# Who I Help: CPA Firms, CFOs, Fintech Founders, RIAs

> Custom finance tools for US CPA and bookkeeping firms, fractional CFOs, fintech founders and financial advisors. Problems solved, timelines and starting prices.

- **URL**: https://www.nocodetalks.co/who-i-help
- **Site**: Nocodetalks, a one-person product studio that builds finance tools for US accounting firms, CFOs and fintech founders
- **Contact**: ankur@nocodetalks.co
- **Free 30-minute audit**: https://cal.com/nocodetalks/quick-catchup-30-min

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# Finance tools for teams that keep the books.

Four kinds of US finance teams. Find yours.

Each page lists the problems I solve for that team, what I build, a real project as proof, and where to start.

Jump to your situation

1. [**CPA & bookkeeping firms** Finance automation for US CPA and bookkeeping firms.](https://www.nocodetalks.co/for/cpa-firms)
2. [**Fractional CFOs** Automation for US fractional CFOs running several clients.](https://www.nocodetalks.co/for/fractional-cfos)
3. [**Fintech & SaaS founders** Product builds for US fintech and SaaS founders.](https://www.nocodetalks.co/for/fintech-founders)
4. [**Financial advisors (RIAs)** Tools for US financial advisors and RIAs.](https://www.nocodetalks.co/for/financial-advisors)

01

## CPA & bookkeeping firms

Sounds like Categorizing the same kinds of transactions for every client, every month.

Finance automation for US CPA and bookkeeping firms.

[Full page for CPA firms](https://www.nocodetalks.co/for/cpa-firms)

| The problem                                        | What I build                                           |
| -------------------------------------------------- | ------------------------------------------------------ |
| Clients send PDFs instead of connecting bank feeds | Statement-to-books pipeline with a tie-out per account |
| Every client's QuickBooks is set up differently    | Bank rules and cleanup from each client's history      |
| Tax season is spent chasing documents              | Client document tracker with reminders                 |

02

## Fractional CFOs

Sounds like Rebuilding the same cash forecast for every client, every Monday.

Automation for US fractional CFOs running several clients.

[Full page for fractional CFOs](https://www.nocodetalks.co/for/fractional-cfos)

| The problem                                | What I build                                          |
| ------------------------------------------ | ----------------------------------------------------- |
| Rebuilding the 13-week forecast per client | Forecast from QuickBooks and Stripe, refreshed weekly |
| KPI packs assembled by hand                | Multi-entity KPI pack emailed every Monday            |
| Commentary written from scratch            | Budget vs actual with draft commentary                |

03

## Fintech & SaaS founders

Sounds like Needing a working product with real bank data before the next raise.

Product builds for US fintech and SaaS founders.

[Full page for fintech founders](https://www.nocodetalks.co/for/fintech-founders)

| The problem                          | What I build                                      |
| ------------------------------------ | ------------------------------------------------- |
| Need an MVP that links bank accounts | Plaid-connected product with proper data handling |
| Payments and ledgers don't reconcile | Stripe-to-ledger reconciliation and reporting     |
| Investors ask for runway and burn    | Live runway from Stripe and the books             |

04

## Financial advisors (RIAs)

Sounds like Pulling client reports from several custodian portals before every review.

Tools for US financial advisors and RIAs.

[Full page for financial advisors](https://www.nocodetalks.co/for/financial-advisors)

| The problem                         | What I build                               |
| ----------------------------------- | ------------------------------------------ |
| Custodian data in separate portals  | One portfolio dashboard across custodians  |
| Meeting prep takes hours per client | A prep pack per client before every review |
| Planning tools ignore real accounts | Planning tool with linked accounts         |

## Common questions.

Still unsure? Email ankur@nocodetalks.co.

How is a project priced?

Start with the free 30-minute audit. If you want to go ahead, you get a written scope with a fixed price and timeline before any work starts.

How long does a build take?

The five builds on the Work page took 1 to 3 months each to build. The audit gives you a timeline for yours.

How do you handle client data?

Least-access credentials, an NDA, and no client data in AI tools that train on it.

You're in India. How does that work with a US team?

My day overlaps US Eastern mornings and calls are booked in your time zone. Every week you get a status call and a written update, with a shared Slack channel to keep you posted in between.

Do I own the code?

Yes. Code, credentials and documentation are handed over at the end. Ongoing support is optional.

## Not sure which one you are?

Book the free audit: 30 minutes on your workflow, then the one problem worth solving first.

[Book the free audit ](https://cal.com/nocodetalks/quick-catchup-30-min)