Piggy Banker
Book online
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.
Supported client types
Personal
Business
Specialties
Solopreneur
E-commerce Business Owner
High Net Worth Individual
SMB Owner
VC Funded
Ultra High Net Worth Individual
Franchise Owner
Real Estate Investor
Services
About Piggy Banker
Employees
-
Founding year
2020
Rate range
Monthly: $1,250 - $20,000
Location
Texas
Support
Dedicated staff for each client
Software
Proprietary software/platform, QuickBooks Online, Slack, Xero, Zoom
Enter your email to have the accountant's full profile sent directly to your inbox!
Clients who would be a good fit
Annual income
$100,000 - $500,000 $500,000 - $1,000,000
$1,000,000 - $5,000,000
$5,000,000 - $10,000,000
$10,000,000+
$1,000,000 - $5,000,000
$5,000,000 - $10,000,000
$10,000,000+
Annual revenue
$100,000 - $500,000 $500,000 - $1,000,000
$1,000,000 - $5,000,000
$5,000,000 - $10,000,000
$10,000,000+
$1,000,000 - $5,000,000
$5,000,000 - $10,000,000
$10,000,000+
Industry
Technology & Software Advertising & Marketing
Consulting & Professional Services
Finance & Legal
Retail & Ecommerce
Media & Entertainment
Transportation & Logistics
Real Estate & Construction
Consulting & Professional Services
Finance & Legal
Retail & Ecommerce
Media & Entertainment
Transportation & Logistics
Real Estate & Construction
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 would NOT be a good fit
Annual income
Less than $100,000
Annual revenue
Pre-revenue Less than $100,000
Industry
-
- 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.
Endorsements
No endorsement
Have something to say about Piggy Banker?
© 2024 Copyright Sam's List
