Business Planning

The reception desk with small business planning materialsAt Palma Financial Services, Inc. we bring both extensive experience with small businesses and technical knowledge that delivers bottom-line results to your organization. We are equipped with the experience that will assure your business the potential to build a solid financial landscape.

Our East Bay business planning service offers a unique viewpoint to your company’s future economic growth through a creative, analytical and professional approach to accounting. We combine our capabilities with your knowledge of your small business and offer you a full suite of skills to help you reach successful financial operations.

  • We start with a realistic revenue and expense projection. We know that you are naturally optimistic about your business. We help you plan for both best case and worst case scenarios.
  • We also help you determine all of your potential funding reserves. There are plenty of State and Federal grants available for new and existing Dublin and East Bay based businesses and we know where to find them.
  • As your business grows, you may want to bring in new partners or cash out and enjoy the fruits of your labor. We specialize in creating business buy-sell agreements that specifically spell out the parameters for these changes.
  • Record keeping is the single most important part of your business. We are an experienced, highly reliable bookkeeping service offering financial advice, monthly reconciliation of all bank statements, and an open door policy when it comes to understanding all of the basics of your everyday accounts.
  • We are, of course, your professional tax adviser as well. We can help you maximize your business write-offs and help address the legal issues like employment taxes as your business continues to grow.
  • Palma Financial Services, Inc. will also make sure that you have the right insurance for your business and all key employees. We can help you understand the reasons to incorporate to protect yourself from the personal liabilities inherent in an LLC. We can help you determine which business structure is right for you, whether it be a partnership, LLC, PLLC, C corporation, S corporation or another business option. After the decision is made, learn how we can help you on our incorporation services page.

Find out how our business planning services can help your small business reach the next level today. Speak to one of our representatives, or contact us online, and we will show you the potential of your financial capabilities. We’ve been helping business in Dublin, CA, and throughout the East Bay, as far as SF and the South Bay since 1998.