Today, we’d like to introduce you to Luisa Alberto. Luisa was introduced to us by the brilliant and talented Rachel Pereyra.
Luisa, can you walk us through your story – how you started and how you got to where you are today.
My journey into the world of finance started when I almost lost my housing when I was 6 months pregnant. I live in an expensive city, where affordable housing is limited. I realized that I would only feel secure knowing that I always had access to cash. At the time, I was in a mountain of debt and living paycheck to paycheck. I immersed myself in the world of personal and business finance and started my first business. 10 years later I am debt free, the CEO of a profitable agency and a net worth that grows exponentially year over year.
Please tell us more about your brand, People First Finance
We are a virtual financial services agency by women for women agency owners and service providers. Our offer suite is simple and includes a curated mix of accounting, advisory services, tax and back office support. We have created an experience that enables our clients to achieve financial clarity and stability as they scale beyond $500K in annual revenue. I am most proud of our dedication to meet clients where they are, and deliver on the promises we make.
So, as we mentioned to our audience earlier, you were introduced to us by Rachel Pereyra and Mastermind Business Services and we really admire them and what they’ve built. For folks who might not be as familiar, can you tell them a bit about your experience with Mastermind Business Services.
Rachel changed the trajectory of my business. We were members of a community for entrepreneurs, and were introduced by a peer. As a People and Operations expert, she was able to advise on elegant solutions to some pretty complex challenges. She was literally by my side when I had to unexpectedly let my key employee go in a 24 hour period. She was then able to help me identify my next key hires and literally ran the entire hiring process from reviewing applications to scheduling initial interviews. She helped me secure two remarkable employees who have helped us double our revenue in less than 6 months. She also helped me implement a system for identifying and tracking our company Objectives and Key Results. Everyone on our team knows what your goals and priorities are, and how their work directly related to our success. She also helped us streamline internal communications and how we use our tech stack. She was instrumental to our success at a critical moment and I will continue to reap the benefits for years to come.
Website: https://peoplefirstfinance.com/
Instagram: https://www.instagram.com/peoplefirstfinance/
Linkedin: https://www.linkedin.com/in/luisaalberto/
Facebook: https://www.facebook.com/peoplefirstfinance
Image Credits
Emilie Bers
