Schmidt Associates, P.C.

Carthage Office: 417-358-6090   Rolla Office: 573-364-2246

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Services

Accounting

Basic bookkeeping is the first and most important building block in having organized accurate information to prepare annual income tax returns. If your bank needs a financial statement to loan you money or as a requirement to continue loaning you money, organized records are a must. Schmidt Associates PC can provide basic bookkeeping services to your company or organization in a cost effective manner.

We can record your transactions from documents you already prepare—check registers, cancelled checks, deposit slips. We will reconcile bank accounts to recorded data to ensure that all transactions are reflected in the records. We can provide detailed reports of all transactions recorded as well as bank reconciliations.

We offer full service bookkeeping including paying your bills, invoicing your customers, preparing sales and use tax returns, and recording all transactions in an organized fashion ready for anything from analyzing trends to preparing tax returns.

CFO Services

At Schmidt Associates, we believe every business deserves a Chief Financial Officer (CFO). We strive to be the CFO for those businesses that do not have that expertise on staff. From the original business plan to succession planning, we are the objective advisor to help you make the best financial decisions for your business.

Our services include:
• Designing and implementing recordkeeping and reporting systems to help manage your business;
• Creating, implementing and monitoring budgets;
• Negotiating with lenders for the most effective debt structure;
• Analyzing insurance requirements and policies;
• Designing and implementing cost effective benefit plans for employees and owners;
• Helping identify the appropriate succession plan for your business;
• Aggressive and effective income tax planning through all phases of your business.

Our goal, as your CFO, is to help you realize the potential you envisioned for the business.

Tax Planning & Preparation

We know one of your top priorities is minimizing your tax burden. This is best achieved through comprehensive tax planning. Whether you’re a business or an individual, our experienced tax strategists work with you throughout the year to develop a customized plan with tax-saving strategies that are tailored to your unique situation. We provide personal, one-on-one service and guidance—and offer answers to your important tax-related questions in language you understand.

Our professional staff stays up-to-date on ever-changing tax laws and are committed to examining all the tax-saving opportunities available to you. We work to maximize your deductions and minimize your tax obligation while remaining in full compliance with IRS statutes.

To make the tax process as convenient and pain-free as possible, we offer our clients 24/7 access to all of their tax information via a secure portal on our website. Login anytime to review your documents electronically and track the progress of your e-filed return.

Payroll

At Schmidt Associates, PC, we understand how cumbersome payroll preparation and compliance reporting can be for a busy business owner. Not only is the preparation of checks, payroll tax deposits and reports a hassle, but keeping up with new rules and changes in the regulations is a huge frustration.

We can help. Our turnkey payroll service is a cost effective solution; from check writing to direct deposit to preparing monthly/quarterly payroll tax reports to processing of year end W-2s.

Our internet based, paperless process uses the latest technological advances to ensure the timeliness and accuracy of the payroll function.

Call us, 417-358-6090,to see what we can do for you. A complete fee schedule is available below.

FEE SCHEDULE