{"id":12,"date":"2014-04-25T11:10:34","date_gmt":"2014-04-25T15:10:34","guid":{"rendered":"http:\/\/test.palmerfinancial.net\/?page_id=12"},"modified":"2015-12-17T01:28:04","modified_gmt":"2015-12-17T06:28:04","slug":"our-experience","status":"publish","type":"page","link":"https:\/\/test.palmerfinancial.net\/index.php\/our-experience\/","title":{"rendered":"Plan, Evaluate and Execute"},"content":{"rendered":"
\nOur team is comprised of professionals with many years of accounting and finance experience.
\nWe have served and continue to serve companies in the following industries:<\/p>\n

<\/p>\n

\"Non-Profit\"Non-Profit<\/p>\n
\n

CLIENTS<\/p>\n

    \n
  • We have served a number of non-profit organizations in the Washington, DC area<\/li>\n
  • Due to organizations’ size and number of transactions, it is not necessary for a full time CFO\/Controller or finance department<\/li>\n
  • Reporting to the BOD and stakeholders is usually necessary<\/li>\n
  • Financial audit may be required<\/li>\n<\/ul>\n<\/div>\n
    \n

    SERVICE NEEDED\/PROVIDED<\/p>\n

      \n
    • We become the client’s entire Finance Department<\/li>\n
    • We provide high level advice & regular reporting to stakeholders<\/li>\n
    • We assist with budgeting and financial projections<\/li>\n
    • We liaise with the external auditors<\/li>\n
    • We process client donations, pay vendor bills & record payroll<\/li>\n<\/ul>\n<\/div>\n
      \n

      VALUE PROPOSITION<\/p>\n

        \n
      • Client pays usually less than half the cost of a full time person<\/li>\n
      • Client is provided with high level advice<\/li>\n
      • Client gets reporting and processing needs met<\/li>\n
      • BOD & Stakeholders are pleased to have proper accounting & reporting<\/li>\n<\/ul>\n<\/div>\n<\/div>\n

        <\/p>\n

        \"Technology\"Technology<\/p>\n
        \n

        CLIENTS<\/p>\n

          \n
        • We serve a number of VC\/Private Equity backed companies in the Washington, DC area<\/li>\n
        • Companies include revenue and pre-revenue (usually with a recent round of financing)<\/li>\n
        • Due to company size and number of transactions, it is not necessary for a full time CFO\/Controller or finance department<\/li>\n
        • Reporting to stakeholders is usually necessary<\/li>\n
        • Financial audit is usually required<\/li>\n<\/ul>\n<\/div>\n
          \n

          SERVICE NEEDED\/PROVIDED<\/p>\n

            \n
          • We become the client’s entire back office<\/li>\n
          • We provide high level advice & regular reporting to stakeholders<\/li>\n
          • We assist with budgeting and financial modeling\/projections<\/li>\n
          • We liaise with the external auditors<\/li>\n
          • We process client invoices, pay vendor bills & record payroll<\/li>\n
          • We liaise with client customers and vendors<\/li>\n<\/ul>\n<\/div>\n
            \n

            VALUE PROPOSITION<\/p>\n

              \n
            • Client pays usually less than half the cost of a full time person<\/li>\n
            • Client is provided with high level advice<\/li>\n
            • Client gets reporting and processing needs met<\/li>\n
            • BOD & Stakeholders are pleased to have proper accounting & reporting<\/li>\n<\/ul>\n<\/div>\n<\/div>\n

              <\/p>\n

              \"Advertising\"Advertising<\/p>\n
              \n

              CLIENTS<\/p>\n

                \n
              • We have served a number of Public Relations\/Public Affairs\/Advertising clients in the Washington DC area<\/li>\n
              • Due to company size and number of transactions, it is not necessary for a full time CFO\/Controller or finance department<\/li>\n
              • Reporting to the partners is usually not required but considered vital<\/li>\n<\/ul>\n<\/div>\n
                \n

                SERVICE NEEDED\/PROVIDED<\/p>\n

                  \n
                • We become the client’s entire Finance Department<\/li>\n
                • We provide high level advice & regular reporting to partners<\/li>\n
                • We assist with budgeting and financial modeling\/projections<\/li>\n
                • We maintain client’s timekeeping system<\/li>\n
                • We process client invoices, pay vendor bills & record payroll<\/li>\n
                • We liaise with client customers and vendors<\/li>\n<\/ul>\n<\/div>\n
                  \n

                  VALUE PROPOSITION<\/p>\n

                    \n
                  • Client pays usually less than half the cost of a full time person<\/li>\n
                  • Client is provided with high level advice<\/li>\n
                  • Client gets reporting and processing needs met<\/li>\n
                  • Partnership and\/or other Stakeholders are pleased to have proper accounting & reporting<\/li>\n<\/ul>\n<\/div>\n<\/div>\n

                    <\/p>\n

                    \"Professional\"Professional<\/p>\n
                    \n

                    CLIENTS<\/p>\n

                      \n
                    • We have served a number of technology, legal and financial services companies<\/li>\n
                    • Due to company size and number of transactions, it is not necessary for a full time CFO\/Controller or finance department<\/li>\n
                    • Reporting to the partners is usually not required but considered vital<\/li>\n<\/ul>\n<\/div>\n
                      \n

