Business Consulting

Smith Schafer is an ongoing source to help you grow your business with strategies for tax savings, increased profits and new opportunities.

Set a goal. Gain leverage.

Our team works closely with you to gather and examine historic trends, determine best practices and compile prospective financial statements. Comprehensive bookkeeping services and payroll support help your business run smoothly while monitoring short- and long-term cash flow and providing timely, accurate data. We also support succession planning for both family-owned and privately held ventures and investments.

When we finish our analysis of your situation, you will know every detail was covered and our recommendations are based on facts. Best of all, you will feel confident and well prepared to move left, right or straight ahead.

Business Consulting Services:

Accounting Services

Payroll Support Services

Merger & Acquisitions

Buying & Selling Agreements

Budgeting & Cash Flow Analysis

Succession Planning

Projections & Benchmarking

Litigation Support

Cost Segregation Studies

Legal Entity Analysis & Selection

Accounting Software Consulting

Fraud Evaluation & Examination Services

We know your industry:

Construction & Real Estate

Hospitality

Healthcare

Nonprofit

Manufacturing

Professional Service Firms

Retail

Transportation

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Business Consulting Resources

What is a Buy Sell Agreement?

Reading Time: 2 minutes There are several reasons why a business should have a buy sell agreement. A buy sell agreement governs what happens in certain situations when a company is owned jointly with others.

5 Common Succession Planning Problems

Reading Time: 4 minutes Succession is inevitable in a business. When the time comes to start thinking about retiring and/or transferring ownership, it is essential to understand common issues related to the process.

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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Our client satisfaction is exceptional, as demonstrated by our 95% satisfaction rate.

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Why Clients Choose Us

“Have enjoyed good service for over 30 years.”

- R & W Fleming Corporation

“Our service is always exceptional and never have to second guess the answers.”

- EnergyPrint, Inc.

“Smith Schafer has provided second to none service and value to my business and personal accounts for over 30 years. Their expertise and knowledge are unmatched by any other accounting firm I have encountered over all these years.”

“The relationship we have built over the years with the staff at Smith Schafer & Associates is one that can never be replaced. They are quick with helping us figure anything out, always willing to pick up the phone and walk us through any problem we are having. Also they are just all so friendly and kind!”

“I have worked with Jason Boynton for several years. He has consistently provided exceptional service and advice always delivered in a timely, pleasant manner.”

“Smith Schafer always makes everything go smoothly. They were recommended to us by our community bank. We have been using their services for many years for our small business and personal taxes. We always feel well taken care of and that we are receiving the best advice, direction, information and tax preparation."

- The Dog Perk Corporation

“Smith Schafer always provides great information for our business. They are thorough with our accounting and financial planning. We have leaned heavily on them with interpretation of the PPP Loan and COVID-19 planning. They have been instrumental in our success and are always very knowledgeable and quick to respond to any of our questions."

“The relationship we have built over the years with the staff at Smith Schafer is one that can never be replaced. They are quick with helping us figure anything out, always willing to pick up the phone and walk us through any problem we are having. Also they are just all so friendly and kind!"

“We love our CPA team at Smith Schafer. They have helped us navigate many personal and business decisions."

“Smith Schafer is very dedicated to their clients and always has their best interests in mind. They are very knowledgeable and thinking ahead to what the clients may be needing in the future. We would highly recommend Smith Schafer to our family and friends."