like you’re spinning in circles
• In your head a lot
• Like everything is “fine” but not awesome

... I made this for you 🤍

Announcement coming 11.10.25 ✌🏼

Be sure to follow me here, or even BETTER sign up for my weekly email series at the link below 👇🏼

〰️

Hi friend 👋🏼 I'm Luisa! 

Founder of People First Finance Tax-ready books and tax filing for service businesses 

Co-Founder of Kindredly a Bay Area based community of delightful, self employed humans

🔔 Follow my Founder journey here on LI and sign up for my email series here 👉🏼 https://lnkd.in/eEAg3Rbi to learn allll the things your accountant never told you! 👀

Open article: Women-Led Financial Services for Agency Owners & Service Providers — People First Finance by peoplefirstfinance.com

Women-Led Financial Services for Agency Owners & Service Providers — People First Finance

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