Bookkeeping

Scale your vision and put your business into high gear. Palma Financial is in your corner. Let's plan for your future, together.

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Bookkeeping Services

Our bookkeeping services take the burden of dealing with your books off your shoulders so you can get back to working on your business. When you partner with Palma Financial as your outsourced bookkeeper, you are teaming with professionals with over 25 years of experience. This means you can rest well and focus on your vision, knowing your books are rock solid.
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Why Hire Palma Financial?

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You have a business to run, employees to manage, schedules to adhere to, and personal goals to meet. Imagine how much time you could repurpose to these areas if you delegated your bookkeeping to Palma Financial.

 
Michael Palma Financial Advisor
 

The support you need today for tomorrow's vision

CPA San Jose - Miguel Palma
It’s time to scale your vision and put your business into high gear. You are not going to get to the next level that you want to unless you bring in more help, and that help starts with bookkeeping services from Palma Financial.

What Kind Of Services Can I Expect With Palma?

Bookkeeping isn’t just reconciliation of numbers. Below you can see some of the services you have at your disposal when you choose to outsource your bookkeeping services to Palma Financial.

Bank Reconciliation

On time and accurate reconciliation of your bank accounts, credit accounts, and all other accounts. This brings you peace of mind and allows you to focus on what you do best.

Accounts Payable

Outsourcing bookkeeping means we handle your accounts payable. No more time wasted generating checks for vendors and pouring over invoices or purchase orders.

Accounts Receivable

Were you paid the correct amount on that recent job? Are you collecting on all outstanding invoices? Money not collected is directly impacting your bottom line. We do all the work.

Sales Tax Filings

You need to make sure you are attaching the appropriate sales tax to your goods and services invoices, while reporting this information accurately and timely. Not anymore when you let us handle the burden.

Payroll Processing

How many resources are you spending on things like time sheets, payroll approval, w2’s and 1099s, and other filing requirements? Repurpose that time by letting us handle your payroll.

Financial Reporting

Your financial reports need to be impeccable and they need to be completed on time. This is not a concern when Palma Financial is doing your bookkeeping and financial reporting.

Let Us Remove Your Bookkeeping Stress Today!

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