Bookkeeping, tax, and CFO strategy under one roof—building the bridge between your numbers and the life you’re working for.
Bookkeeping, tax, and CFO strategy under one roof—building the bridge between your numbers and the life you’re working for.
I am by NO means a numbers gal and was long overdue for some help with my bookkeeping in my creative services business! Not only did Annie come in and make all the recommendations on what tech is ideal, how to do certain tasks that I've just been too scared to do, but she is so approachable. When I'm overall embarrassed to ask the questions, she is so easy to chat with and explains things in a way that I can understand! This brand and visual geek actually loves to look at my P&L now cause it's just looks so pretty!
Best investment in my business for sure!
"If you're thinking about hiring 1428 Financial for your business finances and bookkeeping... DO IT. I have loved every second of working with Annie. Not only did she take something that was daunting and confusing and turn it into perfection, she also is a joy to meet with and work with. Love having her on my team!!"
Our Cash Flow Forecaster allows you to plan out your cash flow daily, weekly, or monthly so you know exactly where your dollars are going. It will help you avoid cash shortages and plan for the future– all you have to do is simply fill it out. (P.S– it’s free!)
Many firms silo their services. We don’t. At 1428 Financial, we integrate your books, taxes, and financial strategy so everything talks to each other. No silos, no scrambling, no extra vendors. Just clarity, confidence, and partnership that give you freedom and joy in running your business.
Bookkeeping, tax, and CFO strategy under one roof for profitable growth, smart decisions, and the freedom and joy to focus on what matters most.
Compliance and clarity handled together—no surprises, no scrambling, just more time for your business and your life.
For the service provider who wants to know how their money is working (or not working) for them, needs a little more organization, and wants to be fully confident
with their transactions.
We’ll build a financial base that’s rock-solid, giving you the support to concentrate on growing your business. AND we’ll arm you with knowledge so you can feel confident with your money no matter what.
We've got your back on bookkeeping, tax, and strategy, making sure it's all good to go. So, when you need that loan, to tackle taxes, or wanna pay off debt, you're covered with accurate and available data – no worries! No matter what you’re bringing in, we’ll help you plan for anything that comes your way.
Because we manage every transaction, we’ll help you track your profit and loss and make necessary adjustments to keep more money flowing (mostly into your pocket!)
“I used to have no idea where to categorize my expenses, and now I feel like someone so knowledgeable is taking care of it and I have free time instead of researching, dwelling on each item, etc. It’s so nice to know that my numbers are clean! It was daunting to see every item and guess where it should go, and god-forbid I created a new category. I also feel like after working together for a year, I am able to formulate better questions that we can discuss. My expectations have absolutely been exceeded!”
“Before working with 1428 Financial, I had no idea what was happening with my money, like actually no idea. Taxes and 1099s were really hard. Now I feel SO much better and feel like this year I will have even a better grasp. Taxes are a breeze. Annie is so patient with my questions and my overwhelm is decreasing around finances!”
The bookkeeping services that I receive from 1428 Financial have helped alleviate stress in tracking, organizing, and allocating funds within my business. This gives me more time to focus on actually doing the work in my business and being able to enjoy being at home outside of work hours. Annie has always given me great guidance on any questions I have. She also motivates and encourages me with my ideas, which has made all the difference in structuring my business!