Business Details
18 Years
experience
Your Trusted Bookkeeping Partner in San Diego
At Palmer Bookkeeping Solutions, we bring over 25 years of expertise in bookkeeping and accounting to businesses throughout San Diego County. As Certified QuickBooks ProAdvisors and members of the American Institute of Professional Bookkeepers, we combine industry-recognized credentials with hands-on experience to deliver tailored financial solutions. Our team specializes in full-charge bookkeeping, payroll processing, and QuickBooks setup and training, serving as an extension of your business operations. We understand the unique challenges small business owners face, which is why we focus on simplifying complex financial tasks while maintaining accuracy and compliance. Our services are designed to provide flexibility, whether you require on-site support, remote assistance, or project-based help.By partnering with your CPA or tax professional, we ensure seamless financial management that aligns with your business goals. Founded in 2008 by Tammy Palmer, our firm remains committed to empowering business owners with actionable financial insights. We pride ourselves on personalized service, eliminating long-term commitments to adapt to your evolving needs. From account reconciliations to month-end reporting, our team handles the details so you can focus on growth. With Dawn Fejeran's extensive background in troubleshooting and financial reporting, we deliver comprehensive support that goes beyond basic bookkeeping. Our mission is to reduce your administrative burden while enhancing the clarity and reliability of your financial data.
Services
Bookkeeping
QuickBooks Setup
Payroll Services
Financial Reporting
QuickBooks Training
Details
- Year established: 2008
Highlights and features
- Certified QuickBooks ProAdvisors with 25+ years of combined experience
- Flexible remote and on-site service options available
- No long-term commitments for bookkeeping engagements
- Specialized in full-charge bookkeeping and payroll processing
- Direct collaboration with client CPAs for seamless tax compliance
Associations and certifications
- QuickBooks ProAdvisor
- American Institute of Professional Bookkeepers (AIPB)
Services
Bookkeeping
Our comprehensive bookkeeping services include accounts receivable/payable management, bank reconciliations, and financial reporting. We handle daily transaction recording and month-end closing procedures to maintain accurate financial records. Our certified professionals ensure compliance with accounting standards while providing customized reporting for business decision-making.
QuickBooks Training
We offer personalized QuickBooks training for businesses at all experience levels. Our certified instructors provide on-site or remote sessions covering software setup, daily operations, and advanced reporting features. We help businesses optimize their QuickBooks usage through customized training programs tailored to specific industry needs and accounting workflows.
Payroll Services
Our payroll services include tax calculations, paycheck processing, and regulatory compliance management. We handle garnishments, paid time off tracking, and year-end W-2 processing while maintaining accurate payroll records. Our system ensures timely employee payments and proper tax filings for businesses of all sizes.
Financial Reporting
We generate customized financial reports including profit and loss statements, balance sheets, and cash flow analyses. Our reporting services help business owners monitor performance metrics and make data-driven decisions. We provide monthly reporting packages and special analysis for strategic planning purposes.
QuickBooks Setup
Our QuickBooks setup service includes company file creation, chart of accounts configuration, and system customization. We ensure proper software installation in single or multi-user environments while optimizing settings for specific business needs. Our team provides ongoing support for system upgrades and troubleshooting.
People
Tammy Palmer
President and CEO
Certified QuickBooks ProAdvisor with 25+ years of accounting experience. Former public accountant and full-charge bookkeeper for diverse businesses. Founded Palmer Bookkeeping Solutions in 2008 to provide specialized financial services for small businesses.
Dawn Fejeran
Senior Bookkeeper
Certified QuickBooks ProAdvisor with expertise in accounts management since 1998. Specializes in financial reporting, account reconciliations, and QuickBooks troubleshooting. Provides comprehensive bookkeeping support for various business sectors since joining the team in 2011.
Questions
What bookkeeping services do you offer?
We provide full-charge bookkeeping including accounts receivable/payable, bank reconciliations, financial reporting, and month-end closing procedures for businesses in San Diego County.
Are you certified QuickBooks ProAdvisors?
Yes, both our team members are Certified QuickBooks ProAdvisors with extensive experience in software setup, training, and troubleshooting for businesses of all sizes.
Do you offer remote bookkeeping services?
We provide 100% remote bookkeeping and QuickBooks services for clients outside San Diego County while offering flexible on-site support for local businesses.
How does your payroll service work?
Our payroll service handles tax calculations, paycheck processing, garnishments, and year-end W-2 processing while ensuring compliance with all regulatory requirements.
Can you help with QuickBooks training?
Yes, we offer personalized QuickBooks training sessions covering software setup, daily operations, and advanced reporting features for businesses at all experience levels.
What areas do you serve?
We primarily serve San Diego County businesses but provide remote bookkeeping and QuickBooks services to clients nationwide through secure online platforms.
