bookkeeping, tax, and CFO help for startups and small businesses


Let us make your life easier


We love to help get your accounting software to match your bank statements. We can do it on a short term project basis or as long as you need us.

Cash Flow Forecasting

Models to help you value your company and make strategic decisions about when to hire new employees or how much to spend on marketing.


We are ready to help you with any of your accounting needs from Chart of Accounts Setup to filing your taxes.


Our management consulting, startup, and corporate finance skills makes us a great partner to help with other issues your company is facing. We would love to hear about any issues you are facing.


We can help with 1099’s, company and personal taxes, and tax consulting to minimize taxes.


We love numbers and we love helping businesses

I always loved numbers - my favorite classes in high school were algebra and calculus and I scored a perfect score on the math section of the ACT. I received my BS degree in Mechanical Engineering from Duke University in 2002. Upon graduation, I worked for six years as a management consultant at Accenture. Once I decided to leave the world of consulting, I moved onto corporate finance, and worked for Cricket's finance department for four years, eventually being promoted to Director of Finance. I am passionate about startups and founded 3 while I was working at Accenture and Cricket. I left Cricket in 2014 and founded two companies including Finance Pals in 2015. Everything seems to have come together perfectly and now I can truly follow my passion of helping startups and small business with their finances.

  • Part Time CFO

    We can handle all of your finance needs on a part time or interim basis

  • Project Based

    We can help you with big decisions like determining when to hire new employees or creating new reporting such as profit margin by service line

  • Part time bookkeeping

    We are much cheaper than hiring a full time bookkeeper and make a lot less mistakes than hiring your own part time employee

  • Financial Modeling

    Once we understand your books we often find customers that need to be billed and multiple savings opportunities. This is where we go above and beyond to make sure your business is successful.


We have startup and finance experience!
Uploaded image

Paul Heffner

Paul works to help startups with any of their financial needs. His specialities are forecasting, budgeting, business strategy, bookkeeping, monthly reporting to bank or board, variance analysis, sensitivity and segmentation analysis. He has founded 5 startups from oil and gas to makeup.
Uploaded image

Jessie (Gray) Dalton

Manager Accounting and Bookkeeping
Jessie has audting experience from working at Ernst & Young and other auditing companies. She is also co-owner of her own startup Guidester, that provides custom travel guides
Uploaded image

Jamie Murphy

VP Marketing
Jamie helps people learn about Finance Pals. She previously worked as a VP of Creative Programs and has extensive marketing experience.
Uploaded image

Ron Abbott

VP Financial Planning & Analysis
10 years as Sr Director of Finance at First Data and owns seedstock brewery
Uploaded image

Corey Elliott

Marketing and Bookkeeping
Corey is a hustler and helps us wherever we need it. She currently splits her time between marketing and bookkeeping.
Uploaded image

Darlene Hartmann, CPA

Accounting Consultant
Darlene worked for PwC and various consulting positions. She is also a Pilates instructor :)
Uploaded image

Keith Blesch

Sr Manager FP&A
Keith is an expert at excel and financial modeling when he is not coaching or participating in Cross Fit


Latest news

Get in touch