Here we learn more about your business and what your pain points are with your current financial data & practices. Then we perform a high-level analysis of your Quickbooks Online data. We then build custom proposal options based on the service needs and goals of your business. All proposals include fixed, flat monthly rates so that you know what to expect each month.
After the service agreement is accepted, Palmer CPA Firm will begin setting up new books or transitioning your existing ones and integrating our proven workflows to benefit your business. This is where the magic happens! Palmer CPA Firm provides you with reliable financial reports and data to give you better insight into your business and its growth.
After the service agreement is accepted, Palmer CPA Firm will begin setting up new books or transitioning your existing ones and integrating our proven workflows to benefit your business. This is where the magic happens! Palmer CPA Firm provides you with reliable financial reports and data to give you better insight into your business and its growth.
Services
PALMER CPA FIRM is a Modern Outsourced Cloud Accounting & Tax Firm. Our goal is to use our expertise to provide our clients with real-time world-class solutions needed to make smarter, more effective business decisions. Whether you are a soloprenuer or a small to mid-size business, we can provide you with secure, remote access to the support you need from anywhere around the world.
Palmer CPA Firm periodically performs reconciliations on your banking, credit cards, and/or loan accounts to ensure your Quickbooks account is as accurate and up to date as possible. Clear and Upfront deadlines for delivering your financial statements ensures that you receive your Profit & Loss and Balance Sheet consistently on schedule each month.
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