Recent Blog Posts

Business Financial Solutions

San Diego, CA

On Call 24/7 

Help You See the Big Picture  

Over 25 Years of Experience

Hours:

Request Lorem Epsom

Hero Request Form

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.

NOB

Why Choose Us

Black telephone handset icon with dashed circle and the number 24.

On Call

24/7

Icon depicting a magnifying glass over a bar graph with a calculator.

Help You See

the Big Picture 

Person icon with stars above head.

Over 25 Years

of Experience

Hand holding document with gear icon.

Free 

Proposals

Hand holding a coin with a dollar sign on it.

Save Money by 

Bundling Your Financial Needs

Black silhouette of two hands clasped in a handshake.

Get a True Partner, 

Not Just a Vendor 

Person using a calculator, with papers, a smartphone, and coins on a desk.

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.

A golden Bitcoin coin on a light blue surface.
A financial advisor reviewing documents with a couple at a desk.

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.

Woman shaking hands with another woman at a table; man watches. Indoors with paperwork.

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.
Person filling out tax forms with a calculator and pen on a desk.
Person's hands using a calculator, looking at papers with graphs and a laptop on a desk.
1791 Financial Services
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.

1791 Financial Services
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.

1791 Financial Services
Nationwide Financial Support
Get expert financial services for your business, no matter where you're located. Enjoy three months of free bookkeeping when you choose our merchant processing.
Contact us today for nationwide financial solutions!

Not valid with any other offers or promotions. Restrictions apply.

Must mention this coupon at the time of scheduling.

Black speech bubble with two horizontal lines inside.

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.