Financial Services Companies
Accounting for Minnesota Financial Services Companies.
The aging population and rising investor uncertainty will boost demand for financial industry services, but these companies operate in a heavily regulated environment that is experiencing unprecedented change.
Smith Schafer has provided expert advice and consulting to financial services companies for more than 45 years. Our Industry Expert Group is committed to serving over 350 Minnesota Professional Service Firms.
Customized Solutions for Financial Services Companies
Why Professional Service Clients Choose Us
“Have been impressed with the entire operation…whether calling or in person.”
– Tom Illies Insurance Agency
“Greg Epsom is easy to work with and always responds in a helpful manner in a short amount of time and he is very professional and accessible.”
– Ohly Law Office
“Jason Miller and Meha Patel always do a great job!”
– Learning Masters
“Very satisfied with the professionalism and timeliness of the services provided to me.”
– Loucks & Associates
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PROFESSIONAL SERVICE FIRM INDUSTRY RESOURCES
There are several applications in which the valuation of your business can deliver insight for guiding critical strategic decisions. For example, below are some common scenarios in which a valuation of your professional service firm may be helpful:
The Employee Retention Credit (ERC), introduced with the CARES Act, is a way for professional service firms to recoup wages paid to employees. Does your firm qualify?
The professional services industry is feeling the impact of the COVID-19 crisis in a variety of ways. Firms are adjusting to remote working and new client engagement models, all while navigating demands in the face of growing uncertainty.
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