Our Mission
We strive to be the “finance department” solution for growing companies in the Washington, DC area. We are passionate about client service and strive to add value on a daily basis. The company keeps a competitive advantage by purposely serving a small number of companies and maintaining a very high level of personal service.
Our Company
Palmer Financial, LLC was founded in 2002 by Douglas R. Palmer, a CPA with two decades of finance and accounting experience. Mr. Palmer’s experience has been in private sector CFO, Controller and Accounting roles and spent many years at a “Big Four” public accounting firm, PricewaterhouseCoopers.
Transition Plan in Advance
We know that eventually your company will grow and need a full-time accounting person. Before the start of our engagements, we clearly identify that changeover point and plan accordingly with you for this transition.
Network of CPAs
When you are ready for a full time employee, we can help you find that person. We will (i) help you identify the skill sets necessary for this full-time position and (ii) have a vast network of CPAs who we can place at your company.
Strategic Planning
Together we will develop a plan and begin to execute for future strategic alternatives. Our company has experience in both and buy-side and sell-side M&A transactions. It is important that companies plan for future transactions (rather than being “caught off guard”).
Meet Our Management Team
Douglas R. Palmer, CPA
Owner/Partner
Doug founded Palmer Financial, LLC over a decade ago. The mission was simple: provide great outsourced accounting and financial services to growing organizations in the Washington, DC area.
For over two decades, Doug has been a CPA and CFO serving large and small organizations both domestically and abroad. He has been in private sector CFO, Controller and Accounting roles and spent a number of years at a “Big Four” public accounting firm, PricewaterhouseCoopers. Doug oversees and serves the firm’s client base of corporate and non-profit organizations.
Doug is a graduate of the University of Maryland and, over the years, has been involved in sponsoring and mentoring various entrepreneurship programs. He serves on select boards and is the chairman of St. John’s Community Services Foundation, one of the oldest charities in Washington, DC.
Adam J. Friedman, CPA
Tax Partner
Adam is a licensed and practicing CPA. For almost two decades, Adam has served corporate and non-profit clients in dealing with complex tax issues.
In the corporate and non-profit tax sector, he has been involved with many aspects of tax return preparation, filings and agency follow-up work. He has also advised numerous clients on a wide variety of tax strategy issues.
Adam is a graduate of the University of Maryland. He too holds a BS in Accounting from the University of Maryland.
Brad Yochum, MBA
Senior Director, Nonprofit Accounting
Brad Yochum holds an MBA in Accounting with over two decades of finance and accounting experience. For almost a decade, Brad has both served non-profit and corporate clients in dealing with their overall finance and accounting needs and sometimes complex accounting/finance requirements. He also has served as an accounting and finance professor at Baker College.
In the private sector, Brad served in Controller/CFO roles. This experience was invaluable and led to the eventual start of his own firm serving clients as a virtual CFO/Controller.
Brad is a graduate of California State University Fullerton (BA Finance) and Baker College (MBA Accounting). Brad is most thankful for the relationships he has built with his clients.
Holly Scott Atallah
Director
Holly has been working in the finance and accounting sector for almost two decades. She began her career in investment banking where she worked on M&A and capital raises for large corporations in New York City.
After moving to the Washington, DC area, Holly began to focus on corporate development and capital raises for an investment bank where she worked closely with smaller to mid-sized growth companies.
Holly now serves as an outsourced CFO and engagement manager to small and mid-sized companies in both the public and private sector.
Holly received a BS in Economics from The Wharton School at the University of Pennsylvania where she majored in finance and management.
