1428 Financial

Your one-stop financial partner for service providers

Bookkeeping service (show on map)

5.0

★★★★★

5 reviews

Bookkeeping, tax, and CFO strategy under one roof—building the bridge between your numbers and the life you’re working for.

Call (817) 213-6585

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About

At 1428 Financial, we help service-based CEOs like you finally feel confident in your numbers—freeing you to focus on the business and life you’re building with more ease and joy. We integrate your books, taxes, and financial strategy so everything talks to each other, eliminating silos and scrambling, and providing clarity, confidence, and partnership that give you freedom and joy in running your business.

Integrated bookkeeping, tax, and CFO strategy under one roof

Focus on clarity, confidence, and joy in financial management

Tailored financial systems for service providers

Services

Bookkeeping

Comprehensive monthly bookkeeping tailored for service providers, ensuring accurate and organized financial records.

Daily, weekly, or monthly cash flow forecasting Integration of accounting systems Organized receipt management

Tax Services

Strategic tax planning and compliance for service providers, ensuring optimized tax outcomes.

Year-end tax planning checklist Compliance and clarity handling Tax strategy integration with bookkeeping

CFO Strategy

Strategic financial planning and advisory services to drive profitable growth and smart decision-making.

Profit increase analysis Debt management and payoff strategies Hours given back through automation

Credentials & Certifications

Certified Public Accountant (CPA)

Since 2020

Certified Bookkeeper

Since 2018

Reviews

Rating

★★★★★

Reviews

"Annie and the 1428 team provide exceptional service."

Frequently Asked Questions

What is the difference between profits and sales? +

Profits are the financial gain remaining after all expenses and costs are deducted from total sales revenue. Sales represent the total revenue generated from goods or services sold.

How can automation and AI tools improve bookkeeping? +

Automation and AI tools streamline repetitive tasks such as data entry, categorization of expenses, and reconciliation, reducing errors and saving time, allowing bookkeepers to focus on strategic financial planning.

When should I pay myself as a business owner? +

You should pay yourself once your business has sufficient cash flow to cover operational expenses, taxes, and savings goals, ensuring financial stability while rewarding your efforts.

What is year-end tax planning? +

Year-end tax planning involves reviewing financial activities throughout the year to optimize tax liabilities, ensuring compliance and maximizing deductions and credits before filing tax returns.

How does integrated bookkeeping and tax services benefit my business? +

Integrated bookkeeping and tax services ensure seamless communication between financial records and tax filings, reducing errors, saving time, and providing a holistic view of financial health.

What signs indicate my business finances need professional help? +

Signs include disorganized financial records, frequent tax issues, difficulty understanding cash flow, and lack of strategic financial planning, all of which suggest the need for professional financial oversight.