Most CPA firms are capable of providing financial statements to meet a bank covenant and preparing required tax returns for the government. But with Schulte & Company you get more than just meeting a bank or government mandate. Beyond delivering tax and accounting services in a cost efficient, coordinated manner with no surprises, we view meeting these requirements as a recurring opportunity to improve your bottom line.
The accurate financial statements and timely tax returns we provide become tools for your business: tools that we use to provide tax planning, obtain financing and sell your business. Our expertise to provide these consulting services is one of the things that helps distinguish Schulte & Company from other CPA firms.
Here is what the managing member of a manufacturing client recently said to his new banker:
“Schulte & Company has been our accounting firm since 2008. They have done everything we have asked and more, from performing our audit and preparing the tax returns for our business and owners, to tax planning. Their service has been outstanding; they are always asking ‘What more can we do to help?’ They provide our annual business audit and tax services smoothly, in a coordinated effort. They work well with our staff. Over the years, their tax planning strategies have saved our business owners several hundred thousand dollars in taxes. When our chief financial officer fell ill and ultimately passed away, they stepped in, prepared a loan request package, shopped it with different lenders and successfully secured new credit lines and term loans. Most recently, when we were experiencing a transition in ownership, they helped us evaluate the business and tax implications of various buyout alternatives. They deliver big firm accounting experience with the personal touch of a local firm.”