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

Accounting Services

Tax Planning

Mergers & Acquisitions

Succession Planning

Cash Flow Management

Audit & Review of Financial Statements

Accounting Software Consulting

401(k) and 403(b) Plan Audits

Bookkeeping & Payroll

Business Valuation

Projections & Financial Analysis

Technology Consulting

CONTACT US TODAY TO SCHEDULE A CONSULTATION WITH ONE OF OUR INDUSTRY EXPERTS.

Professional Service Firm Industry Resources

Payroll Tax Credits & PPP Loan Guidance

Payroll Tax Credits & PPP Loan Guidance

Reading Time: 4 minutes In the last three weeks, two major pieces of stimulus legislation have been signed into law. Both acts provide opportunities for small businesses, but also require additional tracking for proper reporting.

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Federal and Minnesota Tax Deadlines Extended

Federal and Minnesota Tax Deadlines Extended

Reading Time: < 1 minute Treasury Secretary Mnuchin announced on Friday, March 20th that the federal tax deadline will be extended until July 15th, 2020 and Minnesota Governor Walz announced that the State of Minnesota will follow suit with income tax filings and income tax payments due July 15th.

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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