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Finance Pals

Bookkeeping, Tax, and Fractional CFO Services for Small and Mid Size Businesses

Bookkeeping service (show on map)
Google 5.0
★★★★★
6 reviews

Finance Pals provides part-time, flexible finance help for startups and small businesses in Denver, including bookkeeping, tax preparation, and fractional CFO services.

Call (303) 868-8980
Navigate to Visit website
Finance Pals website

About

Finance Pals is a team of CPAs, CFOs, Controllers and Bookkeepers helping small businesses with end-to-end finance functions. We help companies grow smart by creating forecasts, doing bookkeeping, and providing financial insights.

We love numbers and helping businesses succeed.

Part-time, flexible finance help
End to end finance function
Team of CPAs, CFOs, Controllers and Bookkeepers
Free 30-minute initial session
Colorado startup experience
Price match guarantee

Services

Bookkeeping

Matching accounting software to bank statements, short-term projects or ongoing support for QBO, QBD, Xero, Wave, Freshbooks.

Software matching Transaction categorization AP/AR management Monthly reconciliation

Tax Services

1099 filing, company and personal taxes, tax consulting to minimize taxes, business setup or conversion to S or C Corp.

Federal and state tax returns Quarterly tax planning 1099 preparation Sales tax filing Business setup

Cash Flow Forecasting

Models to value company and make strategic hiring and spending decisions with sensitivity analysis for revenue and profitability.

3-month trend analysis Annual forecasting Sensitivity analysis Business valuation support

Fractional CFO

Monthly budgeting, variance analysis, cash flow analysis, staffing plans, and financing support for growing companies.

Monthly budgeting Variance analysis Cash flow forecasting Headcount staffing plans Funding preparation

Controller Services

Chart of Accounts Setup, tax filing support, and assistance with other accounting needs from initial company setup.

Chart of accounts setup Xero/QuickBooks setup Tax form assistance Book cleanup

Consulting

Management consulting for startups with expertise in supply chain, process improvement, financial analysis, funding, and business plans.

Supply chain optimization Process improvement Business cases Funding preparation Business plans

Credentials & Certifications

Certified Public Accountant (CPA)

Reviews

Google
Rating
5
★★★★★
Reviews
6

Frequently Asked Questions

What type of bookkeeping services does Finance Pals offer? +

They do it all - QBO, QBD, Xero, Wave, Freshbooks, cash or accrual basis. The bookkeeping covers classifying revenue and costs in accounting software.

How is Finance Pals different from other bookkeeping firms? +

They specialize in all areas of finance for small business and startups, providing insights so clients can grow and manage cashflow. They offer price matching.

What tax services does Finance Pals offer? +

They provide preparation and electronic filing of business and personal federal and state tax returns, quarterly tax planning, 1099s, sales tax filing, and business setup or conversion to S or C Corp.

How does Finance Pals do the bookkeeping? +

They are added as an administrator to your accounting software and take it from there, letting you know if there are any transactions they do not understand or need bank statement access for.

Contact Finance Pals

Finance Pals
Website
financepals.com
Category
Bookkeeping service
Wheelchair Accessible
Call (303) 868-8980

Opening Hours

Sunday
Closed
Monday
8 am–8 pm
Tuesday
8 am–8 pm
Wednesday
8 am–8 pm
Thursday
8 am–8 pm
Friday
8 am–8 pm
Saturday
Closed

Location

Location of Finance Pals · View on Google Maps

Screenshot Gallery

Get in Touch

Ready to work with Finance Pals?

Reach out today to schedule a consultation.

(303) 868-8980

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