Pine and Palm Accounting
Pine and Palm Accounting
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    • Home
    • About
    • Contact
    • Services/Pricing
    • Documents

  • Home
  • About
  • Contact
  • Services/Pricing
  • Documents

Standard Pricing List

Bookkeeping Services

Essential Bookkeeping

$300-$700 /Month

  • Up to 75 transactions/month
  • Monthly bank and credit card reconciliation
  • Financial statements (P&L, Balance Sheet)

Transactional Bookkeeping

$700-$1,200 /Month

  • Up to 200 transactions/month
  • Full monthly reconciliation
  • Accounts receivable/payable tracking
  • Sales tax filings (if applicable)
  • Monthly financial reports & review 

Advanced Bookkeeping

$1,200+/Month

  • 200+ transactions/month
  • Inventory & fixed asset tracking
  • Payroll coordination (via 3rd party if needed)
  • Cash flow reports
  • Quarterly review meetings


Accounting Services

Core Accounting

$1,200-$1,600 /Month

  • Includes Advanced Bookkeeping
  • Accrual-based adjustments
  • Month-end close process
  • Basic financial statement analysis
  • Quarterly check-in with CPA coordination

Advanced Accounting

$1,600-$2,500 /Month

  • Includes Core Accounting 
  • Budget creation and variance analysis
  • Custom reports (project, department, class)
  • Cash flow tracking
  • Monthly financial review call

Strategic Accounting

$2,600-$3,500 /Month

  • Advanced Accounting
  • Rolling forecasts and scenario modeling
  • Internal controls review & process guidance
  • Audit and due diligence prep
  • Bi-weekly advisory meetings


Fractional CFO Services

CFO Lite

$2,500-$4,000 /Month

  • Cash flow forecasting
  • Monthly executive summary reports
  • Review of key financial metrics
  • Bi-monthly strategic call
  • Liaison with tax/legal/financial partners

Growth CFO

$4,500-$6,500 /Month

  • All CFO Lite services
  • Budget vs actual analysis
  • Fundraising/investor prep
  • Pricing, margin, and operational review
  • Weekly strategy sessions

Strategic Accounting

$7,000-$10,000+/Month

  • All Growth CFO services
  • Business model optimization
  • Capital structure and financing strategy
  • Exit planning or M&A readiness
  • Leadership team participation and oversight of finance staff

If you have other ideas in mind talk with us on how we can make a custom tailored plan to fit your needs!

Custom Tailored Accounting Services

Business Services

Bookkeeping/Accounting

Our meticulous bookkeeping services ensure that your financial records are accurate and up-to-date. From recording daily transactions to reconciling accounts, we handle it all so you can focus on growing your business.

  • General ledger maintenance
  • Journal entry recording
  • Expense tracking
  • Bank and credit card reconciliation
  • Inventory management
  • Monthly, quarterly, and yearly closing

Budget and Forecasting

Planning for the future is essential for business success. Our budgeting and forecasting services provide you with actionable insights and strategic plans to achieve your financial goals.

  • Budget preparation and analysis
  • Financial forecasting
  • Variance analysis
  • Cash flow projections
  • Scenario planning
  • Performance tracking

Financial Statement Preparation

We prepare detailed financial statements, including balance sheets, income statements, and cash flow statements. These reports provide a clear picture of your financial health and help you make informed business decisions.

  • Balance sheet preparation
  • Income statement preparation
  • Cash flow statement preparation
  • Statement of shareholders' equity
  • Notes to financial statements
  • Customized financial reports

ERP System Training and Assistance

Implementing and utilizing an ERP system can be transformative for your business operations. Our comprehensive ERP services ensure a smooth transition and effective use of your system.

  • ERP system selection and planning
  • Implementation project management
  • Customized user training
  • Workflow and process optimization

Payroll Services

 Managing payroll can be time-consuming and complex. We offer end-to-end payroll services, including wage calculation, tax deductions, and direct deposits, ensuring your employees are paid accurately and on time.

  • Payroll processing
  • Payroll tax filing and reporting
  • Direct deposit setup
  • Employee earnings statements
  • W-2 and 1099 preparation
  • Time and attendance tracking


Tax Preparation and Planning

Personal Taxes

 Navigating the complexities of tax regulations can be daunting. Our experts offer comprehensive tax preparation and planning services to minimize your tax liability and ensure compliance with all applicable laws.

  • Federal and state tax return preparation
  • Tax planning and advisory
  • Estimated tax calculations
  • Tax compliance and reporting
  • Tax audit representation
  • Research and development tax credits

Sales and Use Tax Preparation

 Navigating sales and use tax regulations can be challenging. Our experts offer comprehensive services to ensure compliance and minimize your tax liability.

  • Sales tax registration
  • Tax rate determination
  • Tax calculation
  • Tax return preparation and filing
  • Exemption certificate management
  • Nexus analysis
  • Audit support
  • Taxability assessments
  • Voluntary disclosure agreements (VDAs)


Personal Finances

Personal Budget Assistance

Managing personal finances can be challenging. Our personalized budgeting services help you take control of your financial health and achieve your goals.

  • Budget planning and creation
  • Expense tracking and categorization
  • Income management
  • Savings strategy development
  • Debt reduction planning
  • Financial goal setting
  • Monthly budget review and adjustments
  • Personalized financial advice
  • Tools and resources for financial literacy
  • Support and accountability

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