Services
Bookkeeping
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.
Accounting
We are ready to help you with any of your accounting needs from Chart of Accounts Setup to filing your taxes.
Consulting
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.
Tax
We can help with 1099’s, company and personal taxes, and tax consulting to minimize taxes.
About
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.
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Part Time CFO
We can handle all of your finance needs on a part time or interim basis
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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
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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
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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.
TEAM
Paul Heffner
Jessie (Gray) Dalton
Jamie Murphy
Ron Abbott
Corey Elliott
Darlene Hartmann, CPA
Keith Blesch
Testimonials
Latest news
Why you need more than 1 budget
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? […]
StandingOut Podcast with Katrina Padron and Paul Heffner
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[…]
Crime Scene Finance – Blue Bloods Style
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[…]
Should I hire a bookkeeper or do it myself?
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[…]
What is bookkeeping and why do I need it?
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[…]
Stop Managing your Business by checking your Bank Balance
A very common mistake I see from startup and small business owners is they manage their business by checking their bank account. This happens because it is a habit we learned from managing our personal finances. It’s pretty easy to manage your family’s budget by checking the bank balance before and after you get paid[…]
5 best and worst things about being an entrepreneur
Starting your own business is similar to having kids – It is so amazing, but also way harder than you thought it was going to be. It has been about 2.5 years since I ventured out my own and started my own business so I thought I would share my top 5 best and 5[…]
Denver Startup Week and Advice for new Entrepreneurs
Finance Pals started unofficially at Denver Startup Week 2015, when I met my first client and offered to do some bookkeeping and financial modeling in exchange for some web marketing help. It is now 2 years later and I had the opportunity to present at DSW 2017 thanks to Trica Meyer! Here are the 3[…]
Freelancers will make up half the workforce by 2020 – Here is why you should start hiring them now!
A recent study by the Freelancers Union, shows that 53 million Americans are freelancers, which is 34 percent of the total workforce. This number is expected to skyrocket to 50 percent by 2020. Workers are demanding more than just not wanting to work for 1 company their entire life. The workforce is shifting to the ultimate flexibility of[…]
How to grow your business
When I first became an entrepreneur, I had no idea how hard it was to get customers. I thought if you make a great product or have a great idea then people will buy it from you. Over the course of founding 5 companies and working with many companies I have determined there are 4[…]