Find the Right Accountant for Your Business

Let Us Help!

Not receiving the level of service needed from your current accountant?

Palmetto Partners helps you find the perfect fit for an advisor among our pre-screened CPAs. Their specialties include:

  • Bookkeeping and accounting services
  • Monthly financial statements
  • Payroll services
  • Tax preparation
  • Timely business and personal advising

Using our unique 12 Point Matching System, we have helped over 1,200 businesses do just this.

And, all at no cost to you!

Finding The Best Fit For An Accountant

How Do We Do This?

NO COST TO YOU

That’s right, we’ll match you with an accounting partner at no cost to your small business. Our fees are covered by the relationships with the accounting firms we serve, making it a true value for your organization!

WE'LL HANDLE THE BREAKUP

Letting your current accounting firm know that you are leaving can be an awkward conversation. We’ll take care of the transition to your new provider.

PERSONALITIES THAT JIVE TOGETHER

Of course we take many other factors into consideration, but making sure people work well together provides a solid foundation for the success of both companies.

MATCHING COMMUNICATION STYLES

Email. Phone. In Person.
Weekly. Monthly. Quarterly. Tax season only.
Your business is unique and so are your preferred communication styles. We'll ensure that someone who wants weekly phone calls doesn't get matched with someone who prefers monthly meetings.

BUSINESS & PERSONAL GOALS

When's the last time your current accountant asked what your financial goals are? We want to make sure this is part of a regular dialogue so your accountant can set you up with a plan to exceed them.

INDUSTRY EXPERIENCE

Accounting for a manufacturing company is different than accounting for an agency. Years of experience across many industries helps us pair you with a firm that understands the nuances of your industry.

ACCOUNTING PREFERENCES

Large accounting firm, sole practitioner, or somewhere in between? CPA or Non-CPA? Local practice or well-known statewide? Whatever your preferences, we have a partner that matches your preferences and is ready to work with you!

RISK TOLERANCE

We want to make sure you are comfortable investing your money. Whether you are fiscally conservative or aggressive, we will match you with an accountant that caters to you.

REMEMBER, WE'RE A SMALL BUSINESS TOO

Simply put, we’ve been in your shoes. As a small business, we know how critical the relationship you have with your financial partner is and what it can mean to the success of your organization.

From New to Experienced Businesses

We Work With All Shapes and Sizes

Business Owner

Start Up

As an entrepreneur, you know your skill and trade like the back of your hand, but have little experience when it comes to operating a business. We can help you find a great partner to get you off the ground.

Small Business: 1-7 Years

Congratulations! Your business is growing and so are its needs. Profitability is now key, and the right partner can help you make the leap to the next level.

Mature Business: 8+ Years

From expansion to exit strategy, the game is now more complex than ever. The right accountant can make the difference between a job and a sellable asset.

We tailor a solution to any industry, size, revenue, or financial situation. No matter the stage you’re in, Palmetto Partners can get you where you want to be.

You’ve Piqued My Interest…

I Want More Tips…

You’ve Piqued My Interest…

I Want More Tips…

Fostering Great Communication with Your Accountant

Creating The Perfect Match

Success speaks for itself. Let one of our 1,200+ satisfied customers tell you more about Palmetto Partners: