About Us - FinancePal
Call 877-840-4870
  • US Based
  • Available 24/7
  • Dedicated Team

Supporting Your
Financial Success

At FinancePal, you’ll get more than basic accounting and bookkeeping services. We provide a dedicated team that knows the ins and outs of your business’s finances, then pair their expertise with innovative tools. Our comprehensive financial services model allows you to take control of your business’s financial health, without all the stress and frustration.

With FinancePal, you get expertise, tech, and custom solutions that support your business’s financial success.

We Handle Your:

  • Accounting
  • Bookkeeping
  • Tax Preparation
  • Payroll

Primary Accountant

“Your business finances
are now in order”

We’re Here to Help You Succeed

Our goal is to provide you with best-in-class service and the resources you need to
ensure that your business thrives. Not only do we manage your day-to-day finances, but
we also make your long-term success our top priority.

Secure Data

While we make your business’s financial data organized and accessible to you and your team, you can rest assured it’s protected against data breaches.

Accuracy

Recording, reporting, and worrying about mistakes can be overwhelming. When we take over, you can feel confident in the accuracy of your financial records.

Useful Insights

Knowledge is power when it comes to running your business, which is why we provide easy-to-read financial statements and insights on a regular basis.

Founded in Chicago, the U.S.-based FinancePal team is well-versed in all areas of
business finance and available when you need, however you need to reach us.

Services We Offer

We’re the full financial package. Our comprehensive services include:

  • Catch-Up Bookkeeping
  • Bookkeeping
  • Tax Preparation
  • Payroll
  • Sales and Use Tax
  • and more!

Our Story

FinancePal is the brainchild of Jacob Dayan and Nick Charveron, co-founders of Community Tax. Founded in 2010, Community Tax blossomed into a nationwide leader in tax debt services for both individuals and small businesses. As the company grew, the duo noticed that providing their small business clients with IRS resolutions relieved the symptom but did not address the cause. Dayan and Charveron quickly noticed that many of Community Tax’s small business clients needed help with everyday accounting and bookkeeping.

For many small business owners, the accounting processes can be a nuisance at best and uncharted territory at worst. Most business owners started their companies because they were experts in providing a good or a service—not at balancing a book. Nevertheless, good bookkeeping is necessary to manage any company’s financial health, guiding decisions for growth initiatives and ultimately ensuring your business is in good standing with its tax obligations throughout the year.

Timeline

After seeing so many small business owners struggle with their bookkeeping, Dayan and Charveron created FinancePal in 2015 in order to provide small business owners with a streamlined service solution to manage everyday tax and financial obligations.

Since then, FinancePal’s client base has expanded to over 1,000 small businesses. That’s over 1,000 small business owners who can now devote their full attention to their customers without worrying about their books — because the experts at FinancePal have it covered. We’ll keep your records straight, ensure your bills are paid, and keep liabilities at bay.

2015

  • Early Years We focused on fine-tuning our services and building a team of financial experts
  • Raising Industry Standards Over the years, we’ve partnered with industry leaders to create advanced, user-friendly applications
  • Tech-Based Solutions We’ve raised the standard with comprehensive, affordable, and tech-based financial solutions
  • Thousands Served As of 2020, we’ve served thousands of small businesses and counting

2020

Don’t just take our word for it.

FinancePal has been providing accounting services to both my company and my personal accounts for four years or so. If you ever need any accounting service, I strongly recommend working with them.

Enrico. C Small Business Owner

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FinancePal has been providing accounting services to both my company and my personal accounts for four years or so. If you ever need any accounting service, I strongly recommend working with them.

Enrico. C Small Business Owner

Leading the Way with a
Dedicated Team

FinancePal was founded by Jacob Dayan and Nick Charveron, who both have over a decade of finance experience. Our team is comprised of field experts including accounting, bookkeeping, and tax professionals, which allows us to adeptly assist you with all aspects of your financial health.

When you work with FinancePal, you will be assigned a dedicated team of experts who are knowledgeable about every last detail of your business’s finances.

Jacob Dayan

CEO & Founder

Nick Charveron

President & Co-Founder

George Asmiou

Chief Operating Officer

Nick Kind

Director of Client Services

Christopher Doyle

Director of Client Enrollment

Why 1000s of Small Business Owners
Choose FinancePal

Streamlined Financial Management

  • U.S.-based team (we don’t outsource)
  • A single team that’s familiar with your business
  • Comprehensive services—no need for multiple providers
  • Recording, analysis, and reporting on your behalf
  • Affordable services based on your needs
  • Customized service packages based on your industry
  • Peace of mind that you’re in compliance at all times

Reliable, Tech-Based Services

  • Advanced applications from industry-leading providers
  • Accessible platforms for on-the-go updates
  • Insights provided in an easy-to-understand format
  • Automated workflows that save you time
  • Complete and accurate reports provided weekly and monthly
  • Air-tight systems that protect your data
  • Peace of mind that you always know where your finances stand

Financial help customized for small businesses.

Financepal is your one-stop-shop for all your tax and accounting needs.