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Small Business Accounting
We have it all here! Robert Palmer and Associates can help you implement a hassle-free management system for all aspects of your business’s finances. Our systems are dynamic, meaning they’re designed to easily change as your business does. We will assist you, on a temporary or ongoing basis, with all of your business’s needs, including:
 Designing manual or computerized accounting systems tailored to your needs
Training your personnel on the operation of the system
Comprehensive bookkeeping services
Annual budget preparation and forecast information
Strategic tax planning and preparation
Audit support
Comparative analysis against companies of your size and makeup.
Payroll Services
Wage and benefit expenses are usually the largest item on a business’s profit and loss statement. Our clients (and your employees) deserve more than just computer-generated reports and checks. Robert Palmer and Associates differentiates itself from other payroll processing companies with service that is personal, guaranteed on-time, and flexible to meet your schedule and your terms. We have three standard programs to assist:
Full Service:
Each payday you just provide us with employee hours and Robert Palmer and Associates will take care of the rest. We provide:
Direct deposit with detailed pay stubs
Support for wide array of pay types
Sick, vacation and holiday pay accruals
Federal, state and local tax calculations
Voluntary deduction calculations
Paycheck printing
Online employee access to pay stubs (no more paper!)
Contractor payments
Multi-state payroll
100% accuracy guarantee
This service includes electronic federal and state tax deposits, quarterly 941s, annual 940s and 944s, W-2s, and monthly/quarterly state tax form filings.
Full Service with Workers’ Compensation:
Many of our clients take advantage of paying workers’ compensation premiums using our monthly payroll data to provide an up to date amount due by month. This monthly calculated payment lets the business stay in control of cash flow by eliminating the large down payment, monthly premium payment, and avoids year end surprises. This monthly calculation saves time with no checks to write and audit activities are minimized.
After the Fact Payroll Service:
While Robert Palmer and Associates would prefer to process your payroll services entirely, we do understand there are client constraints which may prevent this option. For these clients, we offer an after the fact payroll service. Robert Palmer and Associates will take your payroll data and produce the quarterly filings necessary to meet federal and state requirements. These services include:
Quarterly 941s, annual 940s and 944s
State tax form filings
State unemployment form filings
W-2s
It is not possible for Robert Palmer and Associates to mention all of our service offerings through this web posting, so please call us for a customized quote. We look forward to servicing your needs.
Call us for your customized price quote.
Retirement Planning & Wealth Management
As baby boomers approach retirement age, a startling revelation is hitting them—they don’t have enough money to retire and maintain their current lifestyle. No matter what your age, we will help you put together a retirement program for a calming peace of mind.
There are many tax-favored retirement programs available for the self-employed, including:
Individual Retirement Accounts (IRAs)
Simplified Employee Pension Plans (SEPs)
Savings Incentive Match Plans for Employees (SIMPLEs)
Profit-Sharing Plans, with or without cash or deferred arrangements
Defined Benefit Plans
We will help you compile the appropriate retirement plan for your current circumstances.
Insurance Advice
Robert Palmer and Associates will assist you as the small business owner review your insurance policies to ensure you and your small business is covered. We will work with your insurance brokers to ensure you are meeting your risk management strategies.
Strategic Planning
Robert Palmer and Associates will assist in the development of strategic planning for your business. This may include:
Business Plan Construction
Financial projections for the current year
Cash flow projections
Many of the reporting needs for loan servicing and SBA lending requirements
Budgets and Planning documents to assist in managing the growth of your business.
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Small Business
Incorporation
Accounting
Retirement Planning
Wealth Management
Insurance Advice
Strategic Planning
Payroll Services |
Tax Services
Personal Tax Returns
Business Tax Returns
Payroll Tax Returns
Tax Preparation
Audit Support
Forms & Resources
Taxes Checklist |
Financial Management
Financial Management
Retirement Planning
Annual Budget Design
Customized Statements
Litigation Support
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Bookkeeping
Payroll Preparation
Accounting Systems
Statement Reconciliation
Financial Reporting
Invoicing
Cash vs. Accrual Methods
Calendar vs. Fiscal Year
Quickbooks ProAdvisor
Training
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