Meet Nate Zimmer

The founder of My CFO Pal. With a rich background in both real estate and franchising, Nate brings a wealth of hands-on experience to the table. Throughout his career, he's navigated the intricacies of running multiple businesses, gaining a deep appreciation for the critical role financial data plays in decision-making.

Nate understands firsthand that running a business isn't just about passion and intuition; it's about having a clear grasp of your financial standing. Too often, decisions based solely on "feel" or "gut instinct" can lead to long-term financial strain. That's why Nate is passionate about empowering small business owners to make informed decisions grounded in data and historical trends.

In the world of small business, wearing multiple hats is the norm. As CEO, COO, and CFO, entrepreneurs are often immersed in the day-to-day operations, leaving little time to focus on the bigger picture. Nate’s mission is to change that narrative. By providing accessible financial insights and support, he aims to help small business owners step back from the daily grind and gain a clearer understanding of their financial performance.

At My CFO Pal, our goal is simple: to assist small business owners in better understanding their financial performance so they can make decisions based on real numbers, not guesswork. With Nate’s expertise and guidance, you’ll be equipped to navigate the financial landscape with confidence and clarity.

Our Values

At CFO Pal, our core values serve as the foundation of everything we do. Excellence, integrity, innovation, and a client-centric focus are not just words but principles we uphold in every interaction. We believe in delivering exceptional service that exceeds expectations, guided by unwavering ethical standards and a relentless pursuit of excellence.


We are committed to delivering unparalleled excellence in financial management and advisory services, upholding the highest standards of quality and precision.


Integrity is at the core of our business. We conduct ourselves with the utmost honesty, transparency, and ethical standards, fostering trust with our clients and stakeholders.


Embracing a forward-thinking approach, we continuously strive for innovative solutions, leveraging cutting-edge technologies to provide our clients with a competitive edge in the global market.

Global Perspective

We embrace diversity and cultivate a global mindset, recognizing the interconnectedness of the world's economies. Our international perspective enables us to navigate complexities and offer comprehensive solutions on a global scale.

Client-Centric Focus

Our clients' success is our top priority. We are dedicated to understanding their unique needs, providing personalized financial strategies, and fostering enduring partnerships built on mutual success.

Our Mission

At CFO Pal, our mission is to empower businesses and individuals worldwide with strategic financial management solutions. We are committed to delivering excellence through unwavering integrity, innovative thinking, and a client-centric approach. As a trusted partner, we navigate the complexities of the global financial landscape, enabling our clients to achieve their financial goals and thrive in an ever-evolving world.

Why Choose Us?

Expertise: Our team consists of seasoned professionals with extensive experience in accounting, taxation, auditing, and advisory services. With a deep understanding of industry best practices and emerging trends, we bring unmatched expertise to every engagement.

Innovation: In today's rapidly evolving business landscape, innovation is key to staying ahead. We leverage cutting-edge technologies and innovative solutions to streamline processes, enhance efficiency, and deliver superior results for our clients.

Commitment to Excellence: We are relentless in our pursuit of excellence. From meticulous attention to detail to proactive communication, we go above and beyond to ensure the highest quality of service and client satisfaction.

Get in Touch

Ready to take your finances to the next level? Contact us today to learn more about how CFO Pal. can help you achieve your financial goals.