Finance Pals Services – Bookkeeping, Tax and CFO

Finance Pals provides bookkeeping, tax and CFO services to startups and small businesses.  Here is a video describing  the bookkeeping, tax and CFO problems we solve and  the types of clients we help and when we help them.  The table is summarized below. Bookkeeping Tax CFO Problems we solve •End of year cleanup / preparing Read more about Finance Pals Services – Bookkeeping, Tax and CFO[…]

CPA Firm Services

What can a CPA firm do for you?

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?[…]

Bookkeeping Services YouTube

What are bookkeeping services?

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?[…]


Best Denver CPA 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[…]


How to Account for CARES Act Money – PPP and EID, Loans, Grants, Advances

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[…]

Cash Flow Forecasting

How to Create a 13 Week Cash Forecast

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[…]

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Finance for Startups – Proforma, Bookkeeping and Funding

In this Regis Innovation Challenge video on Finance for Startups, we will discuss:  How Much Money you Need, What you Need to do to Prepare for Taxes Next Year and will also look at How you are Going to Fund your Business. To answer those questions we look at proformas, bookkeeping and funding options. If Read more about Finance for Startups – Proforma, Bookkeeping and Funding[…]

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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 Read more about Crime Scene Finance – Blue Bloods Style[…]

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 Read more about Should I hire a bookkeeper or do it myself?[…]