FinancePal Reviews
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About FinancePal
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
Featured Reviews
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 reviewJason 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 reviewWhat 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.
FinancePal services
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:
- Accounting
- Bookkeeping
- Tax preparation
- Payroll
- Catch-up
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.
FinancePal Reviews
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- 4,529,575 reviews on ConsumerAffairs are verified.
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- We use intelligent software that helps us maintain the integrity of reviews.
- Our moderators read all reviews to verify quality and helpfulness.
FinancePal Company Information
- Company Name:
- Finance Pal
- Company Type:
- Private
- Address:
- 17 N State Street Ste 210
- City:
- Chicago
- State/Province:
- IL
- Postal Code:
- 60602
- Country:
- United States
- Website:
- financepal.com