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.
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.
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
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 overseas 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
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.
Amy Naoum, CPA
Amy Naoum is a licensed and practicing CPA. For over a decade, Amy has served corporate and non-profit clients in dealing with their overall finance and accounting needs and sometimes complex accounting requirements.
She has been in a private sector CFO, Controller and Accounting roles and spent a number of years at a “Big Four” public accounting firm, Ernst & Young, LLP. Her experience at Ernst & Young was invaluable and led to the eventual start of her own firm serving clients as a virtual CFO/Controller.
Amy is a graduate of Emory University. Amy is most thankful for the relationships she has built with her clients. Often traveling from office to office, Amy relishes that each day holds a new challenge for a client in need.