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 for taxes / loans
•Improve Manual Processes – Payroll, Invoicing, Accounting •Want insights and recommendations beyond getting a monthly PL |
•Preparation and Electronic Filing of Business / Personal Federal & State Tax Returns
•1099s •Quarterly Sales taxes •Business Setup •Funding Retirement accounts •Want to plan and minimize taxes • |
•Help growing business or improving profitability
•Hiring staff but not sure can afford them •Need to raise money •Cash Flow forecasting / Budgeting •Marketing Effectiveness •Due Diligence prep •Proforma |
| When we help | •Bookkeeping managed by family member or CEO
•Last bookkeeper retired or didn’t do a good job •Want someone to check books and teach you how to do it better |
•Current CPA only checks in once per year
•Current CPA not proactive in savings opportunities |
•CEO does not understand why having bad months
•Cash is tight •Sales and Marketing is not getting enough growth •Want to make more money •Don’t have a budget or know how you are tracking against it |