0
Client Reviews
$450 to $
Monthly Fixed Fee
N/A
Minimum Annual Revenue
N/A
Minimum Annual Income
Are You Our Ideal Client?
We work best with people & businesses that fall into these categories.
Clients who would be a good fit
Our bread and butter is home service pros — remodeling, landscaping, plumbing, roofing, etc. If you’re in one of these industries and not confident in your numbers, we’ll help you nail down (haha, pun intended) your finances.
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
Preferred Industries
Client Type
Services Offered
Service Pricing
Monthly Fixed Fee
$450
Meeting Options
Video meetings
Email
Pie Financial's Tech Stack
About Pie Financial
Hi, I’m Sara, the owner of Pie Financial. We’re like your GC for the money side. We help home remodelers and service pros keep their finances solid so they can focus on the work, not the paperwork.
Whether it’s cleaning up the books or stepping in as your CFO, we’ll make sure you know what’s coming in, what’s going out, and how to keep more in your pocket.
Whether it’s cleaning up the books or stepping in as your CFO, we’ll make sure you know what’s coming in, what’s going out, and how to keep more in your pocket.
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.
You may be interested in:
4 Client Reviews
"Great! They took some really messy books, cleaned them up, did much better tax planning than my former accountant.
Before I was really stressed about my accounting. My I have a solid team and a system backing me up!"
Before I was really stressed about my accounting. My I have a solid team and a system backing me up!"
22 Client Reviews
"Chase was invaluable in providing me with the financial tools and information I needed to make a big decision for my company. It was helpful to see the numbers, but he went beyond that by guiding me through the potential outcomes and responding to all my “what-if” questions."
3 Client Reviews
"Excellent. We highly recommend working with the OLarry team."
Find & Connect with Accountants, Fractional CFOs, and Financial Advisors
Company
Professional Services
Help Guides
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.
