Traditional accountants focus on compliance and tax filings. PSA goes beyond compliance — we help business owners understand their numbers, make data-driven decisions, and build strategies for growth. We act as your financial partner, not just your small business bookkeeper.

Bookkeeping is provided only as part of a bundled engagement and exists to support the Shelf-to-Savings™ System. When needed, bookkeeping catch-up is included to establish clean, reliable data at the start of an engagement. Ongoing bookkeeping is handled as part of our financial oversight and reporting process to ensure accuracy and consistency. We do not offer bookkeeping as a standalone service.

We work with both. For startups, our Entry Services (Forecasting, Scoreboards, and Bookkeeping Catch-Up) create a strong foundation. For established businesses, our Controller and CFO services drive growth, strategy, and profitability.

Controller services focus on producing accurate, timely financials each month. Fractional CFO Advisory builds on that by providing forecasting, strategic guidance, leadership team support, and scenario planning — essentially acting as your outsourced CFO.

We primarily serve small to mid-sized businesses, typically between $500K and $50M in annual revenue, across industries such as trades, e-commerce, food & beverage, and more.

Yes — tax planning and compliance can be added at an additional cost if requested.

Tax work is not part of our core offering and is only included when it supports the Shelf-to-Savings™ System. When added, scope and pricing are clearly defined so there are no surprises.

Yes. The numbers and your data simply inform us of how your business is performing, in what areas. Some customers like discussing their numbers in depth, some don’t. Either way is fine. What’s important is, we at Palmer's Strategic Advisors know what numbers to look at to help you grow your profits and your business and where to go next to do so.

We will meet via Zoom, Teams or in person. However, if you are faced with a question on your action plan items, confused about next steps or need to talk through a challenge in your business, we encourage you to reach out. We are here to see you succeed.

No. We prefer to keep customers due to results, not contracts. We value relationships built on trust and performance over legalities.