Business finance has never been so simple.
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.
We offer fractional CFO services designed so digestible that a 2nd grader could understand them.
Fina.xyz
RG LLC
LenderPortal
AlterCall
ImpactOps
Fina.xyz
RG LLC
LenderPortal
AlterCall
ImpactOps
Fina.xyz
RG LLC
LenderPortal
AlterCall
ImpactOps
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.
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
Top 1% of my class In Finance
Top 1% of my class In Finance
Experience across SaaS, E-comm, agencies, & service based businesses
Experience across SaaS, E-comm, agencies, & service based businesses
Experience across SaaS, E-comm, agencies, & service based businesses
Team of seasoned Bookkeepers, Financial Planning & Analysis Experts, Mergers & Acquisitions Specialists, & CFO's
Team of seasoned Bookkeepers, Financial Planning & Analysis Experts, Mergers & Acquisitions Specialists, & CFO's
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.
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.
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.
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.
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.
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.
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.
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
"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
"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.