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We help owners be more profitable and live a happier life by offering part time, flexible, and customized help for all of their finance needs.

Services

Let us make your life easier

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.

Controller

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

M&A

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.

Fractional CFO

Helping to improving profitability or growth through building a staffing plan, raising money and Cash Flow forecasting / Budgeting.

about

We are problem solvers that go above and beyond to help you and your team

We love numbers and helping businesses

We are a team of CPA’s, CFO’s, Controller’s and Bookkeepers that come from a variety of backgrounds to help you.  We do an amazing job by being efficient, fair priced and flexible with our customers that we work with.

End to end finance function

Cleanup and Ongoing support

Training to Help you understand your Business and Improve profits

Part time / Flexible

TEAM

We have a great team with amazing finance experience!

Paul Heffner

CEO

Michaela Orel

Tax Manager

Rochelle Vega

Operations/  Bookkeeping

Elle Mendiola

Operations / Bookkeeping

Landon Ennis

Accounting Manager/Controller

Ben Garrett

Accounting Manager/Controller

Deb Ohland

Bookkeeper

Stephanie Vandenberg

Bookkeeper

Karen Messler

Fractional CFO

Lucianna Clark

Operations / Accounting

Samantha Timmons

M&A Tax Advisor

Testimonials

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Finance Pals has helped us tremendously getting our financial projections and that whole house in order. This was one thing, in the early stages of the company that I struggled with.

Jeff Gladnick

Finance Pals has been a great help to us all the way from the initial setup of our company.

Ramon Colomina

Paul has been a huge help cleaning up our books and helping my accountant with any requests.

David Kelly

Check out more info to the right or contact us below 🙂

Contact US

Paul at FinancePals.com or 303-868-8980