Palmetto Partners
Palmetto Partners is dedicated to connecting small and mid-sized businesses in Delafield, WI, with pre-screened CPA firms that align with their specific needs and personalities. Leveraging a 12 Key Matching Factors system, they aim to facilitate lasting partnerships between business owners and accountants, ensuring that all financial questions and strategies are addressed proactively.
With a 32-year track record and a focus on building strong relationships, Palmetto Partners strives to alleviate common frustrations faced by business owners, such as poor communication and unexpected tax notices. Their goal is to match clients with accountants who not only understand their business challenges but also prioritize their growth and success.
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