FinancePal Bookkeeping Review For 2025
FinancePal Bookkeeping Plans & Pricing
FinancePal Comparison
Expert Review
Pros
Cons
FinancePal Bookkeeping's Offerings
FinancePal provides custom quotes to each customer. You pick which services you’d like FinancePal to do for you, provide them with information about your business (industry, products or services, etc.), and FinancePal draws up a custom price.
If you opt solely for bookkeeping services, then you’ll likely pay less than a company hiring FinancePal for comprehensive accounting and tax solutions.
Customer Support
FinancePal pairs each of its clients with a professional, providing unparalleled customer service. As you work with your FinancePal professional, they learn your business’s ins and outs, allowing them to provide ever-better work.
Features & Functionality
General Features
Live Bookkeepers
Many bookkeeping options out there are simply software programs. You have to hire a separate bookkeeper to use the software you invest in if you don’t want to do the books yourself.
FinancePal is different because it’s actually a hybrid accounting firm. Yes, you use software to access some things, but you have a dedicated accounting expert on your side to help you deal with all things bookkeeping (and sometimes more).
Catch-Up Bookkeeping
Most business owners initially talk to bookkeepers because they haven’t had time to do their own bookkeeping, and the books are a bit messy. Some of these entrepreneurs don’t even necessarily need a bookkeeper — they may just need an expert to go over everything one time and make sure things look good.
FinancePal addresses this with catch-up bookkeeping services.
Accounts Payable/Receivable
Accounts payables and receivables are perhaps your most time-consuming accounting tasks, but they’re vital to getting paid and not making your vendors hate you.
Naturally, FinancePal can do both. Through a mix of software automation and live services, your expert accountant will help you maximize cash flows, take advantage of early payment discounts, and update your books for every transaction.
Small Business Income Tax
Business taxation is one of the more challenging aspects of bookkeeping. The IRS punishes even honest mistakes, unfortunately, despite how complex the tax code is.
FinancePal’s accountants help you keep accurate records and accompanying documentation throughout the year so you’re ready for tax season. Your expert help will also assist you in filing your return and maximizing deductions. FinancePal can handle taxation for C-corporations, S-corporations, LLCs, partnerships, and more.
To streamline things, FinancePal provides an online portal containing your tax stuff. You can check on your returns’ progress and access tax data as needed through this portal.
Regular Financial Statements
With FinancePal will ensure your financial information is dead-on every time, giving you the information you need to make accurate and profitable decisions.
Moreover, FinancePal sends you financial statements weekly and monthly to keep your finger on the pulse of your business.
Tax Preparation
Simplify and optimize tax filing with expert features and tools.
Time-Saving Automations
Automate repetitive tasks to improve efficiency and productivity.
Add-Ons
As mentioned, FinancialPal offers custom quotes depending on which services you ask for. Besides bookkeeping, you can hire FinancePal for tax consulting, sales tax matters, online payroll, and entity formation services.
FinancePal also partners with several leading business solutions in many categories, such as ADP, Bill.com, Hubdoc, Quickbooks, T Sheets, Xero, and more. Thanks to these integrations, you can streamline a good chunk of your accounting, time tracking, and similar work.
Supported Devices
Access and use on a variety of compatible devices.
Pricing Model
Flexible pricing structures tailored to different needs and budgets.
Ease Of Use:
FinancePal customers (current and former) have stated in reviews that FinancePal walks you through their onboarding process step-by-step in a hands-on fashion. Additionally, the firm’s customer service is strong. All account managers are well-versed in accounting and show genuine care for keeping your books and improving your company.
Verdict:
FinancePal’s combination of an easy-to-use platform and live bookkeepers offer small businesses high-quality bookkeeping with a personal touch. It has plenty of experts on staff with a genuine dedication to helping you with the bookkeeping side of your business.
Along with the main offering, FinancePal’s integrations and add-on services make it easy to customize to your business. If you’d like the efficiencies of software but the personal attention of a live professional, FinancePal might be the way to go.
User Review
Write a Review- I have more time for other necessary tasks now since FinancePal has got everything under control. I struggled before with keeping up with my financial records.
- I rated it slightly lower than perfect score because I really just wanted to get started immediately with the software but I had to speak with a few people in FinancePal before receiving a free trial.
- FinancePal handles all my bookkeeping needs from managing our Xero accounting software account to reconciling bank statements. They also do our tax returns. Great experience working with their staff!
- It's a bit difficult to understand how the pricing works, but the support team made sure I was clear on everything before moving me onto an actual plan.
- The numerous integrations streamline all my processes perfectly. For instance, Gutsto and T-sheets. FianncePal enables you to work with their great team of professionals. They have all been super helpful and supportive during the learning and implementing
