Palmer Financial

Palmer Financial, LLC is a trusted provider of outsourced accounting and financial services for growing companies in the Washington, DC area. Our team is composed of seasoned professionals with extensive accounting and finance experience, having served in various industries such as non-profit, technology, advertising, professional financial, and international sectors. Our company has been in operation for over two decades, and we take pride in maintaining a high level of personal service to our clients.

Founded in 2002 by Douglas R. Palmer, a CPA with three decades of experience in finance and accounting, Palmer Financial, LLC has been dedicated to being the "finance department" solution for growing organizations. We are passionate about client service and strive to add value on a daily basis. Our competitive advantage lies in our purposeful decision to serve a limited number of companies while maintaining exceptional personal service.

Our Management Team

*Douglas R. Palmer, CPA - Owner/Partner*

Doug founded Palmer Financial, LLC with the mission of providing excellent outsourced accounting and financial services to growing organizations in the Washington, DC area. With over two decades of experience as a CPA and CFO serving both large and small organizations domestically and abroad, Doug has held various private sector CFO, Controller, and Accounting roles, and spent a number of years at PricewaterhouseCoopers, a "Big Four" public accounting firm. Doug oversees and serves the firm's client base of corporate and non-profit organizations.

*Adam J. Friedman, CPA - Tax Partner*

Adam is a licensed and practicing CPA with almost two decades of experience in corporate and non-profit tax sectors. His expertise includes tax return preparation, filings, and agency follow-up work. Adam has advised numerous clients on a wide variety of tax strategy issues and is a graduate of the University of Maryland.

*Brad Yochum, MBA - Senior Director, Nonprofit Accounting*

Brad holds an MBA in Accounting with over two decades of experience in finance and accounting. He has served non-profit and corporate clients, dealing with overall finance and accounting needs, and sometimes complex accounting/finance requirements. Brad has also served as an accounting and finance professor at Baker College and is a graduate of California State University Fullerton and Baker College.

*Holly Scott Atallah - Director*

Holly has been working in the finance and accounting sector for almost two decades, beginning her career in investment banking, focusing on M&A and capital raises for large corporations in New York City. She now serves as an outsourced CFO and engagement manager to small and mid-sized companies in both the public and private sector. Holly received a BS in Economics from The Wharton School at the University of Pennsylvania.

Our Mission

Our mission is to be the "finance department" solution for growing companies in the Washington, DC area. We are passionate about client service and strive to add value on a daily basis. We maintain a competitive advantage by serving a small number of companies and keeping a high level of personal service.

Before beginning our engagements, we identify the changeover point when your company will need a full-time accounting person and plan accordingly to ensure a smooth transition. When you're ready for a full-time employee, we can help you find that person by helping you identify the skills required, interviewing candidates, and making recommendations based on your company's unique needs.