We educate & empower you with your business finances. Click to learn more about our CFO partnership and online bookkeeping services.
Turn your chore into something more
Because you shouldn’t have to worry about finances while doing what you love. That’s our job.
In 2023, it was reported that 92% of accountants aren’t future-ready. Uhh, excuse me? We’re thriving in the 8% because we’re constantly watching market trends, staying up-to-date on the latest technology, and we specialize in the online industry only. Welcome to a place where you can drop your worries and understand your reports because planning for your long-term success is all we know.
Prepping for the future has never been easier
book a call
“[Your bookkeeping] has made a huge positive impact on my life! With the clear picture of my business that Annie has helped me gain, I had the confidence to step back and take some time to focus on myself, knowing that the business can be sustained for the time being. As I'm back in a healthier place, I now feel ready and excited to jump into the holiday season with a clear understanding of where my business is because of Annie's great reports!”
- Reconciled accounts and organized books each month so you know where your money is going
- Simple monthly reports to see how your business is performing and any changes needed
- Slack access for high-end support and advice as needed
- Semiannual 1:1 calls to strategize, ask questions, and plan for the future
- Year-end review of your books while communicating with your tax preparer
- 12 month spend plan when we start working together so you can set goals, plan, and know exactly where your business is heading
Monthly Bookkeeping Service
Manage my books, please!
starting at $475 a month
Designed to make you hate business a little less, have more free time, and feel confident you’re growing where it counts. Whether you don’t know what you’re doing and need an expert or just need to outsource it off your plate, we’re here to help!
- Financial reporting is error-free, compliant, and prompt
- Determining the best course for utilizing resources about debt and equity for your biz
- Visual reports that help you understand where your money is coming from and where it’s going
- Monthly budgeting and cash flow forecasting so you can make strategic financial decisions and business investments to maximize profit and plan for the future
- Monthly Budget vs Actual report to ensure you're staying on track for your goals
- 1:1 CFO calls every month to discuss your budget, potential revenue changes, sales goals and milestones, and any issue that arise
- Savings & debt pay down plan so your money goes where you need it most
- Customized launch support to help you plan for needed revenue vs. cost of launch
- 1099 preparation and end-of-year filing
CFO Partnership
Be my CFO!
starting at $1200 a month
For the CEO who thinks large and means business, our virtual CFO services are the cornerstone of big money moves. We’ll handle your company’s current and previous financials and then make strategic investments or reallocate funds as needed. This service is highly customizable to your business based on your goals as a company.
- In-depth finance questionnaire
- 60-minute kick-off call to strategize
- CFO dashboard that includes your budget, cash flow forecasting, goal tracking
- 60-minute review call
- 4 weeks of Slack implementation support post-review call
CFO Intensive
Invest Now
$1500
Can’t invest in a CFO? Fuhgeddaboudit! With our CFO Intensive, we’ll create a CFO dashboard that includes your budget, cash flow forecasting, goal tracking, and more helpful action items. We’ll then hop on a 60-minute call to go over your dashboard.
- Direct access to the 1428 team via Slack for any questions or advice you need about your finances
- Monthly Group Calls with the membership community to learn from other service providers, receive unlimited support, and spark ideas you never thought of before
- Exclusive access to the ‘Resource Vault’ that includes a guide to bookkeeping basics, a list of tax write-offs to include, and a financial checklist to keep you on track
- 40% discount on 1-1 strategy calls with Annie
- (and pssst– we’re always adding new resources to the vault)
Backpocket Bookkeeper Membership
I need this support!
$97/month
We like to call this “the best of both worlds.” For the service provider who isn’t quite ready to let go of their books but wants the eyes of a professional on ‘em, the Backpocket Bookkeeper Membership gives you the support of a finance specialist while keeping you in the driver’s seat.
"I cannot recommend [1428 Financial] enough! My husband and I recently started an all-cash business, and the amount of stress I felt with tracking and managing the cash was overwhelming. Annie sent us a super easy to use spreadsheet that helps us track our income and expenses. Is it weird that I am excited to do our taxes now? It feels so good to be organized!"
