but it's not the whole story.

MONEY MATTERS

At 1428 Financial, we believe numbers should do more than keep you compliant—they should give you clarity in your business, confidence in your decisions, and freedom and joy in your life.

We’re here to be your one-stop financial partner, handling bookkeeping, tax, and CFO strategy under one roof—so you can stop scrambling and start scaling with peace of mind.

“For which of you, desiring to build a tower, does not first sit down and count the cost, whether he has enough to complete it?”

LUKE 14:28

We believe financial stewardship is about more than money. It’s about building wisely, leading with intention, and creating a life that feels truly rich—beyond money.

Assets  we  live  by

STEWARDSHIP

We believe wise planning is at the heart of strong businesses. We help you count the cost, plan ahead, and build with intention.

CLARITY

Numbers shouldn’t feel like a foreign language. We translate complex financials into plain language so you always know where you stand.

CONFIDENCE

Reports are nothing without strategy. We give you the tools and insights to make data-driven decisions without second-guessing.

FREEDOM & JOY

Finances aren’t just about compliance or profit—they’re about creating space in your life to do more of what you love.

APPROACHABILITY

We meet you where you are. No intimidation, no judgment—just partnership and support.

Our Team

meet

Sydney

I'm the sometimes blunt, mostly crunchy, slightly particular CEO & Founder of 1428 Financial with over 11 years in accounting. But don't worry - I'm not here to bore you with spreadsheets and numbers (well, too much.) Bookkeeping kept falling in my lap throughout college and my early career - from office administrator to staff accountant. I started to think "Okay, God. Clearly I have a gift you want me to use."

After seeing how many people I helped in those years, I knew I had to form my own business to help more people feel comfortable with their money decisions. My job has allowed me to see complete 180s in people who walk through my virtual doors. From stressed to relieved. From worried to confident. From annoyed to relaxed. It's why our virtual bookkeepers exist: so you can give up the pesky, little things to focus on the meaningful, important things.

annie

founder + CEO

Carley

Elisabeth

Our Team

meet

Annie

I have a love for numbers and a knack for untangling financial puzzles, so naturally I became a bookkeeper. After getting my bachelor’s and master’s degrees, I've spent the last 3 years helping all sorts of businesses get their books in order. My approach? I dig deep into the details. If something doesn't add up, I work until I find the answer. I enjoy transforming financial confusion into clarity, helping our clients see the full picture of their business health. To me, bookkeeping isn't just about balancing the books – it's about building a strong financial foundation for your business to thrive. 

CARLEY

lead bookkeeper

Elisabeth

Sydney

Our Team

meet

Annie

Carley

Sydney

I'm Elisabeth, a bookkeeper who brings banking experience and a passion for financial education to the table. After graduating from Texas Christian University with a focus in Accounting, I started my journey at JP Morgan Chase where I honed my skills in financial analysis. Since then, I've worked with businesses across various industries, from wealth management to real estate and hospitality. I believe in continuous learning and adapting to each client's unique needs. I love helping people feel empowered and confident about their finances, breaking down complex concepts into actionable insights. To me, bookkeeping is about building partnerships that help business owners succeed.

elisabeth

bookkeeper

Our Team

meet

I'm a graphic designer by trade who brings six years of marketing and administrative expertise to the team. I discovered my passion for working with small businesses during my studies, quickly realizing I have a knack for helping entrepreneurs gain brand awareness and market themselves in visually compelling ways. My design background gives me a unique perspective on creating content that not only looks great but actually converts.

SYdney

marketing + Admin assistant

Elisabeth

Carley

Annie

Every day feels like payday when you know how to handle your money 

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