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Pie Financial | Accounts Payable/Receivable , Budgeting & Forecasting, Cash Flow Management

Pie Financial

FOUNDING YEAR
2021
NUMBER OF EMPLOYEES
2 - 5 employees
CREDENTIALS
CPA
LOCATION
-
SUPPORT
Dedicated Staff
SOFTWARE
Pie Financial
At Pie Financial, we specialize in bookkeeping for creative entrepreneurs, agency owners, and right-brained business badasses who want to grow without getting buried in the back end. No jargon. No judgment. Just clear, accurate numbers you can actually use to make smart decisions.

Clients who would be a good fit

agencies, consultants, creatives

Clients who wouldNOTbe a good fit

retail, non-profits, restaurants

Minimum Financial Requirements

Annual Income
No minimum required
Annual Revenue
No minimum required

Client Specialties

Client Type

Services Offered

Service Pricing

Monthly Fixed Fee
$400
Quarterly Fixed Fee
$225

Meeting Options

Video meetings
Email
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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3 Client Reviews

"Jeremy and his team have been my go to firm for over 6 years. I have been delighted with quick results, very responsive answers to my questions and have even been educated when needed. This firm cares about your taxes 365 days a year and does a great job of tax planning and preparation so tax day is not a dreaded experience. I need my complex corporate taxes and personal taxes handled by a knowledgeable, tax oriented team of professionals, and this team is the best."
Sam’s List is a directory for exploring accountants, bookkeepers, fractional CFOs, financial advisors, and wealth managers. 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.
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