Business Details
Trusted Accounting Services in Alpena, MI
Our firm provides comprehensive accounting services tailored to individuals, small businesses, municipalities, and nonprofit organizations. With a team of certified professionals, we specialize in tax planning, audit services, and strategic financial management. Our expertise spans decades, ensuring clients receive accurate and proactive solutions. We prioritize personalized service, adapting our approach to meet unique client needs. Our commitment to excellence is reflected in our long-standing relationships with clients across Michigan and beyond.We focus on minimizing tax liabilities, optimizing financial processes, and delivering peace of mind. Our virtual capabilities allow us to serve clients nationwide while maintaining local responsiveness. Transparency, integrity, and client-centric values drive our daily operations. We pride ourselves on staying ahead of regulatory changes to provide informed guidance. Our goal is to empower clients to achieve financial stability and growth.
Services
Tax Planning
Tax Preparation
QuickBooks Services
Audits
Reviews
Compilations
Payroll
Part-Time CFO Services
Cash Flow Management
Succession Planning
Highlights and features
- We have over 20 years of experience in small business accounting.
- Our team consists of certified CPAs with expertise in tax planning.
- We offer personalized services for individuals and small businesses.
- We specialize in audits and reviews for nonprofits and municipalities.
- We provide virtual accounting services nationwide.
What people say
Quick to respond
Save thousands
Great communicators
Highly recommend
Knowledgeable staff
Services
Tax Planning
Our tax planning services help individuals and businesses minimize liabilities through strategic deductions and credits. We analyze financial situations year-round to optimize savings. Clients benefit from proactive guidance aligned with evolving tax laws.
Audits
We conduct comprehensive audits to verify financial statement accuracy for stakeholders, including government agencies and investors. Our process includes internal control assessments and third-party verifications to ensure compliance and transparency.
Small Business Accounting
Tailored accounting solutions for small businesses include bookkeeping, payroll, and financial reporting. We streamline processes to improve cash flow management and support data-driven decision-making for sustainable growth.
QuickBooks Services
We provide QuickBooks setup, training, and optimization to enhance financial management efficiency. Our support ensures accurate record-keeping and seamless integration with business operations for improved productivity.
Part-Time CFO Services
Our part-time CFO service offers expert financial leadership for strategic planning and risk management. Clients gain access to seasoned professionals without the cost of a full-time executive.
People
Kristy Schulze
Managing Partner
CPA with 25+ years of experience, specializing in veterinary clinics. Founded the firm in 1999 after working in public and private accounting. Passionate about marine conservation and scuba diving.
Sandra Edwards
Audit Manager
MSU graduate with expertise in nonprofit and government audits. Certified CPA known for fast payroll processing. Enthusiastic half-marathon runner committed to client satisfaction.
Julia Oswald
CPA
Licensed CPA since 2010, focusing on health and fitness industry clients. Brings metro Detroit experience to Mid-Michigan. Combines financial expertise with sector-specific insights for tailored solutions.
Claudia Miller
Office Manager
Rose City office leader with 20+ years in public accounting. Specializes in medical practice taxation and governmental audits. Ensures operational efficiency while maintaining client-focused service delivery.
Kendra LaHaie
Office Manager
Alpena Community College graduate managing day-to-day operations. Expertise in construction and transportation industries. Balances administrative leadership with personalized bookkeeping services for local clients.
Questions
What accounting services do you offer?
We provide tax planning, audits, bookkeeping, payroll, QuickBooks support, and strategic financial consulting for businesses and individuals.
How can tax planning benefit my business?
Proactive tax planning identifies deductions and credits to minimize liabilities while ensuring compliance with evolving regulations.
What's the difference between an audit and a review?
Audits provide highest assurance through detailed testing, while reviews offer limited assurance via analytical procedures without third-party verification.
Do you support QuickBooks users?
Yes, we offer setup, optimization, and training services to maximize QuickBooks' capabilities for your business needs.
Can you work with out-of-state clients?
Our virtual accounting services allow us to serve clients nationwide while maintaining personalized attention.
How do I schedule a consultation?
Contact us via phone or website to arrange a free consultation at your convenience.
