Areas of Expertise
Accounting
Our comprehensive accounting services include, but are not limited to, the following:
Back-office services such as daily maintenance of general ledger, including cash account reconciliations, and accounts payable
Preparation of payrolls, payroll reports, and W-2 filing
Sales tax reporting
Information return reporting such as 1099-MISC, 1099-INT, etc.
Software evaluation and implementation for accounting systems
Financial services including financial statement reporting for historical and prospective financial information, and cash flow analysis and management
The accounting services of Schroeder & Schreiner, P.C. are designed to meet the needs of developing and established businesses. Clients utilizing these services range from individuals and start-up companies to much larger businesses that use our accounting services on a more selective basis.
Technology Services
We know that new technology can be overwhelming. That is why we keep up to date on the most recent accounting software that can help our clients become more efficient, saving them time and money. We can help you with something as simple as migrating to a new version of QuickBooks or as complicated as completely upgrading your entire small-business network. We work with local partners to come up with a plan that fits your needs and budget. All while giving you access to our staff who can answer questions quickly allowing you to continue to do what you do best.
Tax
We work with individuals, corporations, partnerships, limited liability companies, trusts, estates, and retirement benefit plans to provide the following services:
Preparation of returns and information filings
IRS representation
Customized income tax planning
Advice on entity selection and business structure to minimize tax
Tax implications of gifting and property transactions among family members
Retirement and estate planning
Business transaction/succession planning
We use our experience and our professional resources to anticipate where changes are likely to occur and what actions our clients should be taking now to deal with them. Virtually every financial decision has tax implications, and tax planning can make a big difference in your tax liability.
Business Development
We assist in analyzing your current business strategies, and help evaluate ways to improve on those for both efficiency and purpose. We help in identifying key performance indicators specific to your industry and your actual business. We further assist in developing the various target goals for those identified indicators.
We also help evaluate your human resources, one of businesses' most important assets, albeit unrecognized. We identify and explain "holistic" issues to consider in order to obtain maximum value and efficiency from improving the psychological and cultural aspects surrounding your team members.
Using our proven procedures will give you assurance you can reach your goals.
Financial Statements
We can assist you with financial statement reporting that is often requested by your lender, bonding agent, or other regulatory agency.
Specific financial statement reporting services offered are:
Preparation
Compilation
Review
These services can be performed using generally accepted accounting principles (GAAP), or other basis of accounting such as tax or modified cash.
Our accountants continually educate themselves through classes and periodicals to keep up to date on the latest news affecting financial reporting and compliance. We pride ourselves in preparing your financial statements accurately, professionally, and in a timely manner.