Pallmark
Pallmark accounting services overview

What We Offer

Three Services.
One Focused
Practice.

Each service at Pallmark is built around a specific accounting need — nothing bundled, nothing vague. Choose what fits your situation and know exactly what you're getting.

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How Pallmark Structures Its Work

Rather than offering a broad suite that includes things you may not need, Pallmark keeps its services focused. Each one addresses a distinct area of accounting operations — audit readiness, payable workflow, and tax compliance. You can engage one service, two, or all three, depending on what your business currently requires.

Pricing is straightforward. There are no tiers or hidden add-ons. What's described below is what's included.

Service 01

Audit Preparation
& Support

Many businesses find themselves facing an audit with documentation spread across different systems or stored inconsistently. This service addresses that directly — working through your existing financial records to bring them into an organized, auditor-friendly state.

The process covers a review of financial statements for completeness, identification of gaps where supporting documentation may be missing, and preparation of schedules commonly requested during audits. It's suited for businesses approaching their first formal audit or those who want a structured review before one begins.

What's included

  • Financial statement completeness review
  • Documentation gap identification
  • Preparation of auditor-requested schedules
  • Three to six week engagement timeline

Per engagement

$1,800 USD

Learn about this service

A Closer Look

Who it's for

Businesses approaching their first formal audit or those wanting organized financial records before an auditor arrives.

Duration

Three to six weeks, depending on the complexity of your existing records.

Structure

Fixed engagement, not a subscription. One scope, one price, clear deliverables.

A Closer Look

Who it's for

Companies with twenty or more vendor relationships that need consistent, cycle-by-cycle management of invoices and payments.

Billing

Monthly subscription. No long-term lock-in period required upfront.

Deliverable

A clear aging report each billing cycle so you always know what's outstanding and when payments are due.

Service 02

Accounts Payable
Management

Vendor invoices have a way of accumulating. When you're managing twenty or more vendor relationships each month, keeping track of what's been approved, what's been paid, and what's still pending takes consistent attention.

This service handles that process systematically — reviewing each invoice for accuracy, matching it against the corresponding purchase order, and scheduling payments to avoid late fees. Each billing cycle includes an aging report giving you a straightforward view of outstanding obligations.

What's included

  • Invoice accuracy review and PO matching
  • Payment scheduling and queue management
  • Expense tracking and categorization
  • Monthly aging report of outstanding obligations

Monthly subscription

$350 USD/mo

Learn about this service
Service 03

Sales Tax
Compliance

Sales tax obligations vary considerably from one jurisdiction to another — different rates, different filing frequencies, different definitions of taxable goods and services. For e-commerce businesses and multi-location retailers, staying current takes active monitoring.

This service manages your ongoing sales tax obligations across applicable jurisdictions. It covers initial registration where needed, monthly or quarterly return preparation, and reconciliation of the tax you've collected against what's been reported. Changes in rates and rules that affect your business are tracked as part of the ongoing engagement.

What's included

  • Jurisdiction registration in required states or regions
  • Monthly or quarterly return preparation
  • Collected vs. reported tax reconciliation
  • Monitoring of rate and rule changes by jurisdiction

Monthly subscription

$275 USD/mo

Learn about this service

A Closer Look

Who it's for

E-commerce sellers and multi-location retailers who need consistent management of sales tax across varying jurisdictions.

Filing frequency

Monthly or quarterly, depending on what each jurisdiction requires for your business volume.

Ongoing monitoring

Rate and rule changes are tracked as part of the service — you don't need to monitor legislation yourself.

Pricing at a Glance

All three services, side by side.

Service Structure Price Details

Audit Preparation & Support

3–6 week engagement

Per engagement $1,800 View →

Accounts Payable Management

20+ vendor relationships

Monthly subscription $350/mo View →

Sales Tax Compliance

Multi-jurisdiction

Monthly subscription $275/mo View →

Prices are in US Dollars. Services may be engaged individually or in combination.

Getting Started

The process is straightforward. No long onboarding forms or calls just to learn the price.

01

Reach out

Send a message through the contact form. Briefly describe your situation and which service interests you.

02

Short conversation

We'll follow up to understand your needs and confirm whether the service fits your current situation.

03

Begin the work

Once we've aligned on scope, the engagement starts. You'll have a clear picture of what to expect throughout.

Have a question about which service fits?

If you're uncertain which service applies to your situation, or whether a combination makes sense, feel free to ask. There's no pressure — just a straightforward conversation to see if Pallmark is a good match.

Get in touch