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.
Fractional CFO
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.
TEAM

Paul Heffner

Cheryl Rohnert

Beth Strauss

Deb Ohland

Elizabeth Grubb

Karen Messler
Michaela Orel
Deborah L Oster

Rochelle Vega

Elle Mendiola

Blair Colsey

Landon Ennis

Darah LaGrone
