Here is a video of me practicing a presentation that I gave to a B2B networking lunch group. We discussed how to reduce manual accounting tasks including AR (Recurring Payments and Reminders), AP (Bill.com) Hourly… How to Automate Accounting
This is a presentation I gave for COCPA discussing how AI file-automation tools like Claude Cowork support real-world accounting workflows — three-year pro forma modeling and fixed-fee pricing in great detail. I also discuss security,… Real-World Uses of Claude Cowork for CPAs
This is a presentation I gave to a CO CPA group on how I scaled Finance Pals to provide bookkeeping, tax and cfo work. Here is the main agenda –
We hosted a lunch and learn with our team discussing some strategies people use to save money on taxes. Se the video and slides below and let us know if you have any questions or… Small business tax savings opportunties
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… 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… 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… 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… Automate QBO Bookkeeping with Rules
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… Finance Pals Services – Bookkeeping, Tax and CFO
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… What can a CPA firm do for you?