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.
Business finance has never been so simple.
Your finance function on autopilot
We offer fractional CFO services designed so digestible that a 2nd grader could understand them.
- RG LLC
- LenderPortal
- AlterCall
- ImpactOps
- Fina.xyz
Features
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.
Custom Financials
We will craft a completely custom financial hub with personalized PNL's and models that suit your business.
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 callHow it 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.
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.
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.
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.
The team
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.
- 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
Pricing
Simple Pricing
With flexible options that cater to every step in your business journey.
The Basic Plan
$4,940per 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 security consulting from former special agents.
The Growth Plan
$9,880per 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 security consulting from former special agents.
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.
Rather run it yourself?
Piggy Banker software connects to your books and builds forecasts, reports, and dashboards when you ask in plain English. It's the same software our CFO team uses.
Clients
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.”
NoahAgency 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 :).”
JordanSaaS Founder“I could probably manage my books myself, but having a CFO level expert on my team for a fraction of the price has been 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).”
NickRental 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.”
JessePrivate Equity FounderWhat if I already have bookkeeping in place?
No worries! If you're comfortable with your bookkeeping solution we can generate fully custom financial reports based on them so long as it's with a service / source we can trust. We also have recommended software and vendors if needed and we are happy to overhaul your solution if need be later on.
What does "custom" financial plans mean?
I'll list one quick example. Most income statements ('Profit and Loss' statements) are auto-generated from some bookkeeping service like quickbooks. They are mostly useless and confusing in my experience. Most businesses need some customization, clean up work, and a unique tailoring to fit the model the business owner is trying to run. With a custom income statement you can make much better decisions and have a more detailed understanding of your company.
Do you file taxes at the end of the year?
As of right now we do not file your taxes; however, we have partners in this area which can help us do this :). You can rest assured that you will be fully ready to file and the handoff is very smooth!
Is my data safe?
Yes! We maintain a READ-ONLY access to any financial data for both bookkeeping and financial modeling. We give you full permissions to remove us at any time and preserve the work we have done. We also have no ability to access any financial accounts, only see the transactional level data coming from them for accounting purposes.
Can I cancel anytime?
Yes, you can cancel anytime and we are always happy to help the handoff to any other solution or internal finance department. We are always here to help no matter what stage of growth!
