About Us:

After 30+ years in managerial, executive and consulting finance roles and earning his MBA at the Paul Merage School of Business at UCI, our founder Doug Lattime, found that there were critical tools needed for accounting and finance professionals that could be used in all industries.

At nearly every new company or consulting client, Doug found that he had to recreate these tools and procedures each time anew and he began building up a significant library of these critical and tested templates.

The culmination of this experience led to the creation of AccountPal.com with the following Mission of providing our customers with:

• Sound & auditable financial controls and procedures

• Out of the box forms to control spending and expenses

• Robust and tested financial worksheet templates for common and advanced needs

• Decision matrix tools to help guide better financial and systematic decision making

We value any feedback from our customers as they are the reason we built this site. Please use the button below to reach out to us with any questions, comments or suggestions you may have!