It is a structured business review designed to help business owners identify areas where financial leaks, vendor inefficiencies, or visibility gaps may exist.
— Business Financial Solutions
Business Financial Solutions for Owners Who Want to See the Bigger Picture
1791 Financial Services helps business owners identify hidden profit leaks, review financial blind spots, organize key business information, and take clearer next steps with advisor-guided support.
Identify hidden profit leaks inside your business
Organize documents for better financial visibility
Identify hidden profit leaks inside your business
Organize documents for better financial visibility
Streamline Your Business Finances
At 1791 Financial Services, we're dedicated to simplifying your business's financial landscape. With over 25 years of experience, we've honed our skills to provide comprehensive financial solutions tailored to your unique needs. Our certified financial planner understands the complexities of modern business finances and is committed to helping you navigate them with ease.
We're not just another financial service provider; we're your true partner in success. By offering a wide range of services under one roof, we help you save money and time. From bookkeeping to tax preparation, and from financial planning to merchant processing, we've got you covered. Our holistic approach allows you to see the big picture of your business finances, enabling you to make informed decisions that drive growth. Ready to take control of your business finances? Contact us today and discover how we can transform your financial future.
Why Choose Us
On Call
24/7
Over 25 Years
of Experience
Save Money by
Bundling Your Financial Needs
Help You See
the Big Picture
Free
Proposals
Get a True Partner,
Not Just a Vendor
Bookkeeping Services
Our bookkeeping services form the foundation of your financial success. We'll keep your records accurate and up-to-date, giving you peace of mind and freeing up your time to focus on what you do best - running your business. For new clients who sign up for our merchant processing services, we're offering three months of free bookkeeping to get you started on the right foot.
Cryptocurrency Services
As the financial world evolves, so do we. Our Cryptocurrency services simplify digital asset transactions for your business. We can help you accept crypto payments that settle to cash and deposit into your bank account, or you can keep the crypto in your own wallet for potential gains. We offer tailored solutions to enhance your operations.
Financial Planning
Our certified financial planner is here to help you chart a course for long-term success. We'll work with you to create a comprehensive financial plan that aligns with your business goals and personal aspirations. From cash flow management to retirement planning, we've got you covered.
Insurance Services
Protect your business and family with our tailored insurance solutions. We'll assess your risks and recommend the right coverage to safeguard your assets and operations. We work with the largest issuers in the country and our goal is to give you peace of mind, knowing your business is protected against unforeseen events.
Merchant Processing
Streamline your payment processes with our efficient merchant processing services. We offer competitive rates and cutting-edge technology to ensure smooth transactions for your business. Ask us about our rate matching policy - we're committed to providing you with the best value in the industry.
Tax Preparation
Take the stress out of tax season with our expert tax preparation services. Our team stays up-to-date with the latest tax laws and regulations to maximize your deductions and ensure compliance. We're available 24/7 for our clients, providing support whenever you need it.
Exit Planning and Strategy
We specialize in helping business owners navigate a successful exit by assessing business value, finding the right buyer, and creating a strategic roadmap for transition. With our focus on preparation, positioning, and smart planning, we ensure that you maximize your wealth and confidently move into your next chapter.
NEW BOOK + COMPANION RESOURCES
Stop Profit Leaks. Keep More of What Your Business Already Earns.
The 1791 Profit System gives business owners a practical framework for identifying where money may be leaking through merchant fees, insurance gaps, banking costs, subscriptions, disconnected vendors, poor reporting, and other overlooked areas.
The companion resource library gives readers access to worksheets, videos, case studies, and educational tools that help turn the book into action.
10+ downloadable worksheets
10+ useful training videos
10+ real-world case studies
Blog resources and educational articles
Link to schedule a consultation
Free Bookkeeping for 3 Months!
Sign up for our merchant processing services and receive three months of complimentary bookkeeping. Streamline your finances with 1791 Financial Services.
Call now to claim your
free bookkeeping offer!
Not valid with any other offers or promotions. Restrictions apply. Must mention this coupon at the time of scheduling.
Here's what our satisfied customers are
saying...
At 1791 Financial Services, we take pride in providing exceptional financial services to our customers. We would be grateful if you could share your thoughts about our business with others. Your feedback helps us improve and helps others make informed decisions. Please take a moment to leave a review of 1791 Financial Services and let others know what you think.
Learn more about
1791 Financial Services
Located in San Diego. 1791 Financial Services specializes in bookkeeping and financial planning. We believes small business owners should keep more of their hard-earned profits in their own pockets. On call 24/7. Help you see the big picture. Over 25 years of experience. Call today.
Common Questions
Frequently Asked Questions
No. The website and resources are for educational and consultation purposes only. Personalized recommendations should be discussed with qualified professionals.
It is for small business owners who want a clearer view of hidden costs, financial gaps, document organization, vendor issues, or business protection concerns.
No. The book is an additional educational resource, but business owners can request a review or consultation directly.
A member of the 1791 team will review your request and follow up with the next steps.
Yes, if you have been directed to do so by the team, use the secure document upload page.
Located in San Diego. 1791 Financial Services specializes in bookkeeping and financial planning. We believes small business owners should keep more of their hard-earned profits in their own pockets. On call 24/7. Help you see the big picture. Over 25 years of experience. Call today.
Visit Us
8274 Miramar Road
San Diego , CA 92126
Contact Us
(855) 645-8863
Business Hours
Monday - Friday | 9AM - 5PM
Saturday - Sunday | Closed
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