About Us
Before scheduling a consultation, please take a few minutes to review the following pages to learn more about our firm’s values and what other clients have to say about our work.
Our Values
We know that dealing with taxes and finances can feel overwhelming. That’s why we’ve built our business around principles that keep things clear, practical, and focused on what really matters to you.
1. Long-Term Thinking
We take the time to set up systems that actually work, not patch jobs that cause problems later. Our goal is to support your financial success for years to come, with relationships built to last.
2. Automation, Automation, Automation!
Why waste time on repetitive tasks? We leverage the latest technology to cut out data entry and free up more time for strategic planning. That means better results for you, with less stress.
3. Work/Life Balance
We believe work should serve life, not take it over. By helping our clients and our team work efficiently, we make room for the time that matters most: time at home, with family, or simply away from the desk.
4. Blame the Process, Not the Person
When something goes wrong, it’s usually the process, not the person. We focus on fixing the system without blame, which makes it easier to solve problems and move forward.
Let Us Help:
Dear Friend,
I have a feeling I know why you’re reading this right now.
You need more time in your day. Running a business is extremely demanding and there just isn’t enough time in the day to keep all the plates from spinning out of control. What you need most right now is more proactive help. You need the benefit of business advising to straighten up your business finances and tax strategy. As soon as possible. In fact, yesterday would have been ideal to get our business advising expertise. Am I close?
We get it. We’ve worked with plenty of businesses who have to cobble together 9 different software programs to keep everything straight, or who just wash their hands of it all and put everything on the credit card … and then try to clean up every year after the fact. And they know that this is no way to properly monitor profit margins, cash controls, account management, tax strategy, and all of the myriad components of an effective financial system for a business. They need business advising support.
Perhaps this is your story too. Or perhaps you’ve reached a stage of development in your business that you want to pass the baton of accounting to another expert business advising team so your team can focus on what they do best: making sales and taking care of customers.
Or are you just starting your business and want to begin on the right foot?
Whatever the reason, we want you to know that our business advising team has been diligently and effectively taking care of the accounting needs of countless organizations in a wide variety of industries—discreetly and expertly handling the ongoing financial management of tax burdens, payroll, bookkeeping, and other comprehensive accounting services while providing expertise in business planning, coaching, and strategic consulting that many businesses need.
Because here’s a certain truth as it relates to taxes and your business: The State and Federal Government would love to have more of your business’s hard-earned money in their accounts. And yes, even though it’s painful, none of us begrudge paying our legal and fair share of taxes. But the problem is that regular business owners, like you, are missing out on legal and safe deductions to the tune of hundreds of millions of dollars in unclaimed refunds every year.
It doesn’t have to be this way. You don’t have to hand more dollars over to the government than they require just because you don’t know their rules as well as they do. You don’t have to live in a constant state of anxiety over the state of your books, feeling guilty about the time you should be devoting to keeping your business profitable.
In fact, to help you find answers to your questions, I’ve compiled some resources in the last couple of years for business people like you in response to the specific tax and accounting questions I’ve received from my clients.
Click the button above to take your first step. And of course, feel free to poke around our site and discover why I’ve been called “The Most Trusted CPA in the Louisville Area.”
Talk again soon,
Andrew Schachtner, CPA
PS — When you fill out the form, we’ll also add you to our weekly email series on “Real World” Strategy for small business owners. Our readers enthusiastically forward these to their colleagues and peers all the time, because they’re not your standard tax and business advising tips.
PPS — Already want to come in? I don’t blame you … many people are fed up with trying to manage their financials on their own. Our schedule is very full … but if you call us at (502) 208-8592 or Email Us, we’ll give you two options for coming in right away. We will NOT make dealing with an accountant as painful as dealing with your books has already been!