Krista Beach
You’re unsure if you’re spending too much or not enough in your business (hellooo tax write-offs!)
You know how to do bookkeeping and feel like your finances are in a good place, buuuut need to spend your time on other things
Your biz is growing quickly and you can’t keep up (uh, YAY!)
Need to fire yourself?
When tax season rolls around you sweat like a sumo wrestler in a sauna
You need to save money for big purchases but don’t “feel like you have enough”
Our services are for you if:
You don’t know how third-party payment processors should be accounted for (i.e. Stripe, Dubsado, Honeybook, etc)
We put our expertise into gear and start managing everything for you! We’ll share your reports at the end of each month so you understand what’s happening in your business and we’ll be available to answer any questions or make changes as needed.
3. We work. You relax.
If we’re a good fit, you’ll sign a contract, pay your deposit, and then we’ll have you fill out a questionnaire and schedule a kick-off call. On the call, we’ll connect bank accounts, set up connections between the accounting software and any third-party apps, determine how you’ll see reports, and finalize the strategy to increase your profit and organize your books.
2. Secure your spot & strategize
Tell us where you’re struggling and we’ll tell you how we’ll crush it. We’ll chat about your goals, what’s going well for you and where you can improve. We’ll assess what service will be best for you and let you ask any questions you want, judgment-free.
1. Consult call
The Process
Common Questions
When to hire a bookkeeper?
It’ll be different for everyone, but generally, you should hire a bookkeeper when your business experiences growth and financial tasks become annoyingly time-consuming. If you find yourself spending too much time on transactions and financial management, we can step in and ensure accurate records while allowing you to focus on core business activities. This is especially crucial for tax compliance, financial insights, complex transactions, managing cash flow effectively, and preventing costly mistakes or accidental fraud.
What does a virtual CFO do
A virtual CFO (also known as a fractional CFO) is kinda like that one old guy in the office at your old job who only talked about budgets…but now that you’re an entrepreneur, we’re the cool, digital version of that. Instead of having a full-time finance executive in your office, you hire a virtual CFO when you need their expertise. They help with budgeting, planning, and understanding your business finances. They become your go-to person for smart money decisions and help you plan for your future through things like paying off debt, planning for certain large expenses, managing cash flow, etc. It's like having a financial expert on call without the full-time cost.
When to hire a CFO?
You should hire a CFO when your sales are increasing, you’re bringing in more revenue, and you have high cash flow but you’re unsure what to do with it. You’ll need one if you wanna make smarter financial decisions, know exactly when and who you can hire to grow more, and when you need a solid financial plan. They help with important money decisions, especially when your business is growing a lot, dealing with complex financial stuff, or planning for the future.
What kind of businesses do you work with?
We specialize in online service providers. These include professions such as brand and web designers, copywriters, creatives, marketing agencies, real estate pros, interior designers, health/wellness/fitness professionals, etc.
Can you teach me how to do my own bookkeeping?
While we don't do one-on-one training, we're here to support you while you do your books with resources like the Money Mapper and added support with the Back Pocket Bookkeeper Membership!
Will you replace my current CPA?
Nope. We will work with your CPA as needed, but they will focus on filing your tax return, while we will focus on preparing you for tax season and keeping everything balanced, flowing, and moving toward your long-term goals.
I have an accountant already. Why do I need a bookkeeper too?
An accountant focuses mostly on taxes, while a bookkeeper handles the day-to-day details, keeping your records accurate and ensuring you’re on track to meet all your money goals. We basically tag team, ensuring your finances are strong from both strategic and operational perspectives.
How much are bookkeeping services?
Our bookkeeping services start at $500 a month, but we will customize this to exactly what your business needs, so prices can vary.
Why outsource bookkeeping services?
Believe it or not, we can save you money! You also get access to specialized expertise and the ability to focus on core business activities without worrying about finances. Like, at all. We help you ensure accurate financial and strategic activity while letting you focus on other business aspects, watch Netflix, and relax.
