Protecting You and Your Family, One Home at a Time
At Finance Pals, we understand the importance of proper financial management for small and mid-size businesses. Our team of certified professionals, including CPAs, CFOs, Controllers, and Bookkeepers, is dedicated to providing tailored financial solutions to help businesses thrive.
Our Services
We offer a comprehensive range of services designed to help business owners achieve financial stability, increase profitability, and make informed decisions. Our expertise includes bookkeeping, fractional CFO, tax, cash flow forecasting, accounting consulting, and management consulting. Whether you need help with accounting software setup, tax consulting, or financial planning and analysis, we've got you covered.
Our Story
Our founder, Paul Heffner, is a seasoned finance expert with a passion for helping businesses succeed. With years of experience in management consulting, corporate finance, and entrepreneurship, Paul started Finance Pals to provide flexible, customized financial solutions for small and mid-size businesses. Our team is dedicated to delivering exceptional service, ensuring that our clients receive the highest level of expertise and personal attention.
Our Mission
At Finance Pals, our mission is to empower business owners to achieve financial freedom and live a happier life. We believe that by providing exceptional financial guidance, we can help entrepreneurs focus on what they do best - running their business. We strive to build long-term relationships with our clients, providing them with the tools and expertise needed to achieve success.
Our Team
Our team is comprised of experienced finance professionals with a deep understanding of the challenges faced by small and mid-size businesses. We take pride in our ability to provide personalized service, tailored to meet the unique needs of each client. Our team includes experts in bookkeeping, taxation, accounting, and financial planning, ensuring that our clients receive comprehensive financial guidance.
Overall Experience with Finance Pals
Finance Pals have received rave reviews from their clients, who have praised their exceptional service, expertise, and friendly approach. The company has helped small businesses and non-profit organizations with bookkeeping, financial projections, budgeting, and tax preparation, resulting in improved financial systems and organization.
Expertise and Guidance
Paul Heffner and his team at Finance Pals have demonstrated deep expertise in finance and have provided valuable guidance to their clients. They have helped clients with financial and business assessments, provided helpful suggestions, and created tools to make their jobs easier.
Customer Service
Finance Pals have been praised for their excellent customer service. They are friendly, responsive, and easy to work with, making their clients feel valued and cared for. They have been patient and communicative, taking the time to understand their clients' needs and goals.
Results and Recommendations
The services provided by Finance Pals have led to significant improvements in their clients' financial systems and organization. Clients have reported feeling more confident and empowered to achieve their goals, and have highly recommended Finance Pals to others.
