Planning Your Business


At Palma Financial Services, Inc. we bring extensive experience with small businesses and technical knowledge that deliver bottom-line results to your organization.


Call (925) 307-5454 Today!


Business Planning

Realistic & Creative

We start with a realistic revenue and expense projection. We plan for all case scenarios with extensive modeling for all business cycles.

Unlocking Funds

There are plenty of State and Federal grants available for new and existing businesses– and we know where to find them.

As your business grows, you may want to bring in new partners or cash out and enjoy the fruits of your labor. We specialize in creating business buy-sell agreements that specifically spell out the parameters for these changes.

Bookkeeping & Records

Record keeping is the single most important part of your business. We are an experienced, highly reliable bookkeeping service offering financial advice, monthly reconciliation of all bank statements, and an open door policy when it comes to understanding all of the basics of your everyday accounts.

Bookkeeping Service

Advisors & Tax Planners

We are, of course, your professional tax adviser as well. We can help you maximize your business write-offs and help address the legal issues like employment taxes as your business continues to grow.

Tax Planning Service

Incorporation Services

We can help you understand the reasons to incorporate to protect yourself from the personal liabilities inherent in an LLC. We can help you determine which business structure is right for you, whether it be a partnership, LLC, PLLC, C corporation, S corporation or another business option.

Business Incorporation Service