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.

We provide bookkeeping only as part of a bundled engagement. Bookkeeping catch-up can be included with our Entry Services, and ongoing bookkeeping is built into our Controller packages. At higher service levels, PSA provides oversight to ensure accuracy but does not sell bookkeeping as a standalone service.

We recommend starting with a Financial Health Assessment or a Cash Flow Forecast. These entry services give us a clear picture of your financials and help identify whether you need ongoing Controller services, strategic CFO advisory, or enhancements like dashboards and reporting packs.

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. Many clients begin with a one-time service like Bookkeeping Catch-Up or a Health Assessment, then move into monthly services as their needs grow. Our service model is designed to scale with your business.

No. PSA specializes exclusively in financial advisory, forecasting, reporting, and strategy. We do not provide tax preparation services, but we collaborate with your tax CPA to ensure your financials are accurate and tax-ready.

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.