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.
Helping to improving profitability or growth through building a staffing plan, raising money and Cash Flow forecasting / Budgeting.
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.
Deborah L Oster
I frequently see businesses that are not profitable or have small profit. Usually, these owners are burned out and very frustrated and don’t know what to do to fix the situation. Here are some of the methods I use to help them. Heading into 2022 some of these problems are only getting worse including: QBO Read more about How to Increase Profit[…]
I wanted to give special thanks to Vince Tinnirello for taking me mountain biking in Morrison. I haven’t been mountain biking in some time so it was awesome to try to relive my adventurous youth a little. Vince was super patient and gave me warning for any tricky parts to prevent me from having a Read more about Mountain Biking[…]
I am personally excited about this post as I did something pretty cool. It doesn’t have anything to do with bookkeeping or fractional CFO work but I wanted to share it with you in case it helps your business. I have always heard that video is a an awesome way to do content for SEO. Read more about How videos help your SEO – 1st page of google example[…]
Here are some metrics that are good metrics but sometimes business owners rely too heavily on them instead of really trying to improve the business. Having a healthy business means that it is a sellable asset. If you are a startup it will be different than a small business as they have different exit criteria. Read more about 3 metrics you are focusing on that may not help improve your business – Revenue, Profit, Growth[…]
I wanted to post some pics mostly to thank Knight Hinman and Rick Arthur for hosting amazing golf days at Bear Dance and Fossil Trace. If you love golf you should reach out to them to get on their list of people who love golf.
I had the pleasure of being on the Rialto Marketing Podcast with Tim Fitzpatrick. We covered some great topics including – How can people be more efficient with bookkeeping? What do people get wrong when it comes to budgeting and planning? How do companies improve growth, profitability and. cash flow? Here is the Facebook live Read more about Podcast on Bookkeeping, Budgeting and Profitability[…]
For most CEOs one thing they struggle with for bookkeeping is how to classify transactions – should it be an office expense, cost of goods sold, or ask my accountant? Luckily there are some guidelines to follow from a tax perspective and so your financials are easy for someone to look at and understand how Read more about How to classify transactions for bookkeeping[…]
Now that PPP2 has come and gone for the most part we are seeing more questions for help on the Employee Retention Credit (ERC) to see if they are eligible and how to apply. We will cover both in this article but first lets give a little background. What is the Employee Retention Credit (ERC)? Read more about Employee Retention Credit (ERC) Overview[…]
Invoicing for hourly time across staff and clients is very time consuming. We used to use Google Sheets and manually combine multiple staffs tabs into a master tab and filter it so that we could find out how much time was worked on a given client. Then we would have to enter each line manually Read more about Automate Hourly Invoicing using Quickbooks Time[…]
I am super big on automating anything that can be automated to make bookkeeping and life in general more efficient and easier. In this video I show you how automate QBO Bookkeeping with Rules so that QBO will auto classify transactions. Here is a video on how to add rules to QBO – Here are Read more about Automate QBO Bookkeeping with Rules[…]