Business Details
24 Years
experience
Trusted Accounting Services in Bethesda, MD
Palmer Financial has established itself as a trusted provider of outsourced accounting and financial services since 2002. Our team of seasoned professionals brings decades of combined experience in public accounting, corporate finance, and nonprofit financial management. We specialize in delivering tailored financial solutions to growing organizations across diverse industries including technology, advertising, nonprofit, and international sectors. Our unique value proposition lies in combining Big Four accounting expertise with personalized service through a deliberate focus on maintaining a limited client base.We differentiate ourselves through proactive transition planning for clients' future hiring needs and a proprietary network of qualified CPAs. Our strategic advisory capabilities span mergers and acquisitions, capital raising, and long-term financial planning, supported by a proven track record of serving both domestic and international clients. We maintain rigorous professional standards through continuous engagement with evolving accounting regulations and industry best practices.
Services
Accounting Services
Tax Preparation
Financial Management
Strategic Planning
M&A Advisory
Details
- Year established: 2002
Highlights and features
- We offer over two decades of combined experience from Big Four accounting and corporate finance roles
- Our team maintains deep expertise in nonprofit financial management and reporting
- We implement a proprietary transition planning process for client growth stages
- Our network of qualified CPAs ensures seamless future staffing solutions
- We provide strategic advisory services for mergers, acquisitions, and capital raising
Services
Accounting Services
Our comprehensive accounting services cover accounts payable/receivable, payroll processing, general ledger maintenance, and financial statement preparation. We ensure accurate, timely financial reporting while maintaining compliance with regulatory requirements. Our experienced team provides tailored solutions for businesses seeking reliable back-office support.
Tax Preparation
We offer expert corporate tax services including return preparation, filings, and agency follow-up. Our CPAs specialize in complex tax issues and strategic planning, helping clients optimize tax positions while maintaining compliance. We serve both domestic and international tax requirements.
Financial Management
Our outsourced CFO services include budgeting, financial modeling, cash flow analysis, and strategic financial planning. We provide high-level advisory to help businesses make informed financial decisions and maintain proper accounting controls.
Strategic Planning
We develop customized strategic plans covering budgeting, forecasting, and growth initiatives. Our team helps businesses prepare for future transactions through valuation analysis, capital raising support, and merger/acquisition planning.
M&A Advisory
Our M&A services include buy-side and sell-side transaction support, company valuations, and due diligence assistance. We help clients navigate complex transactions while maintaining financial compliance and maximizing value.
People
Douglas R. Palmer
Owner/Partner
Founder with over two decades of CPA and CFO experience, previously at PricewaterhouseCoopers. Serves as strategic advisor to corporate and nonprofit clients while maintaining active involvement in local entrepreneurship programs and charity boards.
Adam J. Friedman
Tax Partner
Licensed CPA with nearly two decades of tax advisory experience. Specializes in complex corporate and nonprofit tax matters, including strategic planning and regulatory compliance for diverse organizations.
Brad Yochum
Senior Director
MBA-holding accounting professional with over 20 years' experience. Former finance professor and corporate CFO, specializing in nonprofit accounting solutions and virtual CFO services for growing businesses.
Holly Scott Atallah
Director
Finance executive with nearly two decades in accounting and investment banking. Specializes in outsourced CFO services for mid-sized companies, with expertise in capital raising and corporate development strategies.
Questions
What industries do you specialize in?
We serve nonprofit organizations, technology companies, advertising firms, financial services providers, and international businesses requiring specialized accounting solutions.
How are your services different from traditional accounting firms?
We function as your complete finance department with personalized service, offering outsourced CFO capabilities at a fraction of full-time costs while maintaining Big Four expertise.
Do you handle both domestic and international accounting needs?
Yes, we manage US operations for international clients and provide consolidated US GAAP financial statements while handling domestic accounting requirements.
What happens when my company needs a full-time accountant?
We proactively plan for your growth by identifying transition points and leveraging our CPA network to help you find qualified full-time accounting professionals.
What strategic services do you offer?
Our strategic services include merger/acquisition advisory, capital raising support, business valuations, and long-term financial planning for organizational growth.
