virtual bookkeeping for online service providers
We help you
A partnership where debt gets paid, time gets saved, and money gets made– all while you do whatever the heck you love.
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You no longer spend hours organizing your books, have a future plan based on what you make vs. what you spend, pay off your house, and finally have more energy to put back in your business. Plus, you could easily win a match against tax season in the ring. We’re kinda drooling over here.
POV: you’re tired of breaking even but don’t have time to strategize your finances and you find 1428 Financial
Around 60% of small business owners feel they don’t know enough when it comes to finances and accounting. The good news is: we get it. We work with countless businesses who don’t know the right steps to live how they wish OR they don’t have time to properly plan their finances because of, well, life. Here’s what we can do, plain and simple:
And that’s just the boring stuff!
We take the initiative so you don’t have to
- Track financial transactions for accurate, organized monthly reports that save you HOURS
- Manage invoices and help you track receipts, streamlining your billing process
- Reconcile bank statements, minimizing discrepancies that could land you in hot water (sayonara fear of audits)
- Help you plan for big expenses so you can purchase what you want no matter what you’re making
- Categorize expenses, showing you where your money is going (and maybeee where it should go instead to make you more money)
- Guide your business towards profitable decisions only
- Ensure you’re legally safe in all decisions, so you never second-guess yourself again
”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 better grasp. Taxes are a breeze. Annie is so patient with my questions and my overwhelm is decreasing around finances!”
"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!!"
Profit Increase:
Debt Paid Off:
hours Given Back:
Client stats (and counting)
Receipts crumbled at the bottom of your purse
You might need us if you use any of these accounting systems:
Your dad’s cold, mothball-smelling filing cabinet
A folder of bank statements
A haphazard updated Google Sheet
A chaotic note on your Notes app only you understand
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!)
Get Your Cash Flow Forecaster
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Before I hired 1428, I didn’t have time to dive into the financial world - I felt a little clueless as a creative trying to manage the finances of my business. These days, I love being able to focus on what I'm good at with a trusted person guiding me and helping manage the backend of my business! Honestly it's a great weight off of my shoulders not having to worry about that section of my business. I love having a trusted person that has real financial knowledge to tell me I'm doing things correctly haha! I feel more confident in where my business is actually at financially with you at my side. The team is wonderful to work with!
Emma Petersen, owner of Emma Petersen Photography
1428 Financial isn’t your typical finance agency. We’re not wearing cardigans, hand counting pennies, and writing down the total in our notepad. We’re a small business just like you that lives and breathes everything in the digital world– we know it like the back of our hand. This means we know exactly what you need to do to make the biggest impact, the most money, and plan for the fullest life on your terms.
We’re here to make your life easier, give you more time, and help you live in abundance in all areas. With a collective 22+ years of experience, our team teaches you what money tools to use, what expenses to drop, and where to put your money so you’re getting the highest profit possible.
Accounting is boring– we aren’t!
learn more about us
For the service provider who wants to manage their own books but have the help of a financial expert by their side.
Backpocket Bookkeeper Membership
For the business owner who has an influx of money and clients, wants to scale more, or needs to make superior financial decisions to be at the forefront of their industry.
CFO Partnership
Not ready to invest in a CFO partnership but still need some CFO-level help? This one’s for you!
CFO Intensive
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.
Monthly Bookkeeping
More info this way
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 manage your money without us if needed.
Your business booms
We've got your back on bookkeeping and accounting, making sure it's all good to go. So, when you need that loan, 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.
You’ll always stay ahead
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!)
Increased Profit
Here’s what it’s like to work with us
“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!”
"Seriously - Annie is amazing!"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 did 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 and 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! Annie holds me accountable and her CFO services are TOP notch too! This brand and visual geek actually loves to look at my P&L now cause it just looks so pretty! Best investment in my business for sure!”
“I had so many frustrations when it came to my business finances: Not knowing how to categorize, so much time spent trying to learn a new skill, spending triple the amount of time on bookkeeping than on other aspects of my business, not knowing all of the things I don't know! Now I feel SO. MUCH. BETTER. I still have a lot to learn but I at least have peace knowing that these things are being taken care of by someone I trust to do an amazing job. I’m so excited that I was able to pay off my debt with the help of Annie. I knew it would happen eventually but having someone that knows my numbers to reassure me that we were in a good spot really lifted a lot of the anxiety. She answered so many of my questions and I have always felt comfortable to ask them.”
