Integrated finance, payments and bookkeeping support for small businesses.
Estimated regulated-industry mix
1791 Financial Services combines bookkeeping, financial planning, tax preparation, insurance, merchant processing and crypto-payment support for U.S. small-business owners. The company is headquartered in San Diego, California, United States. Its team brings together expertise in Bookkeeping, Reporting, Financial Planning, Cash Flow, Tax Preparation, and Tax Strategy to support clients through structuring, licensing, implementation, compliance, and ongoing administration.
John Alduenda is a Certified Financial Planner and entrepreneur who founded 1791 Financial Services to provide integrated financial guidance to small-business owners.
Camille Patterson leads the bookkeeping division and supports financial reporting, accounting process improvement and client financial visibility.
Grace Dio works with entrepreneurs on cash flow, risk management, business planning and sustainable financial growth.
Elaine Bajade supports client onboarding and helps business owners navigate the firm's financial services.
Pricing is tailored to scope, transaction volume, jurisdiction, complexity and delivery model.
Recurring transaction recording, reconciliation and financial organization for small businesses.
Pricing is tailored to scope, transaction volume, jurisdiction, complexity and delivery model.
Pricing may vary by scope, market, media spend, and third-party costs. Data was sourced from public materials or confirmed by the vendor.
Businesses were paying avoidable processing costs through inefficient pricing, routing and payment configurations.
The firm reports that many clients save between $10,000 and $25,000 or more per year.
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