Allison Palm is a Partner and co-founder of Connect Accounting. Allison’s expertise includes professional services, high net-worth individuals, real estate, hospitality, and construction. Her roles include client advisory services such as, cash-flow management, implementation of financial systems, preparation of financial statements in accordance with GAAP, and management reporting for use in decision making. Allison serves as a primary point of contact between clients and other professionals such as bankers, attorneys, and CPAs.
In her role, Allison especially enjoys providing one-on-one education of financial results based on data-driven information. She enjoys completing complex accounting projects to provide a full accounting service her clients can trust.
Allison began her career in public accounting, where she gained experience in income tax return preparation, financial audits, general ledger management, accounts receivable and payable, and fixed-asset accounting. She earned a Bachelor of Science in Business Administration with a concentration in Accounting from Cal Poly in 2001. She is a California Certified Public Accountant and a member of the California Society of Certified Public Accountants.
In addition to her work at Connect Accounting, Allison has contributed as an educator and reviewer in Income Tax Preparation classes at Allan Hancock College and the United Way of Santa Barbara County. She lives on the Central Coast with her husband and two daughters. In her free time, Allison enjoys the challenge of CrossFit, hiking with her two labs, and engaging with her family's sporting events.