Firm profile
Pam’s Financial Solutions
Elk Grove · Serves Sacramento region, Bay Area, Northern California
Virtual financial services for small and medium businesses.
At a glance
- Services listed
- Bookkeeping, Cleanup / catch-up, Payroll / setup / coordination, Tax preparation, Advisory / planning
- Software
- QuickBooks Online, QuickBooks Workforce, Xero, Zoho Books, Dext, ADP, DryRun
- Service area
- Sacramento region, Bay Area, Northern California
- Ways of working
- Remote
Pam’s Financial Solutions, listed for Elk Grove, lists bookkeeping, cleanup and catch-up work, payroll support, tax preparation and advisory work on its website and names QuickBooks Online, QuickBooks Workforce, Xero, Zoho Books, Dext, ADP and DryRun as its software; it does not publish a monthly bookkeeping fee (checked October 13, 2026).
What the website describes
- Monthly bookkeeping
- Cloud bookkeeping management, customized financial reporting, virtual CFO, staff training and software integrations.
- Cleanup and catch-up
- Bookkeeping setup and messy-book cleanup.
- Payroll
- Payroll management advertised.
- Tax-related scope
- Tax preparation advertised.
- How working together is described
- Free file review, setup or cleanup, cloud-software workflow design.
Questions to ask this firm
- Are you taking on new clients now, and when could work start?
- What exactly would a written quote for my books include?
- What are the contract length, notice period and any fees to leave?
- Who will do my work each month, and which credentials do they hold?
- What does monthly bookkeeping cost for a business like mine?
- How do you protect client information and documents?
People
- Pam Shaw-Buffin, Bookkeeping, financial advisory and virtual CFO professional. Source
Names and roles as shown on the firm's website, checked October 13, 2026. This is not a headcount or proof of current employment.
Not published on the firm's website
These details were not found on the pages reviewed on October 13, 2026. That does not mean the firm lacks them; ask directly.
- A bookkeeping price
- A street office address
- Industries served
- Professional credentials
Sources and checked dates (3)
- https://www.pamsfinancialsolutions.com/: Company, location and services, Office. Checked October 13, 2026.
- https://www.pamsfinancialsolutions.com/our-team: Company, location and services, People. Checked October 13, 2026.
- https://www.pamsfinancialsolutions.com/bookkeeping: Company, location and services. Checked October 13, 2026.
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