Finding a Great Small Business Accountant

A Better Way To Find The Right Accountant For Your Business

Consider these questions:

  • Are you frustrated by a lack of communication from your accountant?
  • Are you sick and tired of not getting the attention you want?
  • Have these factors cost your business time and money?

Palmetto Partners works with small and mid-sized businesses, pairing them with pre-screened CPA firms of different sizes, personalities, and industry specializations to find the perfect fit for businesses. Whether you have 1 or 100 employees, are a startup, or have been in business for 15 years, we use our 12 Key Matching Factors system to connect you with an advisor perfectly suited to your business.

Small Businesses

Bookkeeping, taxes, payroll, and more. You want to focus on building your business, not searching for a new accountant. Find a better fit with Palmetto Partners, where we pair small- and mid-sized business owners with accountants who are a true partner in the growth of the business.

Palmetto Partners

Sometimes all it takes is the right introduction to super-charge your business. We connect owners and accountants, understanding their common goals, personalities, and experience. With our 25-year track record of success and 1,200+ satisfied customers, what are you waiting for?

Accounting Firms

As a great accountant, you know that relationships and technical skills go hand in hand to build your practice. Sales and marketing? That’s not your strong suit. Let Palmetto Partners connect you with quality small business clients so you can do what you do best.

Choosing a New Accountant

Our Solutions to Common Problems

Businesses change their accounting relationships on average of every 5 years. Why? Business owners:

Don’t get their questions answered in a timely manner.

We pre-screen all our accountants because we want them to be accessible. Our CPAs understand the urgency when business owners have financial questions, and we do our due diligence to make sure all the accountants we recommend are just a phone call away during these times.

Let us help you find the perfect accountant for your business. Contact us today!

Receive “surprise” tax notices due to poor planning.

Our overarching goal is to create a partnership between the business owners and their accountant. This means creating a financial strategy and long-term plan, so come tax season, you’ll never be surprised by a tax notice… in fact, you’ll be expecting it.

Don’t understand the statements provided.

The accountants we recommend can do a lot more than explaining your statements to you. They can proactively help with payroll, handle bookkeeping, and strategize a financial plan, depending on your company’s needs.

Only hear from their accountant at tax time.

One of the first things we consider is matching communication preferences. For hands off owners you’ll get an accountant who is used to getting work done without instruction. For financially involved owners, we’ll pair you with accountants who appreciate more client communication, ensuring you hear from you accountant as often as you need.

Feel they get “nickel and dimed” by their CPA.

Put simply, our accountants want to see you succeed. Paying your new accounting firm is done in a way that won’t make you feel like you can’t call for a quick question without paying a large consulting fee.

Palmetto Partners works to solve these frustrations for business owners by connecting them with the perfect fit from among our pre-screened CPAs. Learn more!

Matching Accountants and Small Business

What Business Owners are Saying About Us

Building a relationship is all about finding the right fit. Similar goals, personalities, experiences, and more help our partnerships succeed. We know it’s a different approach, but it really works. Don’t just take our word for it. Hear from some business owners we’ve worked with:

Find Your Perfect Accounting Fit!