                      SERVICE NEEDED\/PROVIDED<\/p>\n

                        \n
                      • We become the client’s entire Finance Department<\/li>\n
                      • We provide high level advice & regular reporting to partners<\/li>\n
                      • We assist with budgeting and financial modeling\/projections<\/li>\n
                      • We maintain client’s timekeeping system<\/li>\n
                      • We process client invoices, pay vendor bills & record payroll<\/li>\n
                      • We liaise with client customers and vendors<\/li>\n<\/ul>\n<\/div>\n
                        \n

                        VALUE PROPOSITION<\/p>\n

                          \n
                        • Client pays usually less than half the cost of a full time person<\/li>\n
                        • Client is provided with high level advice<\/li>\n
                        • Client gets reporting and processing needs met<\/li>\n
                        • Partnership and\/or other Stakeholders are pleased to have proper accounting & reporting<\/li>\n<\/ul>\n<\/div>\n<\/div>\n

                          <\/p>\n

                          \"Financial\"Financial<\/p>\n
                          \n

                          CLIENTS<\/p>\n

                            \n
                          • We have served a number of financial companies (including a mid-sized registered broker dealer and a private equity group)<\/li>\n
                          • Due to company size and number of transactions, it is not necessary for a full time CFO\/Controller or finance department<\/li>\n
                          • Reporting to the partners is usually not required but considered vital<\/li>\n
                          • Financial audit and reporting to FINRA may be required<\/li>\n<\/ul>\n<\/div>\n
                            \n

                            SERVICE NEEDED\/PROVIDED<\/p>\n

                              \n
                            • We become the client’s entire Finance Department<\/li>\n
                            • We provide high level advice & regular reporting to partners<\/li>\n
                            • We assist with budgeting and financial modeling\/projections<\/li>\n
                            • We maintain client’s timekeeping system (if necessary)<\/li>\n
                            • We process client invoices, pay vendor bills & record payroll<\/li>\n
                            • We liaise with client “FINOP” and\/or auditor if necessary<\/li>\n<\/ul>\n<\/div>\n
                              \n

                              VALUE PROPOSITION<\/p>\n

                                \n
                              • Client pays usually less than half the cost of a full time Accounting\/Finance person<\/li>\n
                              • Client is provided with high level advice<\/li>\n
                              • Client gets reporting and processing needs met<\/li>\n
                              • Partnership and\/or other Stakeholders are pleased to have proper accounting & reporting<\/li>\n<\/ul>\n<\/div>\n<\/div>\n

                                <\/p>\n

                                \"International\"International<\/p>\n
                                \n

                                CLIENTS<\/p>\n

                                  \n
                                • We run the US finance operations for an international client<\/li>\n
                                • Due to company size and number of transactions, it is not necessary for a full time<\/li>\n
                                • CFO\/Controller or finance department<\/li>\n
                                • Reporting to stakeholders is necessary and required<\/li>\n
                                • Financial audit is required<\/li>\n<\/ul>\n<\/div>\n
                                  \n

                                  SERVICE NEEDED\/PROVIDED<\/p>\n

                                    \n
                                  • We are the client’s entire Finance Department for its US operations<\/li>\n
                                  • We provide high level advice & regular reporting to stakeholders<\/li>\n
                                  • We assist with budgeting and financial projections<\/li>\n
                                  • We liaise with the external auditors<\/li>\n
                                  • We process client invoices, pay vendor bills & record payroll<\/li>\n
                                  • We liaise with client customers and vendors<\/li>\n
                                  • We consolidate overseas operations and provide US GAAP financial statements<\/li>\n<\/ul>\n<\/div>\n
                                    \n

                                    VALUE PROPOSITION<\/p>\n

                                      \n
                                    • Client pays a fraction of the cost of a full time Finance Department<\/li>\n
                                    • Client is provided with high level advice<\/li>\n
                                    • Client gets US and consolidated reporting needs met<\/li>\n
                                    • Stakeholders are pleased to have proper accounting & reporting<\/li>\n<\/ul>\n<\/div>\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"

                                      Our team is comprised of professionals with many years of accounting and finance experience. We have served and continue to serve companies in the following industries: Non-Profit CLIENTS We have served a number of non-profit organizations in the Washington, DC area Due to organizations’ size and number of transactions, it is not necessary for a […]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"open","ping_status":"open","template":"","meta":{"footnotes":""},"yoast_head":"\nOur Experience - Palmer Financial<\/title>\n<meta name=\"description\" content=\"Our team is comprised of professionals with many years of accounting and finance experience.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/test.palmerfinancial.net\/index.php\/our-experience\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Our Experience - Palmer Financial\" \/>\n<meta property=\"og:description\" content=\"Our team is comprised of professionals with many years of accounting and finance experience.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/test.palmerfinancial.net\/index.php\/our-experience\/\" \/>\n<meta property=\"og:site_name\" content=\"Palmer Financial\" \/>\n<meta property=\"article:modified_time\" content=\"2015-12-17T06:28:04+00:00\" \/>\n<meta property=\"og:image\" content=\"http:\/\/test.palmerfinancial.net\/wp-content\/themes\/ecity2014\/images\/icon-nonprofit.png\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"4 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/test.palmerfinancial.net\/index.php\/our-experience\/\",\"url\":\"https:\/\/test.palmerfinancial.net\/index.php\/our-experience\/\",\"name\":\"Our Experience - 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