Palladium Advisors

Company overview

Palladium Advisors is a modern bookkeeping and CFO advisory firm built to support growing businesses with the financial clarity they need to scale. We deliver accurate bookkeeping, streamlined payroll, sales tax compliance, and high-impact CFO-level insights—without the overhead of an in-house finance team. Our CPA led team combines deep accounting expertise with operational efficiency, leveraging QuickBooks and a global support network to keep your numbers clean and your decisions informed. We also specialize in fund compliance and investor reporting for financial services clients, ensuring accuracy, transparency, and timeliness across all investor communications. Whether you’re a startup, a professional services firm, or a fund manager, Palladium Advisors gives you confidence in your financial foundation. Services We Offer: • Full-Service Bookkeeping (including AP/AR) • Payroll Processing • Sales Tax Compliance • CFO Advisory & Strategic Planning • Fund Compliance & Investor Reporting • Audit support • QuickBooks Setup & Optimization 📍 Based in NY | 🌍 Serving clients nationwide