What is included in bookkeeping services?
We get to have fun recording your financial transactions, reconciling your accounts, managing cash flow to plan for paying off debt and saving money, preparing financial statements, and ensuring the IRS can’t come after you for any mistakes! We’ll even provide you with insights so you can make informed decisions with your money and plan strategically.
Why do we use & love Xero?
While we have no hate for Quickbooks, Xero’s customer service is so dang good (and dare we say better than Quickbooks.) They integrate with third parties (Stripe, Dubsado, Square Shopify, etc.) well and they’re cheaper than Quickbooks which will save you money.
It’ll be different for everyone, but generally, you should hire a bookkeeper when your business experiences growth and financial tasks become annoyingly time-consuming. If you find yourself spending too much time on transactions and financial management, we can step in and ensure accurate records while allowing you to focus on core business activities. This is especially crucial for tax compliance, financial insights, complex transactions, managing cash flow effectively, and preventing costly mistakes or accidental fraud.
A virtual CFO (also known as a fractional CFO) is kinda like that one old guy in the office at your old job who only talked about budgets…but now that you’re an entrepreneur, we’re the cool, digital version of that. Instead of having a full-time finance executive in your office, you hire a virtual CFO when you need their expertise. They help with budgeting, planning, and understanding your business finances. They become your go-to person for smart money decisions and help you plan for your future through things like paying off debt, planning for certain large expenses, managing cash flow, etc. It's like having a financial expert on call without the full-time cost.
You should hire a CFO when your sales are increasing, you’re bringing in more revenue, and you have high cash flow but you’re unsure what to do with it. You’ll need one if you wanna make smarter financial decisions, know exactly when and who you can hire to grow more, and when you need a solid financial plan. They help with important money decisions, especially when your business is growing a lot, dealing with complex financial stuff, or planning for the future.
We specialize in online service providers. These include professions such as brand and web designers, copywriters, creatives, marketing agencies, real estate pros, interior designers, health/wellness/fitness professionals, etc.
While we don't do one-on-one training, we're here to support you while you do your books with resources like the Money Mapper and added support with the Back Pocket Bookkeeper Membership!
Nope. We will work with your CPA as needed, but they will focus on filing your tax return, while we will focus on preparing you for tax season and keeping everything balanced, flowing, and moving toward your long-term goals.
An accountant focuses mostly on taxes, while a bookkeeper handles the day-to-day details, keeping your records accurate and ensuring you’re on track to meet all your money goals. We basically tag team, ensuring your finances are strong from both strategic and operational perspectives.
Our bookkeeping services start at $450 a month, but we will customize this to exactly what your business needs, so prices can vary.
Believe it or not, we can save you money! You also get access to specialized expertise and the ability to focus on core business activities without worrying about finances. Like, at all. We help you ensure accurate financial and strategic activity while letting you focus on other business aspects, watch Netflix, and relax.
We get to have fun recording your financial transactions, reconciling your accounts, managing cash flow to plan for paying off debt and saving money, preparing financial statements, and ensuring the IRS can’t come after you for any mistakes! We’ll even provide you with insights so you can make informed decisions with your money and plan strategically.
While we have no hate for Quickbooks, Xero’s customer service is so dang good (and dare we say better than Quickbooks.) They integrate with third parties (Stripe, Dubsado, Square Shopify, etc.) well and they’re cheaper than Quickbooks which will save you money.
Why do we use & love Xero?
I have an accountant already. Why do I need a bookkeeper too?
What is included in bookkeeping services?
Why outsource bookkeeping services?
How much are bookkeeping services?
Will you replace my current CPA?
Can you teach me how to do my own bookkeeping?
What kind of businesses do you work with?
When to hire a CFO?
What does a virtual CFO do?
When to hire a bookkeeper?
Common Questions
Our Money Mapper will calculate your profit and loss for you, no math required. It’ll help you track your goals and plan for the future– all you have to do is simply fill it out.