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Palm Trees

Our Services
Accounting, Tax, & Fractional CFO for Home Services

Table Stakes: Outsourced Accounting Team

Accounting

  • Weekly bookkeeping

  • Monthly financial statements with video walkthrough

  • Home Services software light-touch support

Tax Planning & Strategy

  • Comprehensive tax planning document

  • 1 tax planning check-in per year

  • Business tax return included

  • Payroll review & 1099 support

Custom Financial Analysis

  • Only included in Growth Package​

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How our services align with your company's growth journey
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