Paul Heffner

Paul Heffner

Finance Pals
CEO
Email
paul@financepals.com
Bio
Paul is a dad of 3 kids, husband, investor in real estate and recently focusing on living a healthier life through meditation, gratitude journaling, eating healthier, running and hiking. He owns Finance Pals that provides bookkeeping, tax and CFO services for small businesses in the $1M to $10M range who want to simplify their accounting by improving their processes and using software to automate manual steps. Bookkeeping - We are great at cleanup and ongoing bookkeeping work including AR, AP, payroll and monthly entries and reconciliation. We try to automate and streamline processes to make bookkeeping more efficient by using rules, QBO recurring payments to get paid up front and remove AR hassles. Fractional CFO - We help companies create annual budgets with consideration of staff they want to hire and revenue and profit targets. We help companies improve cash flow and help them make smarter strategic decisions to increase growth or profits. Tax - We work with businesses, individuals and non profits to file taxes and decrease taxes through tax planning, converting to S corporations and saving for retirement.