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.
Alex Mattevi, CPA
Sawyer Jones, CPA
Paul Heffner, CEO of Financial Pals, discusses what CPA firm services are and how they can be beneficial to personal and business financial health. Although most small businesses are not required to have a CPA involved, it’s always a good idea for a small business and start-ups to hire a CPA to review its internal controls, evaluate accounting software, obtain tax advice, and so on. Read more about What can a CPA firm do for you?[…]
What Are Fractional CFO Services?Finance Pals, Paul Heffner, expands on the valuable role a Fractional CFOcan provide as a financial consultant for your start-up and financial advisorfor maximum growth potential and profitability in your business. A fractional CFO assists CEOs and advise on questions regarding situations such as cash flow. As a financial consultant for Read more about What are Fractional CFO services?[…]
PPP2 is rolled out and we are excited 🙂 Here us how to Calculate Revenue Reduction for PPP2 and other tips to get a PPP2 loan. We go over PPP2 Application Criteria, How much you can borrow and Forgiveness Criteria. Here is a video with some slides in case you are visual person 🙂 PPP2 Read more about PPP2 – How to Calculate Revenue Reduction and other tips[…]
Bookkeeping is a very general term and has many different definitions kind of like a handyman. Some handyman can repair everything from HVAC to plumbing and painting, while others really only do smaller jobs like change out locks or fix a garbage disposal. Bookkeeping is the same way. Some bookkeeping firms only provide basic bookkeeping Read more about What are bookkeeping services?[…]
There are a lot of great fractional CFO firms in Denver to support the great startup scene here. Each has typical size clients they work with and are located throughout the Denver / Boulder area so we segmented based on that information. The price ranges vary greatly as well so that is another criteria to Read more about Best Denver Fractional CFO Firms[…]
Starting a business is an exciting time! While you are focused on providing an excellent product or service, it is important to have a skilled partner maintaining your financial plan to help you grow. Enlisting the help of an experienced business advisor will alleviate the stress of juggling too many responsibilities, making strategic decisions, and Read more about Best Denver CPA Firms[…]
Here are my favorite metrics to check when I finish creating a five year plan. These metrics are also great to check for annual budgets or even monthly forecasts. Revenue Growth Year over Year Percentage – Revenue is the key to any business and understanding how it changes year over year gives you insight into Read more about 5 Key Metrics to Check in your Five Year Plan[…]
Here is our guide to the best Denver bookkeepers as well as some pros and cons of the different types of firms including local firms, national firms and hiring your own bookkeeper from a freelance or job site. Best Denver Bookkeepers (Local Firms) Local Denver firms are your best bet to find the best Denver Read more about Best Denver Bookkeepers[…]
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[…]