Succession Planning

5 Questions to Ask Yourself

Are you a business owner? If so, your business is likely the largest asset you own. If you are like many other business owners, you probably do not have much free time to think about succession planning. A plan for determining the future ownership of your business is not optional. Here are five things you should ask yourself when thinking about succession planning for your business.

 

MetroNorth Chamber Golf Outing

Smith Schafer was proud to be a hole sponsor at the MetroNorth Chamber of Commerce annual golf tournament Wednesday, May 20. Smith Schafer has a fundamental dedication to community involvement and visibility. 

Pictured: Edina Staff Accountant, Kyle Spicer, enjoying networking with local businesses.

JDRF Rochester Walk Sponsor

Smith Schafer sponsored the JDRF Rochester Walk Sunday, May 17. The walk had approximately 700 participants and raised over $50,000.

Pictured: Rochester Office Manager, Shelly O'Groske, and her son Ryan and pup Lilly.

Client Satisfaction Survey

Is Smith Schafer meeting your needs? While we always welcome direct feedback on our performance, this online survey provides you with an easy, quick way for you to tell us whether we are meeting your expectations. Your satisfaction is our goal!
 

Going The Extra Mile

Going The Extra Mile Winner - Andrew Forliti

"He always finds time to answer questions and helps other employees with their work, while balancing a large work load himself. He is great at setting an example for others to work hard while having fun at the same time."

Thanks for all that you do Andrew! :)

Association of Women Contractors Expo

Jeni Wentz - Association of Women Contractors Expo

Building a successful construction company requires teamwork.

 

Smith Schafer is proud to be a part of the Association of Women Contractors. Smith Schafer's CPA team specializes in providing accounting, auditing, tax and business consulting services to the specialty contractors industry. Our industry experience and expertise make us a valuable partner for specialty contractor companies. Click here to learn more about our expertise.

 

Pictured: Senior Accountant, Jeni Wentz, mingling at the Association of Women Contractors annual expo April 23, 2015. 

2015 Business Associate of the Year!

Business Associate of the Year

"Each year ABWA Rochester Charter Chapter recognizes a local business or organization that has been supportive to our community and to ABWA. 

Busy Season Fun!

Office Olympics

Our Maplewood office competed in an OFFICE OLYMPICS this past busy season. Staff created teams and participated in weekly challenges. I am proud to announce that the BLUE TEAM is officially the OFFICE OLYMPICS winner!

 

Pictured: Jill Schultz, Jenna Innes, Nikki Horning, Umar Akhtar and Meha Patel

Busy Season Comes to a Close

We would like to take this opportunity to say THANK YOU to our clients for choosing Smith Schafer for your accounting and tax needs. We are truly grateful for your business.

Nothing is more satisfying to us than working one-on-one with our clients to review their specific situation, discuss their goals and maximize their financial well being. As we look back at all our firm has accomplished over the past months, it’s not the number of returns we filed or the hours we put in that we will remember and celebrate. Rather, it’s the personal service we were able to provide and the relationships we were able to develop that made this tax season a success.

Baseball Opener Celebration

We are celebrating the Twins' Home Opener with food, food and more food. Food has been a common theme this busy season around all of our offices. :)
 
Pictured: Our Managing Principal, Steve Erchul
 

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