News and Events
Keys to Maintaining a Successful Business Webinar
Do you have questions about the new healthcare laws? Confused about which retirement plan to offer employees? Or want to learn more about employer compliance? Listen to our latest webinar, Keys to Maintaining a Successful Business, for more information. Click here to listen.
For a PDF copy of the PowerPoint presentation, please click here.
Joy in Giving
Smith Schafer gave back this holiday season with the help of our social media followers. Our Facebook and Twitter followers shared how they spread joy during the 2013 holiday season using the hashtag #SmithSchaferJoyinGiving. Smith Schafer is proud to donate $500 to The United Way of Olmsted County and $500 to The United Way of Washington County-East in thanks to all those who participated in the Joy in Giving campaign. Happy New Year everyone!
Smith Schafer Continues Tradition of Strong Client Relationships
Firm Appoints Managing Principal
Smith Schafer continues a tradition of strong and loyal client relationships as it names a new Managing Principal. Steve Erchul, Principal in Smith Schafer’s Edina office, assumed firm administrative duties as the new Managing Principal, effective October 1, 2013. The change is internal to the firm, with staffing and client service continuing as usual at all four offices in Rochester, Edina, Maplewood and Red Wing. Mr. Erchul will oversee such duties as firm personnel, recruitment and talent development decisions as well as client service standards, marketing and growth initiatives.
Alan L. Schafer has held the Managing Principal role for the past 25 years while also serving a growing roster of clients. He joined the Rochester practice in 1976. Mr. Schafer will continue to contribute to leadership decisions at the firm as well as his trusted advisory role with Smith Schafer clients and referrals. He is looking forward to maintaining and building new connections for the firm.
The decision to name a new Managing Principal is largely based on timing. “This is a very intentional change discussed among the principals over the past year or so,” Mr. Schafer said. “We have already shifted some management duties to Steve as part of our goal at Smith Schafer to invest in the next generation of leaders at the firm. My clients know I’m still here for them as I’ve always been.”
Leaders and staff at Smith Schafer anticipate great results internally and externally as these valued partners continue to lend their knowledge and experience to client and firm goals.
“I look forward to working on strategies that will make our firm and clients more successful in the years ahead,” Mr. Erchul added.
PrimeGlobal Welcomes Smith Schafer
Smith Schafer and Associates Ltd. Certified Public Accountants & Consultants joined PrimeGlobal association’s North American Region October 1, 2013.
“We are extremely pleased to include Smith Schafer & Associates among the membership of PrimeGlobal,” says Michelle Arnold, PrimeGlobal Chief Regional Officer, North America. “Their membership expands the range of services and expertise that PrimeGlobal member firms can provide to clients with needs in the US Central Midwest. The addition of a firm with the reputation and caliber of Smith Schafer is a tremendous benefit to our association and to PrimeGlobal firm clients around the globe.”
PrimeGlobal is among the strongest associations of independent accounting firms in the world, comprised of over 320 highly successful independent public accounting firms in 87 countries. Formed from a merger in 2011, PrimeGlobal provides its independent member firms with tools and resources to help them furnish superior accounting, auditing, tax and management services to clients around the globe. Through PrimeGlobal, independent member firms offer the strength and capabilities of a large, worldwide organization with technical depth and geographic reach impossible for a local firm alone.
End of 2013 Tax Season Celebrations
Smith Schafer employees celebrated the end of the tax season April 15, 2013! Below is a picture of Smith Schafer's Rochester staff enjoying the musical talents of Thomas and the Rain at the party. Thank you to all of our clients and staff for another great tax season! We appreciate you all!
Twins Opening Day 2013 Celebration
The Twins opened the 2013 season April 1, 2013, in the friendly confines of Target Field for the first time ever! Smith Schafer and Associates, Ltd. celebrated with some traditional baseball eats; hot dogs, nachos, peanuts and cracker jacks! Staff wore their Twins gear and participated in Twins Trivia throughout the day.
Pictured above: Smith Schafer's Red Wing Office
United Way of Olmsted County Leader Award
Smith Schafer and Associates, Ltd. was recognized in February 2013 by the United Way of Olmsted County with the Leader Award. Smith Schafer employee giving was at least $200 per capita and had over 90 percent participation in the United Way campaign. Smith Schafer employee giving has increased by over 10 percent in the past year!
Smith Schafer is proud to support the United Way and other local events and charities in our communities.
Smith Schafer named "Top 25" Accounting Firm
Smith Schafer and Associates, Ltd. named to the “Top 25 List” of Accounting Firms by Minneapolis/St. Paul Business Journal.
A few more awards or plaques on the wall never hurts, but more important to us is the consistency in which we serve our clients’ interests. Smith Schafer and Associates, Ltd. is a client-first public accounting and business consulting firm that offers a thoughtful advisory relationship to business and individual clients. Our deep bench of local, experienced professionals in Rochester, Maplewood, Edina and Red Wing result in high-value results and loyal relationships.
Smith Schafer and Associates, Ltd. is honored to be nominated to the “Top 25” list of Accounting Firms by the Minneapolis/St. Paul Business Journal. Our pledge is to remain a dependable partner in serving all our client needs in 2013 and beyond.
End of 2012 Tax Season Celebrations
What did Smith Schafer do on April 17th? We celebrated the end of the tax season! Our Rochester office celebrated the end of tax season with a bash at Fagan Studios. Smith Schafer’s Twin Cities offices, Edina and Maplewood, enjoyed a fun evening at the House of Comedy at the Mall of America. Our Red Wing office celebrated the end of tax season at Liberty’s Restaurant and Lounge. Its been a busy few months, but we would not have it any other way. Thank you for choosing Smith Schafer & Associates. See you next tax season!
Smith Schafer's Twin Cities offices located in Edina and Maplewood (Team Smith Schafer TC) have again accepted the challenge to compete in Second Harvest Heartland's Annual Food Mania event, a lively competition among local law firms and accounting firms to raise funds and food for Second Harvest Heartland food bank. Last year Team Smith Schafer brought in close to $3,000 in cash donations and several large boxes of food items, earning a second place per capita finish in the accounting firm division.
Not to be outdone, Smith Schafer Rochester will compete as well with a challenge to Team Smith Schafer TC to see who can raise the most contributions. Rochester's contributions will go to Channel One, a local food shelf and regional food bank located in Rochester. Both Second Harvest Heartland and Channel One are members of Feeding America, a leading nationwide network of food banks.
Our Edina office has relocated from the 5th floor of the Edina Realty Building to Suite 178 on the first floor. As you walk through the building entrance the new office is located to the right.
Smith Schafer's Twin Cities offices in Edina and Maplewood accepted the challenge to compete in Second Harvest Heartland's 2nd Annual Food Mania event. The joint effort of their staff raised close to $3,000 and brought in several large boxes of food items. This gave them a second place per capita finish in the accounting firm division. Several challenges were raised within the two offices ending in a face-off between Steve Erchul and Dean Richards, principals in the Edina and Maplewood offices, respectively.
Food Mania is a lively competition among local law firms and accounting firms to raise funds and food for Second Harvest Heartland food bank.
Connect With Us
- School Bus Fleet Magazine - Feb. 2014
- IRS Audits and Fuel Tax Credit Q&A - Feb. 2014
- Healthcare, Retirement & Employer Compliance Webinar - Jan. 2014
- Year-End Reporting - Dec. 2013
- Minnesota Subcontractors Association newsletter - Dec. 2013