Organizing your financial life.

We can make business smooth sailing.

You don't have to be stranded in a sea of complicated and inefficient accounting systems. We're 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 strive to connect and collaborate with you to develop a personalized system to help your business grow.

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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.


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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The insights from our business support plans let you see everything you need to make sure your enterprise is underway.

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Our cloud accounting technology gives your business the momentum you need to set sail for success.

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Industries we serve





Legal Practice



Insurance & Brokerage

Real Estate

Property Management


Medical Practice

Family Office

and Other
professional services


Public Relations

Marketing & Design

Photography & Videography

food & Event Rental

Landscaping & Lawn Care

Salon & Beauty


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.

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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.


We’re here to help.


Schedule your free consultation

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.