Schachtner CPA, LLC: Experts at Financial Planning & Analysis

The goal of financial planning for businesses is to advise company decision-makers on how to achieve revenue and growth goals through strategic planning. At Schachtner CPA, LLC, we do this by analyzing, synthesizing and translating data and using this information to help CEO, CFO, COO, and other C-suite management make better decisions about your company’s future.

If you’ve been in business for a while, you could be coasting along, stuck in the routine of payroll, taxes, and worrying about cash flow. Sure, you’re probably earning a good living, but maybe you’ve been wondering if there’s any way you could become even more profitable–without making too many changes to your Louisville business practices.

The good news is that you can, and Schachtner CPA, LLC is here to help you do just that.

An Accounting Firm That Understands Your Business

If you run a successful business in Louisville, you already understand how important it is to work with an accounting firm that understands how your company operates. What you might not realize is that when you add an accountant with expertise in financial planning for businesses to the team, it allows you to take your business to another level.

Here’s what we do for you:

Financial reporting and analysis

Identify company-wide trends and variations in your business financials

Use historical performance data to forecast future performance

Profitability analysis

Develop and maintain strategic plans in support of growth

Business modeling

Budgeting and financial forecasting

Sales, marketing and economic analysis

Company performance management (developing key performance metrics and benchmarking)

The Best Business Decision You’ll Ever Make

If you’re ready to take the next step and regain your competitive edge, we can help.

Book your free consultation today, and let’s create a strategic plan that helps you reach your revenue and growth goals with clarity and confidence.

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Season’s Greetings From Schachtner CPA, LLC

Season’s greetings from the Schachtner CPA, LLC team. For you and me both, this week can feel like a blur – trying to finish out last-minute year-end tax moves while making sure the books are wrapping up nicely. And while it’s rather fast-paced here at...

What Are The Year-End Tax Moves to Make Now For Louisville Business Owners?

Key TakeawaysIt is not too late to create meaningful tax savings before December 31, but the remaining moves are very timing-sensitive. Low-cost, in-stock equipment and supplies are the most realistic last-minute purchases that can still be deducted this...

Big Beautiful Bill Details Louisville Business Owners Might Have Missed

Key Takeaways The more favorable EBITDA-based business interest deduction limit is back for your 2025 tax year. (New restrictions are coming in 2026.) New R&E rules aren’t automatic. Retroactive benefits for 2022–2024 require elections, deadlines,...

What Payroll Checklist Steps Do Louisville Business Owners Need to Complete Before December 31?

Key TakeawaysVerify all business and employee information early. Even small errors in EINs, addresses, or Social Security numbers can create big filing issues. Review 2026 compensation rules now. State and local minimum wage increases and the Social...

Louisville Small Business Holiday Expenses: What Can I Deduct On Taxes?

Key TakeawaysCompany-wide holiday parties for employees are generally 100% deductible, as long as they’re not exclusive to owners or managers. Meals with clients are typically only 50% deductible, and entertainment remains 0% deductible. Employee gifts...

Can Louisville Investors Use Losses To Lower Capital Gains Federal Tax?

Key TakeawaysYou can sell losing investments to realize a capital loss that offsets taxable gains. If your losses exceed gains, you can deduct up to $3,000 against ordinary income ($1,500 if married filing separately). Unused losses carry forward...

Andrew Schachtner’s Perspective: What Are The Most Important Cybersecurity Measures for Small Businesses?

Key Takeaways Create a written data protection policy. Every employee should know the rules for handling sensitive data. Back up data regularly with secure cloud services or encrypted physical backups. Encrypt everything so stolen data is useless...

Can End-Of-The-Year Giving Mean Tax Deductions For My Louisville Business?

Key Takeaways Your business can give back and receive tax benefits if the donation is correctly structured and documented. Charitable contributions to qualified 501(c)(3) organizations can be deductible, but how you claim the deduction depends on your business...

The Work Opportunity Tax Credit: Year-End Hiring Benefit for Louisville Businesses

Key TakeawaysYes, the WOTC applies if you hire someone before December 31, 2025. You must submit IRS Form 8850 to your State Workforce Agency (SWA) within 28 days of the new employee’s start date. The credit can be worth up to $2,400 per eligible...

Why Cash Flow Management Is Important At Year-End in Your Louisville Business

Key Takeaways Profit doesn’t equal liquidity: You can look great on paper (i.e., profitable) and still run out of cash. Year-end cash flow management is about accelerating what comes in and strategically optimizing (delaying) what goes out (legally, of...

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Click here to schedule a time to meet with us. We will NOT make dealing with a tax professional as painful as it’s been in the past!