Piggy Banker

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Piggy Banker

Piggy Banker

Grow your business without the stress

Grow your business without the stress

We function as your in-house finance department to help drive important decisions, stay compliant, and grow the bottom line.

Clean Bookkeeping

Clean Bookkeeping

We will help structure and set up your bookkeeping as well as give you custom monthly financial reports. Discounted rates & add ons for catch-ups.

Custom Financials

Custom Financials

We will craft a completely custom financial hub with personalized PNL's and models that suit your business.

Monthly Reports

Monthly Reports

We schedule a regular reporting cadence to close the books, review transactions, and make adjustments as needed.

Planning & Analysis

Tracking historicals is a must. We go above and beyond to create forward looking financial models to help drive decisions for the business. This includes things like cashflow management & assisted KPI setting.

CFO Level Support

We pride ourselves on helping business owners UNDERSTAND their financials to feel empowered to make the big decisions. We are available to support evaluating different paths as well as for acquisition / exit assistance.

Book a call

How it all works

How it all works

Our goal is to make your life simple; this means creating a streamlined financial process that is unique, predictable, and easy to understand.

1

1

Takeover the bookkeeping

Takeover the bookkeeping

We help structure the chart of accounts and the bookkeeping process in a way that is scalable & advantageous to the business longterm.

We help structure the chart of accounts and the bookkeeping process in a way that is scalable & advantageous to the business longterm.

2

2

Create fully custom reports

Create fully custom reports

We work individually with the C-Suite to determine their preferences for reporting & align on a dashboard / reporting structure that MAKES SENSE to them.

We work individually with the C-Suite to determine their preferences for reporting & align on a dashboard / reporting structure that MAKES SENSE to them.

3

3

Schedule check-in cadence

Schedule check-in cadence

We schedule the optimal check-in cadence to ensure books are closed in a timely manner and that all financial reporting & monitoring is up to date to be utilized at any time. Major decisions rely on accurate data.

We schedule the optimal check-in cadence to ensure books are closed in a timely manner and that all financial reporting & monitoring is up to date to be utilized at any time. Major decisions rely on accurate data.

The People Behind The Magic

The People Behind The Magic

Hi, I'm Clay - I'm the founder! After having an extensive educational background in finance, I realized that my business finances still felt complicated. I've since set out on a journey to make understanding the numbers SIMPLE so that business owners can focus on what matters most…growing their companies.

Hi, I'm Clay - I'm the founder! After having an extensive educational background in finance, I realized that my business finances still felt complicated. I've since set out on a journey to make understanding the numbers SIMPLE so that business owners can focus on what matters most…growing their companies.

Top 1% of my class In Finance

Experience across SaaS, E-comm, agencies, & service based businesses

Team of seasoned Bookkeepers, Financial Planning & Analysis Experts, Mergers & Acquisitions Specialists, & CFO's

Simple Pricing

Simple Pricing

With flexible options that cater to every step in your business journey.

The Basic Plan

$4,940

/month

For those with common financial reporting needs.

Monthly bookkeeping (books closed monthly)

Personalized chart of accounts setup

Custom income statement (Profit & Loss)

Cash flow forecasting model

Streamlined financial infrastructure

Monthly checkin cadence & reporting analysis

End of year tax handoff for filing

On demand CFO level support

Add On Services:

Year-to-date bookkeeping catchup

Acquisitions / Investor data room preparation

Detailed background checks, security audits, and secuirty consulting from former special agents.

Get started now

The Growth Plan

$9,880

/month

For those with more than $100,000 monthly spend.

Monthly bookkeeping (books closed weekly)

Personalized chart of accounts setup

Custom income statement (Profit & Loss)

Fully custom financial models (forward + historical)

Personalized financial infrastructure

Monthly checkin cadence & reporting analysis

End of year tax handoff for filing

24/7 CFO level support

Add On Services:

Year-to-date bookkeeping catchup

Acquisitions / Investor data room preparation

Detailed background checks, security audits, and secuirty consulting from former special agents.

Get started now

The Basic Plan

$4,940

/month

For those with common financial reporting needs.

Monthly bookkeeping (books closed monthly)

Personalized chart of accounts setup

Custom income statement (Profit & Loss)

Cash flow forecasting model

Streamlined financial infrastructure

Monthly checkin cadence & reporting analysis

End of year tax handoff for filing

On demand CFO level support

Add On Services:

Year-to-date bookkeeping catchup

Acquisitions / Investor data room preparation

Detailed background checks, security audits, and secuirty consulting from former special agents.

Get started now

The Growth Plan

$9,880

/month

For those with more than $100,000 monthly spend.

Monthly bookkeeping (books closed weekly)

Personalized chart of accounts setup

Custom income statement (Profit & Loss)

Fully custom financial models (forward + historical)

Personalized financial infrastructure

Monthly checkin cadence & reporting analysis

End of year tax handoff for filing

24/7 CFO level support

Add On Services:

Year-to-date bookkeeping catchup

Acquisitions / Investor data room preparation

Detailed background checks, security audits, and secuirty consulting from former special agents.

Get started now

The Basic Plan

$4,940

/month

For those with common financial reporting needs.

Monthly bookkeeping (books closed monthly)

Personalized chart of accounts setup

Custom income statement (Profit & Loss)

Cash flow forecasting model

Streamlined financial infrastructure

Monthly checkin cadence & reporting analysis

End of year tax handoff for filing

On demand CFO level support

Add On Services:

Year-to-date bookkeeping catchup

Acquisitions / Investor data room preparation

Detailed background checks, security audits, and secuirty consulting from former special agents.

Get started now

The Growth Plan

$9,880

/month

For those with more than $100,000 monthly spend.

Monthly bookkeeping (books closed weekly)

Personalized chart of accounts setup

Custom income statement (Profit & Loss)

Fully custom financial models (forward + historical)

Personalized financial infrastructure

Monthly checkin cadence & reporting analysis

End of year tax handoff for filing

24/7 CFO level support

Add On Services:

Year-to-date bookkeeping catchup

Acquisitions / Investor data room preparation

Detailed background checks, security audits, and secuirty consulting from former special agents.

Get started now

Custom Plans

We offer a-la-carte custom plans depending on the stage of your business to help fit the mold.
Reach out to us and we will see how we can assist.

We offer a-la-carte custom plans depending on the stage of your business to help fit the mold.
Reach out to us and we will see how we can assist.

Book a call

What the people are saying…

What the people are saying…

  • "I've never been a big numbers guy. I lean towards the creative side so having a financial partner to manage that area of the business has made a huge impact. I no longer stress about compliance or how we're doing."

    Noah

    Agency Founder

  • "We have ambitious growth goals and we needed someone who could scale with us. Clay & his team have given us a system and financial discipline to follow that the whole team understands. We can now make decisions confidently based on accurate data. I don't want to share them with you all :)."

    Jordan

    SaaS Founder

  • "I could probably manage my books myself, but having a CFO level expert on my team for a fraction of the price has beens a BIG advantage & pointed out countless blindspots. I will likely never run another business in the future without personalized financials (even at the early stages)."

    Nick

    Rental Business

  • "We have manual processes within our bookkeeping process that need outsourced. We also have complication due to managing multiple companies. These have been an issue with every vendor historically besides Clay & his team."

    Jesse

    Private Equity Founder

Frequently asked questions

Frequently asked questions

If you have any further questions, feel free to book a call with us.

What if I already have bookkeeping in place?

What does "custom" financial plans mean?

Do you file taxes at the end of the year?

Is my data safe?

Can I cancel anytime?

Get organized and make more money.

Meet the new standard in finance.

Meet the new standard in finance.

Get started

Get started