Stan Schmidt started Schmidt Associates on February 1, 1990. He believed that every business, no matter how big or small, needs a Chief Financial Officer (CFO). Our firm was designed to provide that function to those businesses that were most likely too small to have a CFO on staff.
It quickly became apparent that the CFO role was most effective if adequate records were maintained properly and in a timely manner. Record keeping and payroll processing soon became a key part of Schmidt Associates services. To this day, the firm boasts a thriving record keeping and payroll practice as well as CFO/Controllership services to a wide variety of clients.
Although income tax return preparation has always been a strong component of the success of the firm, income tax planning is encouraged as a more effective way to manage the income tax bite. Additional planning engagements include financial planning, estate planning, retirement planning, and business planning.
At Schmidt Associates we utilize the latest technological internet based advances to provide services to our client's that are relevant, timely and delivered when and where needed via safe and secure portal technology.
We provide added value to our clients by offering QuickBooks expertise. Our QuickBooks ProAdvisor certifications ensure that we can effectively guide you on system setup, navigation and features…as well as ensure that you maximize the power of the system to keep your books in order.