Business Details
17 Years
experience
Trusted Accounting & Financial Services in Palm Beach
Since 2009, Palm Beach Accounting & Financial Services has been dedicated to transforming complex accounting challenges into streamlined solutions for small businesses and individuals. Our team of certified professionals leverages cutting-edge cloud technology, including QuickBooks and integrated apps, to deliver personalized financial systems that enhance efficiency and decision-making. With over 65 years of combined experience, we specialize in tax planning, compliance accounting, and business valuation services tailored to diverse industries such as nonprofits, legal practices, real estate, and healthcare. Our mission is to empower clients by minimizing tax liabilities, optimizing financial processes, and providing actionable insights through transparent reporting.As an Intuit-certified firm, we prioritize innovation and adaptability, ensuring our clients remain compliant while focusing on growth. Our client-centric approach combines technical expertise with proactive advisory services, including three-tiered tax planning packages and cloud accounting setups designed to meet varying business needs. By maintaining active community involvement and industry certifications, we uphold our commitment to excellence and trustworthiness in every engagement.
Services
Tax Advisory Services
Compliance Accounting
Cloud Accounting Systems
Business Valuation
Financial Process Optimization
Payroll Services
Quarterly Performance Reviews
Estate Planning Support
Technology Integration
Nonprofit Accounting
Details
- Year established: 2009
Highlights and features
- We offer 13+ years of specialized experience in cloud accounting systems.
- Our team holds certifications including CPA and QuickBooks ProAdvisor.
- We provide industry-specific solutions for nonprofits, legal practices, and healthcare.
- Our tax planning uses real-time simulations to optimize client outcomes.
- We guarantee transparent reporting with monthly performance analysis and insights.
Associations and certifications
- QuickBooks ProAdvisor
- CPA (Certified Public Accountant)
Services
Tax Advisory Services
Our Tax Advisory Services provide strategic planning to minimize liabilities through annual reviews, quarterly performance tracking, and advanced simulations. Clients receive personalized guidance on entity structuring, retirement plans, and estate planning while leveraging cloud technology for year-round collaboration and data-driven decisions.
Compliance Accounting
Compliance Accounting ensures adherence to federal regulations via QuickBooks-based systems for payroll, income tax, and sales tax obligations. We streamline reporting processes, reduce penalties, and deliver transparent analytics, allowing businesses to focus on growth while maintaining accurate, audit-ready financial records.
Cloud Accounting Systems
Cloud Accounting Systems enable real-time financial access through secure platforms like QuickBooks. We implement customized tech stacks, train teams, and integrate apps to automate processes, improve cash flow management, and provide actionable insights for informed decision-making across all business operations.
Business Valuation
Business Valuation services deliver data-driven assessments using ABA-endorsed methodologies. Clients receive 25-30 page reports analyzing industry benchmarks, risk factors, and growth potential, supported by interactive dashboards to guide retirement planning, succession strategies, and sale negotiations.
Financial Process Optimization
Financial Process Optimization identifies inefficiencies through monthly performance reviews and one-on-one consultations. We implement streamlined workflows, reduce unnecessary expenditures, and enhance profitability by aligning accounting practices with business goals using cloud-based analytics and expert advisory support.
People
Silvia L. Chestnut Evans
Founder and President
CPA and QuickBooks ProAdvisor with 10+ years in private financial management. Holds MBA in Accounting from Saint Leo University and BS in Finance from University of Florida. Active in Palm Beach community leadership roles.
Joshua Nelson
Senior Manager of Client Accounting Services
7 years with the firm, certified QuickBooks ProAdvisor, and CPA exam candidate. Specializes in client accounting systems and holds BBA in Accounting from Florida Atlantic University. Leadership Palm Beach County alumnus.
Roy Schunter
Senior Accountant, Tax and Payroll
35+ years of experience, Registered Tax Return Preparer, and expert in QuickBooks/Sage software. Specializes in tax compliance and payroll accounting for small businesses with a focus on accuracy and regulatory adherence.
Taylor Verni
Office Manager, Administrative Assistant
Karbon Expert Certified professional managing client communications and internal operations. Ensures smooth workflow coordination and serves as primary contact for client inquiries, leveraging organizational expertise to enhance service delivery.
Aldrin Mae R. Pascual
Accountant
Certified QuickBooks ProAdvisor with BS in Accountancy. Specializes in cloud-based accounting technologies, system implementations, and financial reporting. Brings technical proficiency in emerging accounting software solutions for small businesses.
Questions
What accounting services do you specialize in?
We specialize in tax planning, compliance accounting, cloud-based systems setup, business valuations, and financial process optimization tailored for small businesses across diverse industries.
How do your cloud accounting solutions benefit small businesses?
Our cloud solutions provide real-time financial access, automate processes, reduce errors, and enable secure collaboration, allowing business owners to focus on strategic growth rather than administrative tasks.
Can you help with nonprofit organization accounting needs?
Yes, we offer specialized compliance and reporting services for nonprofits, including grant tracking, donor management, and tax-exempt compliance to ensure regulatory adherence and financial transparency.
What sets your tax planning services apart?
Our proactive approach combines real-time simulations, quarterly reviews, and personalized strategies to minimize liabilities while aligning tax-saving opportunities with long-term business objectives.
How do you handle business valuations?
We use ABA-endorsed methodologies and Big Data analytics to deliver comprehensive reports with interactive dashboards, helping owners understand business worth for retirement, sales, or succession planning.
