We make business smooth sailing.
You don't have to be stranded in a sea of complicated and inefficient accounting systems. Palm Beach Accounting and Financial Services is here for you as your modern, cloud-based financial support team. Our role is to help you simplify and organize your business so that you can thrive in open water.
Our Mission
Running your business is challenging enough, but getting help managing your money doesn’t have to be. We’ll collaborate with you to develop a personalized system to help your business grow.
Our Customers
We provide customized financial services to individuals and small businesses, including family offices, professional services and not-for-profits. Our customers trust our expertise, preparation and execution to help them ride any wave. Whether you’re just starting out or have been established for several years, rest assured that you and your business will be supported. Learn more about how we can help you:
Our Services
The valuable time you spend on accounting and admin is more than just a drop in the ocean when it comes to running your business. Our services are fit to your unique needs and designed to provide value by keeping your finances organized and accessible, allowing you to reclaim your time and concentrate on the other important parts of your business.
Enjoy Peace of Mind
Life’s a beach when we take care of your business with one of our compliance accounting systems.
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Gain Financial Transparency
The insights from our business support plans let you see everything you need to make sure your enterprise is underway.
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Experience Efficiency
Our cloud accounting technology gives your business the momentum you need to set sail for success.
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Explore the cutting-edge technology our firm uses
Our Team
Our dedicated professionals are on board with you for an exclusive support experience. We listen to your needs and help you chart a course for your financial success.
Industries we serve
Not-for-Profit
Start-up
Consultancy
Technology
Legal Practice
Architecture
Engineering
Insurance & Brokerage
Real Estate
Property Management
Dentistry
Medical Practice
Family Office
Professional Services
Publishing
Public Relations
Marketing & Design
Photography & Videography
Food & Event Rental
Landscaping & Lawn Care
Salon & Beauty
16+ Years in Business
Since our formation in 2009, Palm Beach Accounting and Financial Services has existed to execute our mission and serve our customers’ financial success.
65+ Years of Combined Experience
Our trusted advisors and partners specialize in Accounting, Tax, and Finance. As an Intuit-centric, technology-driven firm of the future, we work flexibly with QuickBooks and use app integrations to expand its capabilities.
Schedule your free consultation
When you’re busy running a business and taking care of your personal life, getting your finances together can seem like an impossible task. That’s why we’ve made it our business to do this for you. No more clutter or lost documents, no more scrambling to meet crucial deadlines, and no more worrying that you can’t get a clear and accurate picture of how your business is doing.
Please complete the form below to submit a request for a free consultation. Once submitted, you should receive a response within 2 business days to schedule.