Schulz Advisory takes over the books, the taxes, the payroll, and the deadlines, on a system that watches your money every week, not just at tax time.
An employee asks a fair question. You have no idea, and no idea where you'd even start looking.
You're opening an account for a new venture and get sent home. No account today.
You're sure something could have been done about it. Finding out what would have taken a second job.
Entries you never made, a chart of accounts that fits someone else's business, and income you can't find.
Not a shoebox handoff in April. A standing rhythm that runs whether you think about it or not.
Priced monthly on the size and complexity of your finances. Everything below is included, always.
Weekly categorization, monthly reconciliation to the bank, and financial statements you'll actually read, with the story written out in plain English.
Business returns by March 15, personal by April 15, driven by us instead of chased by you. Extensions and estimates handled before they're urgent.
Quarterly strategy meetings, new strategies actually implemented for you, and a watch on tax law so changes reach you before deadlines do.
One number for every money question: finances, tax, strategy, scary letters from the IRS. Answered within 24 hours by Andrew, not a phone tree.
The numbers that actually drive your business, identified, wired together, and kept current automatically. Decisions from data, not gut.
Gusto-certified setup and monitoring, owner pay structured properly, and S corp strategy when the math says it's time.
Eight steps from messy books to real wealth. Your score tells you exactly where you stand and what's next. No mystery, no plateau.
Reconciled, current, trustworthy
The entity your business deserves
Compliant, automatic, optimized
Filed and paid without drama
You get paid like a real employee
Contributions on autopilot
A real buffer, deliberately built
The business funds the life
Start with a project. Most clients do. Every one begins with a free consultation.
State filing, EIN, business email, QuickBooks, payroll, BOI report, and training on all of it. Walk away with a real company.
Payroll set up, the election filed, and a reasonable salary determined. Often worth thousands a year in self-employment tax.
The mess untangled and your QuickBooks tuned so most of the bookkeeping runs itself from here on.
A tax or accounting question that deserves a clear answer instead of a runaround. Free consultation first, always.
I wouldn't trust anyone else with my business matters.
I was at a complete loss as to how I should go about organizing myself, and now the process is not at all daunting.
If you reach out to him that's who you get, not an outsourced answer with a random person on the other line.
A real gift for simplifying (and idiot-proofing) operations.
Instrumental in helping me launch my business with clarity and confidence.
He helped tremendously in showing us how to think about our numbers. I felt cared for as a person.
His attitude and aptitude make him a joy to work with and an asset to my businesses.
Able to troubleshoot and resolve issues in a timely manner.
He's always got his clients best interest in mind and is honest.
He and his team took over our financials a year ago and it has continued to be a great decision.
Fifteen years in accounting, nearly a decade of it founding and running my own businesses. I've had every one of these problems myself.
I bring a CPA's judgment together with modern systems, QuickBooks, Gusto, and automation that watches your finances continuously, so order and predictability stop depending on anyone's memory. Including mine.
Fort Collins, Colorado. Clients everywhere.
Bring the mess, the question, or the idea. You'll leave with a clear next step either way.
Schedule a free call