Your relationship with your accountant is extremely important as a business owner. You should meet regularly to discuss tax-savings strategies, sales performance, and business planning.  There are many elements to a comprehensive, solid business plan that help you save on taxes and plan wisely for the future.  Many accountants tell you where you've been.  At Witzig Financial Strategies, we are business solutions advisors who help you navigate where you are going!  You always have time to plan smart for your business.  Please call us for an initial assessment meeting.  There is no cost or obligation.

Corporate books and records (complete general ledger maintenance.

Fixed assets and depreciation calculations.

Accounts payable.

 

Monthly, quarterly, and annual financial statement reporting.

 

Budgeting, forecasting, and cash flow management.

 

Trends and key performance statistics.

 

Financial presentations.

 

Tax return preparation.

 

Proactive tax planning and advice.

 

Payroll.

Consulting for complex accounting and reporting issues.

Assistance preparing for an audit or review.

Philip Schmidt provides reliable, sincere financial leadership that helps you achieve the advantage you desire for yourself and your business.  He prioritizes your concerns and is proactive in giving you and your company clear direction and superior service.

Philip is a native of Minnesota.  He has his bachelor's degree from the University of Minnesota and is a Certified Public Accountant, Personal Financial Specialist, and Certified Fraud Examiner.  He is a member of the American Institute of Certified Public Accountants and the Association of Certified Fraud Examiners.  He was previously an Audit Supervisor with RSM US LLP and an Audit Manager with Heinold Banwart. 

 

During his 12 years in public accounting, Philip helped local businesses and traveled the country as an auditor, tax accountant, business advisor, and forensic accountant.  He has also served as a quality assurance reviewer and firm peer reviewer.  In his spare time, Philip loves to watch sports and be outdoors with his wife Kristin.

Business start-up assistance (choice of entity, business plans).

Strategic business planning.

Internal control assessments.

Evaluate the suitability of the design and implementation of your organization's accounting and reporting controls to prevent and detect fraud or errors.

Issue report of findings with recommendations.

Michael Witzig has over 20 years of experience in tax and comprehensive financial planning consulting services. He is committed to helping his clients determine their objectives, develop a plan, and delivering suitable strategies and solutions to help them achieve their investment and retirement goals. 

Check out the background of firms and investment professionals on FINRA'S BrokerCheck.  Click the link below:

To help provide his clients the most accurate and up-to-date market and regulatory information, Michael stays actively involved in the Financial Planning Association, American Institute of Certified Public Accountants, is a member of several financial planning national study groups, and regularly attends industry seminars and workshops.

 

Michael is a Certified Public Accountant (CPA) and Certified Management Accountant (CMA).  He graduated with a bachelor’s degree in business administration from the University of Minnesota and has an MBA degree from Illinois State University.  He currently holds FINRA Series 6, 7, 63 and 65 licenses.  He is actively involved in his community and enjoys reading, golf, playing hockey and spending time with his wife and family.

Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member of FINRA/SIPC.  Advisory services through Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.  Witzig Financial Strategies and Cambridge are not affiliated.

Cambridge does not provide tax or legal advice.

This communication is strictly intended for individuals residing in the states of AL, CA, CT, FL, GA, IA, ID, IL, IN, KS, KY, MA, ME, MI, MN, MO, NC, NE, NJ, NY, OH, OR, PA, SC, VA, WI, and TX. No offers may be made or accepted from any resident outside the specific states referenced.