WHY YOU NEED US

TAX AUDIT PROTECTION
Your IRS Defense

Palma Financial Services, Inc.

The Certified Financial Officer You Need

You need a CFO who is competent, knowledgeable, and experienced.
Miguel Palma with Palma Financial is your answer.

  • CPA, PFS, CGMA
  • Financial Experience Your Business Can Rely On
  • Visioned, Focused, And Meaningful Financial Decision Making

Schedule Your Consultation Today!

Why Hire Palma Financial?

When your company has a vacant executive seat, it makes big picture decision making and trajectory scaling cumbersome and challenging. When it comes to finding a qualified candidate for a CFO position, the process can be grueling. Matching qualities that you need, experience that is proven, value that makes a difference, and personality types that mesh well takes meticulous planning.

How Can Palma Financial Help Me?

If you are in the position of having to find a new CFO, you are in luck. We've taken the legwork and guesswork out of the equation for you. Miguel Palma is the Financial Officer your business needs to increase profits, cut costs, lift your bottom line, and open the next chapter of your company's growth. Some of the areas Miguel with Palma Financial will help your company are:

FINANCIAL REPORTING

A CFO must report accurately and timely to the board of directors on current financial conditions and make recommendations to achieve its goals.

CAPITAL STRUCTURE

Being able to balance debt, equity, and financing means creating a capital structure for your company. Your CFO must have a deep understanding of your capital structure and know when or how to make changes.

DEBT, EQUITY, FINANCING

A CFO must find the perfect balance of debt, equity, and internal financing to keep operations running, ensure smooth cash flow and support day to day buying and selling.

Controller Duties

CONTROLLER DUTIES

Your CFO must be able to plan, direct, and coordinate with all accounting operations and functions. The accumulation and consolidation of all financial data must be managed to consolidate business reports accurately, both internally and externally.

Suitable Investment Icon

SUITABLE INVESTING

Suitable investing means your CFO is holding himself to a fiduciary standard. The goals and ambitions of your company must be kept top of mind when your CFO decides what types of investments are suitable and when to purchase them.

ECONOMIC FORECASTING

A CFO is not only responsible for the past and current financial state of your company, but they are also responsible for the future. They must be able to forecast the future of your company finances and make appropriate recommendations based on these forecasts.

Miguel Palma has over 20 years of experience as a CPA, PFS, and CGMA working with wealthy clients, business owners and property owners across the country with complex tax resolution, business planning and development strategies, balance sheet and profit and loss management, SWOT analysis and many other deeply impactful resources and program implementations. These skills, designations, and experiences make Miguel a uniquely qualified candidate who can step directly into the CFO role for your company and begin making decisions that will impact your business immediately.

Your time should be focused on the business. Let Miguel Palma be the financial support your vision needs.

Let Palma Financial Help You Today!