Financial Concierge. Helping small businesses and entreprenuers organize their financial lives.
Palm Beach Accounting and Financial Services provides customized financial services to entrepreneurs, individuals and small businesses. We are a Financial Concierge team and our role is to simplify and organize the financial lives of our clients. We listen to our client needs and develop personalized systems to support the unique requirements of each customer.
We really get to know our clients, and strive to be available to them beyond normal working hours. We know that entrepreneurs are always working, and sometimes need to reach their financial management team during the evening or weekend. Our clients keep our number on speed dial, and know they can reach us quickly. We value our customer relationships, and the trust that is placed in us. Our goal is to make each customer feel as if they were our only customer.
Some of our services include Quickbooks Consulting, Bookkeeping Services, Payroll Services and Payroll Taxes, Individual and Business Tax Preparation, Sales Taxes, Annual Reports and Business Taxes, Financial Reporting, Cash Flow Monitoring and Forecasting, Budgeting, Records Management, Mail Processing and more. We create value for our clients by keeping their finances organized and accessible, so they can concentrate on what they do best.
