window.dataLayer = window.dataLayer || []; function gtag(){dataLayer.push(arguments);} gtag('js', new Date()); gtag('config', 'UA-132921914-1');

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:

Assist you and management team with:

Contact Us Today
brand logo brand logo brand logo brand logo