A full range of services
to manage every facet of your account.
Your financial well-being drives everything we do at Smith Schafer. From routine accounting services to complex projects - we'll leverage our many services to take care of you.
- Accounting Software Selection and Implementation
- Audit, Reviews and Compilation Services
- Tax Planning and Preparation
- Bookkeeping
- Business Consulting
- Business Succession Planning
- Business Valuations
- Buying and Selling a Business
- Cash Flow and Budgetary Analysis
- Employee Benefit Plans
- Estate and Retirement Planning
- Financial Forecasts and Projections
- Financial Planning
- Payroll Services
- QuickBooks ProAdvisors Services
Audit, Reviews and Compilation Services
Work with auditors who can provide your organization with audit, review and compilation services to meet the demands of your board of directors, government agencies or organizations like United Way. Our efficient and respectful style insures the least disruption to you and your staff.
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Tax Planning and Preparation
Let Smith Schafer help put you in the best tax position so you never pay one penny more than you're required. Tax laws have become extremely complex. Our tax professionals closely monitor changes in the law that may affect your situation. We'll recommend tax saving strategies to help you take advantage of special programs and avoid penalties. And, as your personal and business matters change along the way, you have a trusted advisor to call throughout the year.
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Business Consulting
Smith Schafer is an ongoing source to help you grow your business with strategies for tax savings, increased profits and new opportunities. We'll help you develop a strong plan so you'll be in a better position to control costs, respond to inevitable change and build management consensus.
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Bookkeeping
Accurate bookkeeping helps keep your business running smoothly, but internal staff may not be sufficient to do the job well. We'll do it for you. Monitor short and long-term cash flow. Know for sure if you're making or losing money. Make tax filings more efficient. Provide bankers with accurate information. We can help.
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Business Succession Planning
Your business growth strategies may include succession planning. Every family and every family business is unique. We'll help you make the best decisions with your family's goals in mind so your company can succeed for many generations.
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Buying and Selling a Business
If you're looking to purchase a business, our services include identifying potential market opportunities and analyzing the value of prospective businesses. If you're seeking to sell your company, we'll work with you to determine the value of your business and help you evaluate various offers from buyers. Smith Schafer has the expertise to assist you from the first stage of negotiations, through due diligence, to the completion of the transaction.
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Financial Forecasts and Projections
Forecasts and projections are the core of any successful business plan. Key decisions are dependent on them. Our accounting professionals work closely with you to gather and examine historical financial statements, determine best practices and compile prospective financial statements.
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Business Valuations
Our business valuation services can fill an integral need in your strategic plan. We'll assist you in this important area as you make important decisions in areas such as succession planning, mergers and acquisitions, equity or debt financing, gifting and estate planning, buy/sell agreements, ESOPs, and litigation support.
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Estate and Retirement Planning
Make sure you have enough saved for your retirement, and your hard earned money goes to your heirs, not the government. You may be surprised what your estate is worth, so smart planning now could save thousands of dollars later. Our estate and retirement professionals can show you ways to plan for your retirement and also reduce your current income tax bill.
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Employee Benefit Plans
Employee benefit plan compliance issues are complex, requiring help from professionals who understand the issues and the challenges associated with benefit plans, plan administrators and plan sponsors. Our advisors can guide you through every facet of structuring and managing the right employee benefit plan program for your organization.
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Accounting Software Selection and Implementation
Running your business goes smoother and profits stay higher with the right accounting and business management software. Let our technology experts help you choose the right tools for your business and guide you through the implementation.
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Payroll Services
Free up your staff and ensure accuracy with payroll services from Smith Schafer. We've been performing this service since the early days of our firm, providing clients with seamless, on-time service. Timely and easy to read reports assure you of an accurate process.
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Financial Planning
Your financial future could be more secure with the help of a Smith Schafer financial advisor. We'll help you determine the appropriate strategy including short and long term goals, savings and investments, diversification, debt management and insurance needs.
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Cash Flow and Budgetary Analysis
Cash flow and budget information gives you key financial data to make sure your business is on track. The professionals at Smith Schafer can provide you with this essential service. Fast decision making and long term strategic planning both demand this accurate and timely reporting.
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QuickBooks ProAdvisors Services
Smith Schafer offers full QuickBooks consulting. We can assist you with the purchase, installation, and setup of QuickBooks software. Our Firm currently has 10 Certified QuickBooks ProAdvisors. By engaging a QuickBooks Certified ProAdvisor, from Smith Schafer, you are ensured that we know the accounting and tax issues that may affect your business and find proactive solutions.
If you have a need for our QuickBooks accounting services please contact us.
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