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About us

We are in the business of helping YOUR small business!

Most business owners lack the time or expertise to read their finances. At Palm Branch Bookkeeping, we implement systems that give owners financial clarity. When you have financial clarity, managing your money to grow your business becomes simple. 

Initial set up and historical clean up

Clean up of your historical books allows for organization and better insight into the financial track record of your company.

Benchmarking and budgeting

Analyses in profitability and spending habits to determine the most viable use of your business’s funds. 


MONTHLY REPORTS AND BANK RECONCILIATIONS

A monthly meeting to review your financial statements. This invaluable meeting allows you to see directly into the financial health of your company.

Monthly adjusting journal entries

Monthly adjusting entries will be recorded to keep your finances accurate and up-to-date.

Maintenance of general ledger

Your daily activity will be recorded and organized with a customized Chart of Accounts specific to your business.

Fixed and non-current assets

Your company’s fixed and intangible assets will be recorded and updated.

Join us! It will only take a minute