Financial Clarity Services for Builders, Makers & Brewers
Beyond the Books: Turning Numbers into Momentum
At Palmer’s Strategic Advisors, we believe clean financials are just the foundation — not the finish line. For Trades and F&B businesses, the real value lies in understanding what your numbers mean and how to utilize them to drive growth.
We go beyond bookkeeping to uncover the story behind your data — turning reports into strategy, challenges into action plans, and uncertainty into confident decision-making. Our mission is straightforward: to provide you with the financial clarity and momentum your business needs to thrive.
Our Approach: A Clear Path to Financial Mastery
Every great business — whether you’re building, brewing, or bottling — goes through stages of growth. Your financial support should evolve with you.
We’ve designed a clear, structured path that meets you where you are and grows with your business. Whether you need to clean up the past, gain control of the present, or strategically plan for the future, we provide the right level of guidance to turn your numbers into lasting momentum.
Fix the Foundation
🔹Under $1M revenue
🔹1-10 employees
Tidy books. Clear reports. Real control.
Cash Flow Forecast (13-Week)
Custom model + training session.
Profit & Cash Flow Pulse (Monthly)
7 profit + 7 cash drivers, monthly reporting with insights.
Bookkeeping Clean-Up
Clean, reconcile, and rebuild your books
Build Consistency
🔹$1M-$5M revenue
🔹10–30 employees
From chaos to control: get reliable financial operations and cash clarity.
Fractional Controller Services (Monthly)
Month-end close, reconciliations, GAAP reporting, includes bookkeeping.
Budgeting & Rolling Forecasts
Annual budget + quarterly reforecasting.
CFO Advisory (Monthly)
Monthly leadership reviews, scoreboard + action plans, forecasting, and financial strategy guidance.
Scale Strategically
🔹$5M+ revenue
🔹30+ employees or multi-entity
Partner with a fractional CFO who drives your next stage of growth.
Fractional CFO (Leadership Partner)
A part-time extension of your leadership team, driving targets, budgets, scenario planning, and strategy.
Fractional Controller Services (Advanced)
For complex, multi-entity operations with layered reporting needs.
Scenario Modeling & Strategic Planning
Multi-scenario planning for hiring, expansion, or new lines.
Click to Explore Our Full List Services
Available for any business stage as add-ons or standalone projects.
Financial Health Assessment
Full diagnostic of financial records, cash flow, and key performance indicators, with three prioritized actions.
Financing Support (Debt/Capital)
Loan package prep, bank reporting, investor decks.
M&A / Exit Readiness
Valuation prep, due diligence binder, growth narrative.
Pricing & Margin Analysis
SKU/service-level profitability review + recommendations.
Custom Dashboards & Automation
Business intelligence dashboards (Power BI, Looker, or Google Data Studio) with automated KPI tracking.
Board Reporting Packs
Professionally designed board- and investor-ready financial reports.
Workshops & Team Coaching (6-weeks)
Training program to equip managers and teams with financial literacy for better decision-making.
Why Partner With Us?
We’re more than accountants — we’re strategic partners for Trades and Food & Beverage businesses ready to take control of their finances and scale with confidence. Our approach is built to evolve with your business, giving you the clarity, structure, and strategy you need at every stage of growth.
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A True Partnership: We work alongside your team, offering proactive, forward-looking financial guidance.
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Clarity from Complexity: We clean up and simplify your financials so you can focus on running the business, not untangling the numbers.
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A Path to Growth: From clean-up to CFO-level strategy, our model scales with your company’s success.
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Strategy-First Approach: We don’t see bookkeeping as a task — we see it as the foundation for smarter decisions and sustainable growth.
The Benefits of Our Bookkeeping Services
When your books are clean, your decisions are clear. Partnering with us means your financials are accurate, organized, and ready to support growth.
For Trades and Food & Beverage businesses, that means no more guessing where your cash went, no more late nights chasing reports — just reliable numbers you can trust. Our bookkeeping services give you peace of mind, reduce costly errors, and provide a clear view of your financial health so you can plan with confidence.
Ready for a Partner You Can Trust?
Ready to feel confident in your finances? Let Palmer's Strategic Advisors provide the reliable bookkeeping services your business needs to flourish. Reach out today to learn more about our commitment to your peace of mind.