What We Do

Success Focused

Service Driven

Spend your time focusing on what you do best.

We'll take it from here:

Asset 1@4x
team (1)

a La Carte Services

  • One-off strategy session
  • Personal financial statements
  • Buy/sale assistance
  • Loan application assistance
  • Start-up incorporation
  • QuickBooks consulting
  • Backwork for prior periods
  • AP/AR system setup
  • System automation
  • CFO service
  • Tax audit assistance
goal

Business Coaching

This is our flagship offering. We set up a system that gets your financials to work for you instead of the other way around. Beyond taking care of your monthly accounting and bookkeeping, we become your on-demand advisor, coaching you to make wise financial decisions that save and make your business money.

stadistics (3)

Accounting & Bookkeeping

These time-consuming and often frustrating tasks distract you from focusing on your daily operations. We do all of your fundamental monthly bookkeeping and accounting, providing financial statements for coaching, consulting and tax compliance that you can access online 24/7.

financial (2)

Tax Services

We know tax law. Our services include tax projection, planning, preparation and filing. Let us give you peace of mind by doing the compliance work to keep your business in good standing with government authorities.

team (1)

a La Carte Services

  • One-off strategy session
  • Personal financial statements
  • Buy/sale assistance
  • Loan application assistance
  • Start-up incorporation
  • QuickBooks consulting
  • Backwork for prior periods
  • AP/AR system setup
  • System automation
  • CFO service
  • Tax audit assistance
  • 1

    No Surprise Bills

    Fixed monthly professional fee.

  • 2

    Any-Time Access

    Your documents available through our online client portal.

  • 3

    Year-Round Partner

    Customized solutions that meet your special needs.

“Schwartz is a powerhouse who lighten my workload by providing me not just the information I need, but the fresh ideas required to streamline and grow my business."
Bonnie Sauter
Owner, F&F Pest and Termite Control LLC