top of page
Office Desk Items

Services

Our Services

Reliable Financial Support for Growing Businesses

At Palm Ledger Bookkeeping, we provide accurate, dependable bookkeeping solutions designed to help small businesses stay organized, compliant, and financially confident.

Image by Jakub Żerdzicki

Monthly Bookkeeping

Comprehensive bookkeeping services including transaction categorization, account reconciliation, and ongoing maintenance of your financial records.

Delivery:

Monthly

Image by Giorgio Tomassetti

Balance Sheet Preparation

Detailed reports showing your assets, liabilities, and equity for a complete financial snapshot.

Delivery:

Monthly

Accountant

Accounts Receivable Tracking

Monitoring customer invoices, incoming payments, and aging reports to improve cash flow visibility.

Delivery:

Monthly

Calculator And Pen

Year-End Financials Package

Organized year-end reports including Profit & Loss Statements, Balance Sheets, and transaction detail reports for your CPA.

Delivery:

Annual

Credit Card in Hand

Bank & Credit Card Reconciliation

Accurate matching of bank and credit card statements to accounting records while identifying and resolving discrepancies.

Delivery:

Monthly

Business Data Analysis

Chart of Accounts Setup

Creation or restructuring of your accounting system within QuickBooks Online or Wave Accounting.

Delivery:

One-Time Project

Accountant

Accounts Payable Tracking

Recording vendor bills, tracking payments, and maintaining accurate payables reports.

Delivery:

Monthly

Image by FIN

1099 Preparation Support

Compilation of contractor payment information and preparation of 1099 documentation for review and filing.

Delivery:

Annual

Woman Writing Notes

Profit & Loss Statement Preparation

Monthly income and expense reporting that provides clear insight into your business performance.

Delivery:

Monthly

wh-img-1.jpg

Catch-Up & Cleanup Bookkeeping

Organization and correction of overdue or inaccurate bookkeeping records.

 

Delivery:

Project-Based

Calculator And Documents

Sales Tax Report Preparation

Preparation of Florida sales tax reporting information for timely client filing.

Delivery:

Monthly or Quarterly

Add-On Services

hero-slide-1.jpg

QuickBooks Online Setup

Complete QuickBooks Online setup including chart of accounts, bank connections, and user permissions.

Hotel Desk Check-In

Virtual CFO Check-In

Monthly 30-minute strategy session to review financial performance and discuss key trends.

Image by Jakub Żerdzicki

Wave Accounting Setup

Affordable accounting setup solutions designed for startups and micro-businesses.

Collaborative Team Meeting

Payroll Processing Coordination

Coordination with payroll providers such as Gusto, ADP, and others while ensuring proper accounting entries.

Image by Vitaly Gariev

New Client Onboarding

Seamless onboarding process including document collection, account review, and software access setup.

bottom of page