Professional Accounting Services You Can Depend On
Beyond the Books: Turning Numbers into Momentum
At Palmer's Strategic Advisors, we know that clean, accurate financials are just the beginning of the story, not the end. True financial partnership isn't about reporting what happened last month; it's about using that information to write the next chapter of your success. We don’t just manage your books—we translate your numbers into a clear action plan, providing the strategic momentum your business needs to thrive.
Our Approach: A Clear Path to Financial Mastery
Your business is on a journey, and your financial support should evolve with you. We've designed a clear, tiered path to guide you at every stage. Whether you need to clean up the past, optimize the present, or strategically build for the future, we provide the precise level of support you need. We meet you where you are and build a partnership to take you where you want to go
Tier 1 – Diagnostic Services
Get clarity and a solid financial foundation. These services focus on cleaning up, organizing, and simplifying your numbers so you can make confident decisions moving forward.
Financial Health Assessment (One-Time)
Deliverables: Full diagnostic of financial records, cash flow, and key performance indicators, with three prioritized actions.
Optional: Bookkeeping Add-on
Cash Flow Forecast (13-Week)
Deliverables: Custom 13-week cash flow model + training session.
Optional: Bookkeeping Add-on
KPI Scoreboard Lite (Monthly)
Deliverables: Monthly 7 profit + 7 cash drivers report + action insights.
Optional: Bookkeeping Add-on
Bookkeeping Catch-Up Projects (One-Time)
Deliverables: Past books reconciled, accounts cleaned, reporting ready.
Optional: Often bundled with Health Assessment or Scoreboard Lite
Tier 2 – Core Finance Operations
Turn reliable financial data into smarter business management. These services provide consistent monthly reporting, planning, and financial structure to keep your business on track.
Fractional Controller Services (Monthly)
Deliverables: Month-end close, reconciliations, accruals, GAAP reporting.
Includes: Weekly/Monthly Bookkeeping
Budgeting & Rolling Forecasts
Deliverables: Annual budget + quarterly re-forecast.
Includes: Weekly/Monthly Bookkeeping
Pricing & Margin Analysis
Deliverables: SKU/service-level profitability review + recommendations.
Financing Support (Debt/Capital)
Deliverables: Loan package prep, bank reporting, investor decks.
Tier 3 – Strategic Growth
Gain a true financial partner at the leadership level. Our advisory services deliver insight, forecasting, and strategy to help you scale, grow, and prepare for major milestones.
Scenario Modeling & Strategic Planning
Deliverables: Multi-scenario models for hiring, expansion, new lines.
M&A / Exit Readiness
Deliverables: Valuation prep, due diligence binder, growth narrative.
Fractional CFO Advisory
Deliverables: Target and budget setting, monthly scoreboard and action plan, forecasting and rolling projections, monthly/weekly review sessions and leadership.
Tier 4 — Advisory Enhancements
Enhance decision-making and communication with advanced tools and education. These services strengthen reporting, automation, and team alignment to support long-term success.
Custom Dashboards & Automation
Deliverables: Business intelligence dashboards (Power BI, Looker, or Google Data Studio) with automated KPI tracking.
Board Reporting Packs (Quarterly & Annual)
Deliverables: Professionally designed board- and investor-ready financial reports.
Workshops & Team Coaching (6-weeks)
Deliverables: Training program to equip managers and teams with financial literacy for better decision-making.
Why Partner With Us?
We are strategic advisors dedicated to helping you move past financial roadblocks. Our tiered approach is designed to provide exactly what you need at every stage of growth, ensuring you are always supported and prepared for what’s next.
A True Partnership: We integrate with your team to provide proactive, forward-looking guidance.
Clarity from Complexity: We untangle messy financials to reveal actionable insights.
A Path to Growth: Our model is designed to scale with you, from cleanup to CFO.
Strategy-First Approach: We view bookkeeping not as a commodity, but as the essential tool for building powerful strategy
The Benefits of Our Bookkeeping Services
Partnering with us means you can rest easy knowing your books are in safe hands. This reduces financial stress and minimizes the risk of costly errors. Our dependable services ensure you are always prepared, with a clear view of your financial health, empowering you to plan for the future with certainty.
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.