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8228 Financial Services

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Who We Serve

At 8228 Financial Services, we partner with founders, operators, and investors who are building the future.

© 2025 made by 8228 Financial Services

Ready to Build Financial Strength?

Your business deserves more than basic bookkeeping.

You deserve a financial partner who helps you grow, scale, and succeed.

At 8228, we deliver the leadership and expertise you need — on your terms.

Let’s build a stronger financial future together.

Get Started

Why Clients Choose 8228

At 8228, we’re different — and that’s by design.

We’re not just another outsourced bookkeeping or CFO service.

 

We’re a partner invested in your success.

Cost Efficiency

Get experienced financial leadership without the full-time executive salary.

Scalability

Our services grow with you — from basic bookkeeping to full strategic CFO support.

Strategic Insights

We bring proactive, data-driven strategies to help you move faster and smarter.

M&A and Fundraising Support

Preparing for a raise or an exit? You need more than clean books — you need a financial story investors believe in.

 

We assist with financial preparation for data rooms, support investor Q&A, and provide valuation guidance based on public and private market comparisons. We’ll help you present your financials in a way that builds trust and drives action.

What this means for you:

  • Readiness for investor and buyer scrutiny
     

  • Higher confidence and credibility in negotiations
     

  • Expert financial support throughout the process

Team meeting

Your financial strategy should fuel — not frustrate — your growth. At 8228, we help you align your financial systems with your business objectives, offering leadership that looks beyond the numbers.

 

We assist with budgeting, forecasting, cash flow management, and setting clear KPIs that actually drive business decisions. We also manage key investor and lender relationships, preparing you for every conversation with clarity and confidence.

 

What this means for you:
 

  • Clear financial plans that support your goals
     

  • Smart cash management for growth
     

  • Stronger relationships with investors and lenders

Strategic Financial Leadership

Business Meeting
Discuss reports

Financial Reporting & Analysis

Numbers tell a story. We make sure you understand it.

Our team delivers timely and accurate monthly, quarterly, and annual financial statements. But we don’t stop at reports — we provide variance analyses and deep insights, helping you spot opportunities, mitigate risks, and stay compliant with tax and regulatory requirements.

What this means for you:
 

  • Financial clarity for better decision-making
     

  • Early detection of risks and opportunities
     

  • Full tax and regulatory compliance support

How We Help

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Financial Partnership for Growing Businesses

At 8228, we believe great businesses are built on strong financial foundations. Whether you’re just getting started, scaling rapidly, or preparing for a major milestone, our financial services provide the leadership, clarity, and insight you need — without the cost of a full-time CFO.
 

We’re here to be your trusted partner, giving you financial confidence so you can focus on what you do best: building your business.

Operational Finance Support

Behind every thriving company is a strong financial operation. We help design and implement internal controls, review and optimize accounting processes, and support the integration of financial systems as your needs evolve.
 

Whether you’re growing quickly or simply want better visibility, we ensure your operational finance systems are efficient, scalable, and built for the future.

What this means for you:

  • Reliable, accurate financial operations
     

  • Streamlined processes that scale with you
     

  • Reduced risk through better internal controls

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Lead presentations during meetings
Financial Analyst

Bookkeeping & Payroll Management

Solid bookkeeping isn’t just about reconciling numbers — it’s about creating a reliable, real-time view of your business health.

We manage your transaction recording, reconciliations, accounts payable/receivable, and payroll coordination, so you always have a clear picture of where you stand.

What this means for you:

  • Up-to-date financials you can trust
     

  • Stress-free payroll and compliance
     

  • More time back to focus on your business

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Project-Based Services

Sometimes you need help that doesn’t fit neatly into a box. We offer project-based financial support on an hourly basis for initiatives such as financial system implementations, fundraising support, acquisition due diligence, and more.

What this means for you:

  • On-demand expertise for special projects
     

  • No long-term commitments
     

  • Deep, flexible financial support when you need it

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