We are proud to be different! In fact, we’ve worked hard to differentiate our firm from all the others, ensuring that we keep things personal.
It’s our belief that simply supplying our clients with statements and reports is not enough. Anyone can deliver the product, but the real value is in the personal care. Our team of experts work with you throughout the year to provide analysis and insight into your numbers and guide you on making sound, healthy financial decisions. We help you plan out a strategy for mitigating your tax burden and improving performance for the long-term.
Don’t settle for average. Partner with a firm that understands every client deserves to work with a team that not only offers accounting expertise, but also has a winning PERSONALity!
BOSS is the answer to your back office headaches. Our cloud-based solution enables you to hand complex accounting tasks over to us. We work the numbers while providing you 24/7 access to your data—and all at a fixed, affordable monthly fee.
My relationship with the firm spans many years. As with any business we have had our ups and downs, but I never once was concerned that my issues were unimportant to Bobby or his staff. My business has grown...
read moreWe have been using Robert Palmer and Associates for over 10 years for our accounting, tax, and payroll needs. The office is very efficient and answers questions in a timely manner. They have completed both...
read moreWe have been clients of Robert Palmer and Associates for a number of years and trust they are focused on our best interests as a small business. If we have questions or requests, they are responsive. When there are new...
read moreYour firm does a great job for us, keeps us informed and helps us handle an extensive amount of information needed on our returns. We have used you guys for years and have always enjoyed working with you all. It is refreshing...
read moreRobert Palmer and Associates has been instrumental with my business growth for many years. From accounting, financial analysis, real estate, asset purchase decisions, acquisitions, Bobby and his team have been there every...
read moreIt was important to me that I partner with a CPA firm that provides the same high level of service to me as I do with my clients. I found that partner in Robert Palmer and Associates. He has been a trusted advisor for over five...
read moreBlack Friday and Cyber Monday need no introduction, but for small business owners it’s all about Small Business Saturday—an annual holiday shopping tradition that gets communities out in support of their local small businesses. Small Business Saturday falls on November 24 this year, so if you haven’t already…start getting the word out.
The Protecting Americans from Tax Hikes (PATH) Act of 2015 requires Forms 1099-MISC reporting non-employee compensation (NEC) in box 7 to be filed by January 31.
Small business owners in many communities offer downtown trick or treat events. Take advantage of this opportunity to build your business reputation. Involvement in local events goes a long way with both existing and prospective customers—indicating a vested interest in your community. Find creative ways to make your business stand out this trick-or-treat season. We hope the following suggestions will spark fun promotional ideas:
Client CommunicationLiscio
Online AccountingQuickBooks Online
Desktop AccountingHosted QuickBooks
Document ExchangeNetClient
Video ConferencingZoom
Invoice ManagementReceipt Bank
