Business Details
27 Years
experience
Trusted Accounting Services in Alpena, MI
Founded by experienced professionals, our firm provides comprehensive accounting services tailored to individuals and small businesses across Northern Michigan. With decades of combined expertise, we specialize in proactive tax planning, strategic business consulting, and personalized financial guidance. Our team of certified public accountants delivers assurance services including audits, reviews, and compilations for municipalities and nonprofits.As a women-led practice, we prioritize responsiveness, transparency, and community-focused service. Our technological proficiency with QuickBooks software complements our traditional accounting strengths, ensuring clients receive modern solutions grounded in proven expertise. We maintain rigorous professional standards while fostering personal connections that make complex financial matters accessible and manageable for every client.
Services
Tax Planning
Small Business Accounting
Payroll Services
Part-Time CFO Services
Audits
Reviews
Compilations
QuickBooks Support
Cash Flow Management
Succession Planning
Details
- Year established: 1999
Highlights and features
- We are a women-owned firm committed to responsive and proactive service
- Our team includes CPAs with over 20 years of combined experience
- Specialized expertise in municipal and nonprofit accounting
- Personalized QuickBooks setup and support services available
- Proven track record serving Northern Michigan communities since 1999
Associations and certifications
- Michigan State Board of Accountancy
What people say
Quick to respond
Great communicators
Exceptional staff
Top notch service
Saved thousands
Services
Tax Planning
Our tax planning services help individuals and businesses minimize liabilities through strategic year-round planning. We identify deductions and credits specific to your situation while ensuring compliance with evolving tax regulations. Our CPAs provide personalized strategies that align with your financial goals and industry requirements.
Small Business Accounting
We offer comprehensive accounting solutions tailored to small businesses, including bookkeeping, payroll, and financial reporting. Our services ensure accurate financial records while providing strategic insights to support business growth and decision-making for companies of all sizes.
Audits
Our audit services provide the highest level of assurance through thorough examination of financial statements. We verify accuracy, test internal controls, and confirm information with third parties to ensure transparency and compliance with regulatory requirements for municipalities and nonprofits.
QuickBooks Support
We offer QuickBooks setup, optimization, and ongoing support to streamline your accounting processes. Our certified professionals help businesses implement efficient systems and maintain accurate financial records using industry-leading accounting software solutions.
Part-Time CFO Services
Our part-time CFO service provides strategic financial guidance for business owners. We help develop financial plans, improve cash flow management, and implement systems that support long-term business sustainability and growth.
People
Kristy Schulze
Managing Partner
CPA with 25+ years experience specializing in veterinary clinics. Founding partner and graduate of Baker College (1996). Leads firm with focus on personalized client service and community involvement.
Sandra Edwards
Audit Manager
MSU graduate with expertise in nonprofit and government accounting. Certified professional known for efficient payroll processing and half-marathon running achievements. Provides audit services to local municipalities.
Julia Oswald
CPA
Licensed CPA since 2010 with experience in health and fitness industry accounting. Graduated from Northwood University. Specializes in tailored financial solutions for small businesses in Northern Michigan.
Claudia Miller
Office Manager
Rose City office manager with 20+ years in public accounting. Expertise in governmental auditing and medical practice accounting. Graduate of Central Michigan University's School of Accounting.
Kendra LaHaie
Office Manager
Office manager with associate's degree in office management. Specializes in construction and transportation industry accounting. Known as 'the boss' for efficient office operations and bookkeeping expertise.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll, financial reporting, and strategic planning services tailored to small businesses' specific needs and industry requirements.
How can tax planning benefit my business?
Our proactive tax planning identifies deductions and credits throughout the year to minimize liabilities while ensuring compliance with changing tax regulations.
What's the difference between an audit and a review?
An audit provides the highest assurance through detailed testing, while a review offers limited assurance using analytical procedures without extensive verification.
Do you offer QuickBooks support?
Yes, we provide QuickBooks setup, optimization, and ongoing support to help businesses maintain accurate financial records using cloud-based accounting systems.
How do I schedule a consultation?
Contact us at 989-354-8707 or through our website to arrange a free consultation at our Alpena office, virtually, or at your business location.
