CFO PARTNERSHIP
Your holistic financial partnership for strategic business growth
starting at $2,200/month
Your business is growing, and basic bookkeeping isn't cutting it anymore. You're tired of being reactive with your finances - scrambling to understand what happened last month instead of strategically planning for what's next.
You want to be proactive. You want to make data-driven decisions about investments, pricing, and growth. You want someone who understands your business deeply enough to help you plan for the future, not just record the past.
The problem? Most bookkeepers just hand you reports and walk away. They're not thinking strategically about your business goals or helping you use your numbers to actually grow.
YOU're ready to think bigger
Our CFO Partnership isn't just bookkeeping with a fancy name. We become your financial co-pilot, working alongside you to make strategic decisions that actually move the needle in your business.
We handle everything from your monthly books to tax planning, but more importantly, we help you understand what your numbers mean for your next big move. Should you hire that new team member? Is it time to raise your prices? How much can you invest in that course without derailing your cash flow?
We know because we're looking at your numbers through a strategic lens every single month.
Meet your strategic financial partner
- Monthly Strategy Calls - 1:1 CFO calls to discuss your budget, revenue changes, sales goals, and any financial decisions on your radar.
- Cash Flow Forecasting so you know exactly how much you'll have available for investments, team hires, and business moves months in advance.
- Budget vs Actual Reports to see exactly where you're on track and where you need to adjust to hit your goals.
- Pricing & Service Analysis where we'll dig into which services are most profitable and help you make strategic pricing decisions.
- Visual Financial Reports so you have clear, easy-to-understand reports that show you exactly where your money is coming from and where it's going.
- Tax Planning & Filing to get all your business finances handled under one roof. You get complete tax strategy and filing so you're never scrambling at tax time or paying more than necessary.
- Custom Tailored Solutions Your CFO package is built specifically around your business goals and challenges - you get exactly what you need, when you need it.
What's included in your cfo partnership?
Taking the leap to work with 1428 Financial was truly the best decision I could have made for my business! While I always felt confident in my ability to steer my business from a financial perspective, I have received SO much value and have gained more clarity than I thought was possible. Annie and team are quick to jump in for questions, take care of frustrating payroll or tax troubles, and have given me a sense of peace that allows me to do my job without financial stress tacked on. I have absolutely seen value and ROI from our partnership and I'd highly recommend them to anyone who doesn't yet have support for their small business!
-owner of Cheers creative
Results from our CFO Clients:
✓ Highest revenue month EVER
✓ 50% increase in revenue month over month
✓ 41% increase in cash on hand
✓ Successful transition to S Corp with strategic owner's pay
✓ Hiring new employees with confidence
✓ Complete peace of mind about finances
Grace
- Are generating $250k+ in annual revenue
- Want to make strategic, data-driven decisions
- Are tired of being reactive with their finances
- Want to plan proactively for growth and investments
- Need someone who understands online service businesses
- Value education and want to truly understand their numbers
- Want a one stop shop for their business finances
PERFECT FOR BUSINESS OWNERS WHO...
Limited spots available
We only take on a select number of CFO Partnership clients to ensure the highest level of strategic support. Book a call today to see if it's a good fit for your business.
Our CFO Partnership clients don't just get their books done - they get a strategic partner who helps them spend better, plan smarter, and grow more confidently. Because when you know and love your numbers, you can make the kind of bold decisions that actually move your business forward.
