Services Built for Business Growth
From foundational bookkeeping to advanced data automation, Palmetto Maple delivers the financial infrastructure your business needs to scale with confidence.
Real-time financial models and insights to support confident, data-backed decisions at every stage of your business.
Management Accounting
- Part-time CFO-level support tailored to your growth stage
- Real-time financial models and visualizations aligned with U.S. GAAP
- Bookkeeping, ledger management, and month-end close
- Budget planning, variance analysis, and cash-flow forecasting
- Managerial reporting designed for business owners and leadership teams
Backed by 40+ years of combined professional experience, our internal audit services give you control, compliance, and confidence.
Internal Audits
- Design and execution of comprehensive internal audit programs
- Regulatory compliance reviews and gap analysis
- Internal controls assessment and strengthening
- Fraud risk evaluation and process safeguards
- Audit findings reporting with clear, actionable recommendations
Turn raw financial data into strategic insight — uncovering growth opportunities and mitigating risk before it becomes a problem.
Financial & Accounting Analytics
- Financial performance dashboards updated in real time
- KPI design and benchmarking against industry standards
- Profitability analysis by product, segment, or customer
- Trend modeling and scenario planning
- Integrated analytics across your ERP, accounting, and banking systems
Equip your leadership team with the intelligence they need to make faster, smarter decisions across every function of the business.
Business Intelligence
- Custom BI dashboard design and deployment
- Self-service reporting for executives and department heads
- Cross-system data consolidation into a single source of truth
- Competitive benchmarking and market analysis support
- Tool selection and implementation guidance (Power BI, Tableau, Looker, etc.)
Stop building reports by hand. We design and automate financial reporting workflows so your team gets accurate data on time, every time.
Data & Reporting Automation
- End-to-end automation of month-end and quarterly reporting
- Scheduled report delivery to stakeholders and regulators
- Custom workflow design using Python, SQL, and leading BI platforms
- Exception and anomaly alerting built into reporting pipelines
- Audit-ready report documentation and version control
We architect efficient data pipelines that move, transform, and surface your business data where it is needed most.
ETL / Database Optimization
- ETL pipeline design, build, and maintenance
- Database schema design and query optimization
- Integration of disparate data sources (ERP, CRM, spreadsheets, APIs)
- Data quality monitoring and automated validation
- Technology selection: Tableau, SQL Server, Domo, Alteryx, and more
Let's Find the Right Fit for Your Business
Not sure which services you need? We'll learn about your business and build a plan that fits — no one-size-fits-all packages.
Contact Us Today