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About FinancePal Reviews
FinancePal is an online, U.S.-based finance company that offers financial outsourcing services and support for C-Corporations, partnerships, S-Corporations and sole proprietors. Its services include accounting, bookkeeping, tax preparation, payroll and more. Each business client can customize its services to fit its specific needs and budget. Services and pricing are designed to scale.
Pros & Cons
- Customized packages
- One-stop shop
- Online approach
- Automated workflows
- Data protection
- No pricing online
- Fairly new company; limited public info
FinancePal is a payroll services company that offers customized packages for business clients. Its website info is limited, but it could be a good solution for businesses who prioritize safety, automation and U.S.-based payroll service.
I have been working with Jason ** of Finance Pal for about 5 months now, and it has been an absolute pleasure. At first, I was concerned about choosing the right finance specialis...Read full review
Jason is a very knowledgeable, detail-oriented and very professional accountant who is a tremendous asset to any organization that engages his services. He always wants to do the ...Read full review
What is FinancePal
FinancePal is an online platform and network of tax professionals that offers customized financial services for small businesses. It acts as a one-stop shop for all a business’s tax and accounting needs, providing bookkeeping, accounting and tax prep services.
FinancePal’s services can be combined and customized to deliver a streamlined solution for each business on its roster. Its services are available for C-Corporations, partnerships, S-Corporations and sole proprietors.
How does FinancePal work?
FinancePal is a solution for businesses that need tax support and want to outsource the work to a one-stop shop. Its experienced CPAs and tax practitioners are versed in small business accounting and tax requirements and are ready to jump into day-to-day work as needed. Each business is assigned a dedicated, U.S.-based financial team.
These professionals work within FinancePal’s user-friendly tools and interfaces to automate data population and make working together a streamlined experience. The team also provides easy-to-understand reports and data to help make financial decisions easier.
Together, these services and support can fulfill the need to hire an internal tax expert or tax team; a business can avoid juggling multiple service providers throughout the year. This can help save companies time and money when it comes to payroll services and tax prep.
You can pick and choose from FinancePal’s services to create a customized and streamlined payroll service plan that works best for your specific business. FinancePal offers quite a few services, including:
- Tax preparation
Within these services, you can expect FinancePal’s tasks to include recording and reconciling transactions, maintaining timely and accurate financial records and creating plans that maximize your tax savings.
How much does FinancePal cost?
It’s unclear exactly how much FinancePal costs, as each service plan is customized to each customer. Each solution is tailored to the business client and includes custom pricing. You can select FinancePal’s services a la carte or as an all-inclusive package, depending on the level of service your business needs. The company offers options for both flat, affordable monthly rates and annual payments.
As of publishing, you can’t get a free quote online. You’ll have to work directly with FinancePal to get a quote for its services and design a plan that works for your budget. Your costs will be scaled as your business grows.
Is FinancePal legit?
FinancePal has more than six years of experience in the industry, but its website is a bit limited in terms of in-depth info on its services, and there’s not much external coverage of the company. For example, it’s unclear if the pricing is based on a contract or if there’s a cancellation policy in place for its clients.
The company does offer a wide variety of services and support, so it’s an option worth considering. Start with a custom quote and consultation to see what your customized services and rates might look like.
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Reviewed March 24, 2023
This was my first time reaching out to them and they were able to solve the issue. I wasn't quite sure what to expect as I heard a lot of stories beforehand but the i had an instinct to try it out. Not bad.
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Reviewed March 7, 2019
Finance Pal is very affordable for what they do and I get a lot for my money. They are large so they have a lot of resources to get things done in a timely way. My experience with them has been great and I like their staff. Finance Pal does all our accounting and bookkeeping services from managing our Xero accounting software account to reconciling bank statements to doing our tax returns.
Thank you for the kind words, Brett! We're glad we could help. We look forward to working with you into the future!
Reviewed March 1, 2019
Jason ** has helped me understand how to get my finances in order, and more importantly under control. He is by far one of the best book keepers & CPA's in the business. Jason has unique ability to educate his clients and transmit that knowledge, so it is easily understood and put into action. Jason ** is a professional that any and every person and a business whether big or small can benefit from.
Wow, Scottie! We love hearing stories like this, and thank you so much for sharing your experience! We're so happy we could help, and we will absolutely pass your kind words along to Jason and his team! Please don't hesitate to give us a call if you need anything in the future!
Reviewed Feb. 28, 2019
Jason is a very knowledgeable, detail-oriented and very professional accountant who is a tremendous asset to any organization that engages his services. He always wants to do the right thing, does not hesitate to give candid advice, and is willing to help. Work with Jason if you want a hyper-dependable accountant and want your books to be well maintained.
Thank you for the kind words, Arvind! We're so happy we could help! We think Jason is pretty great too!
Reviewed Feb. 28, 2019
I have been working with Jason ** of Finance Pal for about 5 months now, and it has been an absolute pleasure. At first, I was concerned about choosing the right finance specialist to help my company (and myself, personally) with our taxes. We're so lucky we found Jason. He is extremely knowledgeable, patient, and clearly explains everything we need to do. I couldn't be happier with the help and guidance he provides us.
Thank you for the feedback, Judd! We are so glad that you've had a great experience with Finance Pal! We look forward to working together for many years to come!
Reviewed Feb. 28, 2019
I own Paradigm Pest Management Inc. I came to Community Tax over a year ago. I had the IRS and the Florida Dept. of Revenue to deal with. Anyone can go into business for themselves. You may know your craft, skill or trade. This doesn't mean you know how to run a business. It doesn't mean you have the discipline to run one. I was flying by the seat of my pants with no checks or balances. Jason ** was assigned as my accountant. He is professional and polite, a trait that seems to be waning in business these days. More importantly Jason is patient and he listens. I'll admit I am not very good at the business aspect of what I do. I am very good at killing stuff, not so much at the financial aspect of my business.
Jason listens to my concerns and has been teaching me the right way to do things. He has me on a budget (never had one of those) and now I collect a paycheck. Jason is very responsive when I reach out to him. My emails are answered sometimes within minutes. My business has had its best year ever in its 17 year history with about a $7,000 increase over the previous year. Even now we are already trending to beat that this year. These numbers don't sound like much, to me they are huge. This is in part due to Jason's help and guidence. He is an asset to Paradigm Pest Management and I look forward to many years more in our business relationship. Jim **. President. Paradigm Pest Management Inc. **.
We love stories like this, Dennis! Thank you for sharing, and we're so happy we could help! We look forward to working with you and your business for years to come!
Reviewed Feb. 28, 2019
Jason is an excellent account rep. He always answers promptly and explains everything. His attention to detail is greatly appreciated and his knowledge base is impressive. I came to Jason as a new business owner who knew absolutely nothing and Jason always took the time to help with even the smallest thing. I would highly recommend!!
Thank you for the positive feedback, Susan! We will pass your kind words along to Jason and his team! We look forward to working with you in the future.
Reviewed Feb. 27, 2019
I have just started my company and needed a company or someone to help and advice me on how to register my company and obtain documents in order to get it going. I contacted Mr. Jason ** of Finance Pal who did it all of which I am very thankful. Furthermore I am going to get the company and Mr. ** to do my annual tax etc. I will certainly recommend anyone to contact your company.
Thanks for the feedback, Roamharan! We are so glad you had a great experience with Finance Pal. We will pass your kind words along to Jason. He really is one of the best!
FinancePal Company Information
- Company Name:
- Finance Pal
- Company Type:
- 17 N State Street Ste 210
- Postal Code:
- United States