Stay on a healthy financial path with dedicated, strategic advisory services

What we do

Let us take the stress out of running your business

Bookkeeping

You run your business. We’ll run your numbers.

Learn more about bookkeeping.

Payroll

Avoid payroll filing issues and day-to-day processing by handing complex payroll work over to us.

Learn more about payroll.

Tax

Keep more of your hard-earned money with sound, strategic tax support.

Learn more about tax.

Advice

We’ll take you beyond the numbers with deep analysis and strategic guidance that enables you to make sound, smart business decisions.

Learn more about advice.

WHO WE SERVE

Life's better when people understand your needs

Dentists, Orthodontists & Oral Surgeons

We know how to keep your practice healthy.

Healthcare Professionals

Stay financially healthy with expert, strategic guidance.

Real Estate Professionals

We'll help you focus on what matters most.

Service-based Businesses

We make outgoing payments on time and seamlessly manage your cash flow.

KPIs for small business eBook

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The new KPIs of business: Why tracking the right data is your key to success

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Advantage

Your personal
finance edge

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From the firm: Winning plays for your business

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Your mid-year review in 3 simple steps

Read more about Your mid-year review in 3 simple steps>

How to create a stand-out internship program

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See What People Are Saying

five stars

"As we scrambled to find a new CPA due to our current one retiring, Robert and his staff became highly recommended, so we talked with them about our complex and extensive business. The team made the transition extremely easier than we had anticipated, and ended up being one of the best business decisions we have made in a long time. We thank the wonderful staff, and would recommend them to any business considering a new CPA firm."

~Jason Butler

five stars

"I’ve used Robert Palmer and Associates for many years to handle my corporate structure, accounting, and tax filing needs. Bobby and his staff are very prompt and do an excellent job. They were communicative, had the paperwork well organized, and guided me through all the necessary steps. Everything is done electronically and a very hassle-free experience. I highly recommend using their services if you need assistance with more than just basic tax filings."

~Chris Quinn

five stars

"Bobby Palmer and his team are the best! Highly recommend. We are new clients (a small business owner and a professional), and could not be more satisfied. They are smart, practical, knowledgeable, and provide great value. "

~Kurt Meyers







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