Piggy Banker
Piggy Banker
We are best in-class at financial reporting and modeling. We take the live numbers from your bookkeeping tool and turn them into digestible dashboards so clear that a second grader could understand them. Quickbooks (and other tools) reporting sucks and renders the data useless or confusing in many cases. Once we transform your financial tracking, we schedule a check-in cadence to analyze & help the CEO drive decisions from them.
FAQs:
- We either place our own bookkeeper or can work with your existing one.
- We either place a CPA of ours or can work with your existing one. (They will do the filing on your behalf).
- Accounting tools we work well with: Quickbooks, Xero, Puzzle, Netsuite.
- We do not execute the payroll / payables function.
FAQs:
- We either place our own bookkeeper or can work with your existing one.
- We either place a CPA of ours or can work with your existing one. (They will do the filing on your behalf).
- Accounting tools we work well with: Quickbooks, Xero, Puzzle, Netsuite.
- We do not execute the payroll / payables function.
Minimum Financial Requirements
Annual Income
No minimum required
Annual Revenue
No minimum required
Services Offered
Client Type
Clients who would be a good fit
We work best with people who are past the need for basic bookkeeping and want to understand their business's metrics on a deeper level.
We are industry agnostic but best paired with Agencies, SMB Owners, Solopreneurs, E-commerce, and SaaS.
Our services are flexible but the revenue ranges for our 2 primary client avatars range from $100k-$1M or $1M-$20M.
We are industry agnostic but best paired with Agencies, SMB Owners, Solopreneurs, E-commerce, and SaaS.
Our services are flexible but the revenue ranges for our 2 primary client avatars range from $100k-$1M or $1M-$20M.
Clients who wouldNOTbe a good fit
- Clients who just need bookkeeping and that's it. - Clients who need someone to run their payroll and receivables.
- Clients who use an obscure accounting tool or legacy system and are unwilling to switch.
- Clients who use an obscure accounting tool or legacy system and are unwilling to switch.
Disclaimer
Sam’s List is a platform that connects users with independent financial professionals, including accountants, bookkeepers, fractional CFOs, and financial advisors. Sam’s List does not provide, endorse, or guarantee any financial, accounting, or investment services. Some professionals on this platform participate in paid programs for additional visibility or leads. Users are responsible for conducting their own due diligence before engaging with any professional. Learn more in ourTerms of Service.
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Works with clients across the US
6 Client Reviews
Requirements:
$250,000 Minimum Revenue
White-Glove CPA Services for Solopreneurs (Ad Agencies, Consultants, Attorneys, and More) with $250K–$2M in Revenue
Advisory Services
Bookkeeping
Fractional CFO Services
Payroll Services
Tax Preparation
Budgeting & Forecasting
Cash Flow Management
Individual Tax Preparation
Tax Planning & Strategy
Specialities
Solopreneurs
SMB Owners
$1,700-Monthly
Find & Connect with Accountants, Fractional CFOs, and Financial Advisors
Sam’s List is a platform that connects users with independent accountants, bookkeepers, fractional CFOs, and financial advisors. We do not provide financial, investment, tax, or legal advice, nor do we recommend or endorse any specific professional. Some professionals participate in paid programs for additional visibility or leads. Users should independently verify any professional before engaging their services. Learn more in ourTerms of Service.
