A belief we act on
For an owner under the line, your finances and the company's finances are one loop. So we keep both sides clean, every month, instead of treating the owner as someone else's problem.
Steven Palmieri is the person behind the Entrepreneur's CFO.
We started this practice because the owners we kept meeting had someone on the books, a tax preparer, and a banker, and none of the three had ever seen the whole picture. The books did not match the returns, the returns did not match what the bank wanted, and personal credit was quietly deciding all of it. Fixing that once, in one place, with one person who owns the plan, is the entire idea. The brand is STEVEN PALMIERI, The Entrepreneur's CFO. Palmieri Enterprises is the legal name. For years an owner paid a firm for what it knew, the rules, the forms, and the grind. AI made knowing cheap. What it did not make cheap is seeing. Time inside small companies teaches you to see the loop between your finances and your company's finances that most owners never outgrow, the fact that a lender reads you before your revenue, and the question nobody asks you. We let AI assist with the knowing and keep your numbers clean. We charge for seeing what they mean, and we show it as one picture, the flow from your credit and your books to your cash and your capital, on one page and on your phone. We are based in Dallas Fort Worth, and we work with owners across the country remotely.
For an owner under the line, your finances and the company's finances are one loop. So we keep both sides clean, every month, instead of treating the owner as someone else's problem.
The promise is clean numbers and a clear picture. We start where you are, we get your finances right, and then we help you grow.
Knowing is free now, and seeing is not. You probably do not need audits, compilations, or GAAP reports. You need someone who sees your whole picture and shows it to you.
The home page is one screen, and the Foundation Check is one click.
A sentence about you and what is loud right now is plenty.
No. Palmieri Enterprises is not a CPA firm and does not provide audit or attestation. We coordinate with licensed professionals where a filing requires one. Texas title rules apply and we follow them.
Owners under ten million in revenue who want a CFO before the big practices will take them, and individuals with a tax, credit, or IRS problem that needs one accountable person.
Dallas Fort Worth, Texas. Most of our work is remote, and it works well that way. If you are local and a meeting in person helps, that is easy to arrange.
Meet the team · The people behind the Entrepreneur's CFO