First Invest Inc
What we could verify
- Registered business?
- Not verified
- CPA license or firm permit?
- Not verified (searched the state board)
- Publishes prices?
- Not stated on its website
- Local or remote?
- Not stated on its website
- Software?
- Sage, Stripe
Who they say they serve: construction, real estate, property management (self-reported, from the firm's own website)
1 of 5 answered from a dated source.
Documents 4 of 5 core services.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | First Invest Inc | home page | |
| Website | https://www.firstinvestinc.com/ | home page | |
| Office locality | Cleveland, OH | home page | |
| Phone | +14409414156 | home page | |
| Offers bookkeeping | Documented: ...Oracle Net Suite Quick Books Sage Thomson Reuters CS Professional Suite Great Plains Bookkeeping (monthly) Financial Statement Analysis and Preparation (monthly) Financial Budget... | /accounting-services | |
| Monthly bookkeeping | Documented: ...6 above Add-On- (these are single services): Please contact me if you have questions! Monthly Bookkeeping (single company) Monthly Bookkeeping (for 3 to 10 separate intercompany... | /accounting-services | 8 pts (max 8) |
| AP / AR | Documented: ...other income, etc. Both forms are used to distinguish money flowing out of companies Accounts Payable. Is bookkeeping really important, can’t I just write whatever I want? Every... | /accounting-services | 4 pts (max 4) |
| Payroll coordination | Documented: ...(monthly) Financial Budget Preparation 1099 Misc./ 1099 NEC preparation and filings Payroll, Unemployment and Workers Compensation Filings Employee Hiring Packages Independent... | /accounting-services | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...Books Sage Thomson Reuters CS Professional Suite Great Plains Bookkeeping (monthly) Financial Statement Analysis and Preparation (monthly) Financial Budget Preparation 1099 Misc./... | /accounting-services | 6 pts (max 6) |
| Industries served (documented) | construction, real estate, property management | /about | 5 pts (max 5) |
| Software supported | Sage, Stripe | /accounting-services | 5 pts (max 5) |
| Working contact route verified | [email protected] (mail server found) | DNS check Third-party Sep 26, 2026 | 2 pts (max 2) |
Checked and not found
- Not documented. Checked 8 pages of the firm's own site on 2026-09-26 (Firm's own website): Catch-up / cleanup (0 pts, max 5); Local / remote model stated (0 pts, max 3); Pricing approach published (0 pts, max 6); What is included / excluded (0 pts, max 5); Onboarding described (0 pts, max 4); Reporting cadence stated (0 pts, max 4); Named contact / team (0 pts, max 3); Communication channel / process (0 pts, max 3); Privacy / data-handling page (0 pts, max 2).
- Not verified. Searched Ohio eLicense business licences, Accountancy Board firm registrations (DataOhio) for CPA firm records named 'First Invest Inc' on 2026-09-26: no matching record (State accountancy board): Active CPA firm or individual license (state board) (0 pts, max 8).
Searches that find nothing are not a mark against a firm. How we search.
Not verified (not checked yet, so each scores 0 and counts against coverage): Service area; Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6); Bookkeeping designation (AIPB/NACPB) or IRS directory credential (0 pts, max 6); Entity found in the state business registry (0 pts, max 6); Years operating (registry formation date) (0 pts, max 5).
Check it yourself on the state's own records: Accountancy Board of Ohio license search and business registry search.
- Working contact route verified: The email address the firm publishes is on a domain that accepts mail (MX record present).
Data limitations
- 20 of 22 evidenced items come from First Invest Inc's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
Is this your firm?
Claim this listing to correct a field with evidence, or report a correction. Claiming confirms ownership only; it does not change the score.