SERVICES TAILORED TO YOUR NEEDS
At Palmer CPA Firm, we understand the importance of consistent, reliable financial support. Our monthly service plans are designed to offer comprehensive assistance and guidance to meet your ongoing accounting and financial needs.
We work together to choose the best plan for you and your business:
VIRTUAL ACCOUNTANT
Transactional Services
4 Week Onboarding
- 1 Meeting a Month
- Unlimited Online Support
- Financial Statements
- Month End Close
- Business KPIs
Get Started Today
VIRTUAL CONTROLLER
Insight & Analysis
6 Week Onboarding
- 2 Meetings a Month
- Unlimited Online Support
- Financial Statements
- Month End Close
- Business KPIs
- Budgeting
- Variance Analysis
Get Started Today
VIRTUAL CFO
Planning & Strategy
8 Week Onboarding
- 5 Meetings a Month
- Unlimited Online Support
- Financial Statements
- Month End Close
- Business KPIs
- Budgeting
- Variance Analysis
- 12 Month Forecasting
- Industry Benchmarking
- Bank Relationships
- Team Member Performance
- Resource Planning
Get Started Today
ADDITIONAL SERVICES
Add-On
- Retirement Planning
- Tax Return Preparation
- Tax Planning
- Cash Flow Management
- Payroll Management
Get Started Today