Concierge financial services & consulting

Located in the heart of the South Bay, we pride ourselves on being a local boutique accounting firm with a focused and curated client roster. We develop long-term, growing relationships with our clients and will ask questions and offer thoughts, advice, and opinions on the numbers we see flowing through your business or personal finances. We are here to be your trusted partner.

Our team of five accounting experts is selective in accepting new clients because delivering a highly personalized, friendly, and professional level of service is most important to us. We believe too many clients erode the potential for quality attention. If we don't think we are the right firm to help you, we will let you know.

In today's world of accounting, it can be challenging to find tax preparers, accountants, and bookkeepers who will treat you like a unique client and not something moving on a conveyor belt. The field of qualified individuals is shrinking as fewer college graduates enter the profession. If you are shopping by price point, we are not your firm.

If you are looking for competent customized work, regular communications, timely responses, and a professional long-term relationship—look no further.

We offer more than 35 years of experience providing bookkeeping, policy and procedure implementation, system integration, trust accounting, business advisory, CFO expertise, and general accounting services to a range of clients, including both businesses and individuals. We have developed a reputation for professional excellence in the South Bay through the high quality of our services.

Our team is at home and trusted in the South Bay.

  • Fully personalized services. There's no one-size-fits-all here. In addition to traditional bookkeeping and accounting, we can work with your existing staff, take on special projects, or handle sensitive information.

  • Expert Help From the Start. From opening your accounts to setting up your software, we can develop lean and executable procedures for you.

  • External management or support for your existing accounting staff. We can help train your employees, provide accounting management services, or solve higher-level accounting problems.

  • A streamlined financial view. We efficiently create a big-picture view by implementing the best accounting technologies available.

Our experience & credentials combined with our dedicated personalized service distinguishes us from our peers.  

Business Services

  • Business Accounting Setup 

  • Accounting Services

  • Accounting Software/Computer Consulting

  • Policy/Procedure Design & Implementation

  • Bookkeeping Services

  • Virtual CFO

  • Support Your On Site Bookkeeper

  • Bill Payment and Banking Services

Family Office Services

  • Bookkeeping

  • Tax Organization

  • Budgeting

  • Bill Payment

  • Record Keeping

  • Financial Responsibility Education for Kids

  • Rental Property Accounting

“I highly recommend Cynthia Palm and her staff for accounting services and business guidance. Cindy was essential when starting our retail company four years ago. She provided advice regarding integrations between our POS system and her accounting software. She has always been extremely professional and affordable, and she has been with us on our journey of expansion from one to three locations. Cindy continues to provide us with sound business advice as we continue with our day-to-day operations. We also love that she’s local to the South Bay where we operate our businesses.” 

—Orlando Novoa
Owner of kalihi®️, Manhattan Beach