Jason Palmer CPA

Freelance Finance Manager


Financial Operation

  • Liaison between Bookkeeper and Accountant
  • Help manage your bookkeeper
  • Payroll Process Supervision
  • Bank Reconciliations
  • Create Financial Reports
  • Optimize/Align Chart of Accounts
  • Setup/Supervise Credit Card Processing

Operations and Contract Reviews

  • IT Services Contracts, Services, and Performance
  • Copier/Printer Lease/Contract, Services, and Performance
  • HVAC (Heating / Cooling) Service Agreements
  • Telephone System Lease and Service Agreement Optimization

Infrastructure Review

  • IT Equipment Currency and Readiness
  • Regulatory Compliance level
  • Backup and Disaster Recovery Plans
  • Business Continuity Readiness
  • General Security Profile

Questions? Call +1 631-300-1710

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