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.
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.
We can handle all of your finance needs on a part time or interim basis
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
We are much cheaper than hiring a full time bookkeeper and make a lot less mistakes than hiring your own part time employee
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.
There continues to be a lot of conflicting information regarding the different programs associated with the CARES Act. We will continue to update this post as we find out more however this money is coming in or has already come in and needs to be accounted for immediately so we wanted to share some of Read more about How to Account for CARES Act Money – PPP and EID, Loans, Grants, Advances[…]
In this video I explain how to create a 13 week Cash Flow Template, Customer Forecast and AR Forecast. I also share lots of good excel and QBO tips along the way 🙂 If you need help or have questions, Finance Pals would love to give you some free tips and advice over a 30 Read more about How to Create a 13 Week Cash Forecast[…]
In this Regis Innovation Challenge video on Finance for Startups, we will discuss: How Much Money you Need, What you Need to do to Prepare for Taxes Next Year and will also look at How you are Going to Fund your Business. To answer those questions we look at proformas, bookkeeping and funding options. If Read more about Finance for Startups – Proforma, Bookkeeping and Funding[…]
I recently saw two incidents where a restaurant and a coffee shop lost potential customers. More importantly they missed a chance to make a customer happy which could have resulted in gaining a loyal customer and word of mouth referrals. In both cases the customer requests were not anything unreasonable and could have been a Read more about Are you Making Customers Happy?[…]
The Coronavirus is out and we are all adopting to zoom calls and helping teach our kids school. The government has come out with lots of programs to help. To us the programs that give you money seem like the best so we are going to tell you how to get money for your business Read more about How to get free money for payroll costs – PPP Covid-19[…]
I was recently working for a company building their financial model to prepare for a series B raise. We started by building a base case, which continues the current trends in a ‘business as usual way.’ We then started layering in a growth case: What if we got additional money for sales or IT projects? Read more about Why you need more than 1 budget[…]
This is a podcast I did with Katrina Padron who I know from 10.10.10. Katrina is the CEO of NorthStar HQ and the Co-Founder and CEO of Meet Jointly. We discuss: The beginning of Finance Pals The pros and cons of being an entrepreneur Why people outsource their bookkeeping and should you? The Read more about StandingOut Podcast with Katrina Padron and Paul Heffner[…]
The world of finance is a lot like a crime show. In both, you need to understand what happened in the past and for certain crimes you also need to understand and predict what will happen in the future so that you can catch the criminal. When a crime is committed, “responding officers” are the Read more about Crime Scene Finance – Blue Bloods Style[…]
Which one are You? “I’ll do it Myself!” or “Here! Take my Books!” We live in a time where you can find tutorials and how-to’s online for everything and where many people would rather first try to do things themselves and save a few dollars before paying someone else to do it. The same goes Read more about Should I hire a bookkeeper or do it myself?[…]
Bookkeeping is the organizing of all of your company’s revenue and expenses. GAAP – generally accepted accounting principles gives the rules to follow. Most people think it is mainly to help prepare for taxes but it is so much more than that if you are trying to grow your business. facebook live video of why Read more about What is bookkeeping and why do I need it?[…]