Pam's Financial Solutions

Accountant · 9245 Laguna Springs Drive, Suite 200, Elk Grove, California

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About us

PFS is a virtual financial solutions provider. We offer customized financial advisory services to small and medium sized companies. Our services include in-depth accounting and bookkeeping, customized financial reporting, management consulting, software integrations, budgeting, forecasting, strategic planning and training to your staff.

Meet the team

Pam's Financial Solutions advisors: 3 - Xero certifications: 1

To become certified, advisors complete learning modules on Xero’s key features and pass a practical exam.

Pam Shaw-Buffin

Owner

Xero advisor certified

Has a strong understanding and practical knowledge of how to use Xero with clients.
1 year Xerocon attendance

We are a virtual financial solutions provider, offering customized software platforms and reporting tools, virtual CFO services, bookkeeping, management consulting and staff training.

Pam's Financial Solutions: Bank experience

Clients of Pam's Financial Solutions connect to a range of banks via Xero. Pam's Financial Solutions specialises in working with some of those banks; they can help with setting up bank feeds, and are knowledgeable about accessing bank loans and streamlining payments through Xero.

Bank connections

American Express (US)
BMO Harris Bank
Bank of America (US)
Banner Bank
Brex (US)
Capital One (US)
Chase Bank (US)
Citibank (US)
First Citizens Bank (SC\, GA) - Bank
First Republic Bank - Corporate Online (US)
M&T Bank (US)
Mercury
Navy Federal Credit Union
PNC Bank (US)
PayPal
Regions Bank
Relay Financial
Silicon Valley Bank (US)
State Farm Federal Credit Union (US)
Stripe
TD Bank
Truist (Formerly BB&T) Business Bank
Truist (US)
US Bank (US)
Wells Fargo (US)

Pam's Financial Solutions: Industry experience

Pam's Financial Solutions works with businesses across a range of industries. They specialise in helping to choose apps that integrate with Xero to boost business performance for some of those industries.

Industries Served

E-commerce
Healthcare and social services
Retail
Professional services
Accommodation and hospitality
Manufacturing
Not-for-profit
Media and communications
Arts and recreation
Real estate and hiring services
Construction and trades
Finance and insurance
Marketing, advertising and consulting

Pam's Financial Solutions : App experience

Pam's Financial Solutions serves clients who use 11 different apps that connect and integrate with Xero.

Connected apps

Find us

Pam's Financial Solutions has an office in 1 location

Elk Grove: 9245 Laguna Springs Drive, Suite 200, Elk Grove, 95758, California; +916 509-7022

New to Xero? Pam's Financial Solutions can help

Xero is beautiful online accounting software for smaller businesses. Pam's Financial Solutions can help make your switch as smooth as possible.

Contact them to find out how they can help your business.

2 Years Xerocon Attendance ?

The firm shows a commitment to Xero and to professional development by having one or more of their people attend Xerocon, Xero’s annual global conference, for the number of years shown.
Partner since 2012

Please note, Xero doesn't guarantee the service of any one advisor

We don’t review advisor listings and we don’t recommend or guarantee the service provided by any one advisor, so make sure you check them out yourself and get comfortable with them yourself.

Xero certification means that some or all team members have completed courses and been assessed by Xero as proficient in the use of the Xero application.

Xero specialisation means that some or all team members have completed several short learning modules to develop skills in that area.

Xero doesn’t assess any individual advisor’s or firm’s proficiency as an accountant, bookkeeper or financial advisor. And Xero certified advisors and advisors with industry or bank specialisations are not employees of Xero.