Business Planning & CFO Services

Outsourcing all or portions of your business, accounting, and financial functions allow you to concentrate on running and growing your business successfully.

Rethink your business: We help you identify goals to drive profits and your other strategic initiatives

We assist clients with the financial operation of their company in:

Outsourcing accounting and chief financial functions
Reviewing, analyzing and making monthly recommendations
Budgeting and cash management strategies are fully implemented
Assisting clients in attaining and maintaining debt and equity financing, including negotiations and communications with lenders and investors
Creating financial statements and management reports
Negotiating company acquisitions on business sale
Framing business strategies and operational ideas for success
Assessing financial consequences of transactions
Identifying, quantifying and managing risk
Running month end system reports and profit margins

Success is based on being able to take our client's perspective into consideration and addressing the issue of purposeful risk

Schmidt + Associates will help you assess risk and guide all aspects of your business.

We will help you:

Rethink your finances
Rethink your business

Assist you and management team with:

Confidence to make decisions based on best strategic moves
Capital efficiency
Strategic overhaul
Reduce costs
Redesign your organization or business
Acquisition, innovation, integration
Invigorate the culture to improve the effectiveness
Reinvest cost and tax savings
Set agenda for strong growth
Generate significant savings
Optimize your existing business to improve efficiency
Innovate intelligently for long-term growth
Guide all aspects of your business