PAL's Business Services

We are a dedicated team providing simple, accurate, efficient, and affordable service to our clients.

Churches & Religious Organizations

We offer affordable and quality accounting & technology solutions for churches & religious organizations

Schools, Preschools, & Daycares

Spend more time educating, and less time on accounting & bookkeeping

Small Business Accounting & Technology Solutions

With our dedicated and experienced team, we provide our clients with the advantage of a full-time accountant/bookkeeper or IT manager for a fraction of the cost.

Seniors, Individuals, & Families

Prepare you and your family for a financially secure and comfortable future

Get a Quote Today!

See how we can help and how affordable our help can be

Accounting | Taxes | Technology

Welcome to PAL’s Business Services. We are an accounting, bookkeeping, tax preparation,  information technology, and training firm. Located in Citrus Heights, CA, we offer solutions for small and medium-sized businesses, churches & religious ministries, schools & preschools, non-profit organizations, seniors, and families in the Greater Sacramento Area, San Francisco Bay Area, and Northern California. We are also able to provide quality remote accounting and cloud services to clients nationwide. Our expertise and budget-friendly rates can give many small businesses and non-profit organizations advantages enjoyed by much larger firms.


Please contact us today – we’ll be happy to discuss how our services can help you and your business achieve your goals.

Who We Serve

We specialize in serving the following organizations, but our expertise is not limited only to these types of organizations. See below as to how we can serve you and your organization.

Churches & Religious Organizations

Schools, Preschools, & Daycares

Small & Mid-Sized Businesses

Senior Citizens, Individuals, & Families

Client Resource Portal

  • Cloud Access

    From reviewing your financial reports to sharing documents with your account manager, our client portal gives you anywhere access.

  • Resources & Tools

    Our client portal contains many helpful resources and tools to help you work better, be more organized, and make financial decisions.

  • Secure File Storage

    Whether you need cloud storage or need to share documents with a work group, our portal’s file manager offers you a solution.*

  • Connect

    Connect with your PAL’s Account Manager and the rest of the PAL’s Team. Regardless of whether we are a few blocks away or on the other coast from you, you become our neighbor with our portal.

*Private and work group files are an additional service. For cost information, please feel free to contact us.

Why Outsource Accounting & Bookkeeping?

Save Time
Outsourcing your accounting & bookkeeping allows you to use your and your staff’s time more efficiently. PAL’s Business Services can give you more time to develop your business, speak to your members, or help the community. Spend more time on the core of your business or mission.
Clear Perspective
The daily operation of your organization demands your full attention, and often prevents you from fully comprehending your financial position. With PAL’s Business Services, our dedicated team will analyze, report, and interpret the financial condition and position of your organization in a clean and simple way. Our services will give your business, church, or non-profit the clarity to plan and prepare for the future.
Affordable Experience
Hiring an experienced in-house bookkeepers or accountant is an expensive prospect for small businesses, churches, and non-profit organizations. With our experienced staff, PAL’s Business Services provides your organization the accounting & bookkeeping you need, at a price you can afford.
Simple, Accurate, Efficient, and Affordable

Advantage of Managed Information Technology

Customized Solutions

Every organization has different technology needs and demands. With PAL’s Business Services managed information technology services, our IT team will sit down with you to understand your specific operational needs. We will propose an affordable and quality technology plan for you. We can build and install customized computer system, install and configure networks, and setup printers, projectors, and specialized hardware and software.

Peace of Mind

Computers and technology allow you to accomplish more, faster. However, when your computer system is out of date, configured incorrectly, or broken, your operation can become inefficient, ineffective, and could come to an abrupt stop. With PAL’s Business Services, your systems will be configured to achieve optimal efficiency and maintained to ensure reliable performance.


The wide world of the internet is a veritable minefield, filled with viruses, worms, and all sorts of malware. When you operate with a vulnerable system, you risk losing all of your critical data. In a report by the FBI Internet Crime Complaint Center (IC3), there was over $1.3 billion in reported losses due to cyber crime in 2016. With PAL’s professionally managed IT service, combined with secure data management and backup services, you will protect your data and intellectual property from a costly breach or vulnerability.

“In 2016, IC3 received a total of 298,728 complaints with reported losses in excess of $1.3 billion” 

-FBI 2016 Internet Crime Report

Learn More

Our team is ready to work with you

Contact us today to learn more about how PAL’s Business Services can help you or your organization, and to get a quote for our services. We offer a broad range of services for individuals, businesses, schools, and non-profit organizations. Our friendly and experienced team is dedicated to the success of our clients, and we strive to make bookkeeping & accounting simple, accurate, efficient, and affordable.

Our Clients

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