Financial Services Companies

Accounting for Minnesota Financial Services Companies.

The aging population and rising investor uncertainty will boost demand for financial industry services, but these companies operate in a heavily regulated environment that is experiencing unprecedented change.  

Smith Schafer has provided expert advice and consulting to financial services companies for more than 45 years. Our Industry Expert Group is committed to serving over 350 Minnesota Professional Service Firms.

Customized Solutions for Financial Services Companies

Why Professional Service Clients Choose Us

Have been impressed with the entire operation…whether calling or in person.

 – Tom Illies Insurance Agency

“Greg Epsom is easy to work with and always responds in a helpful manner in a short amount of time and he is very professional and accessible.

 – Ohly Law Office

“Jason Miller and Meha Patel always do a great job!

 – Learning Masters

“Very satisfied with the professionalism and timeliness of the services provided to me.

 – Loucks & Associates

LET’S START THE CONVERSATION.
CONTACT US TODAY TO SCHEDULE A CONSULTATION WITH ONE OF OUR INDUSTRY EXPERTS.

PROFESSIONAL SERVICE FIRM INDUSTRY RESOURCES

Benchmarking Your Professional Service Firm

Benchmarking Your Professional Service Firm

Like many others, the professional services industry is walking a tightrope to manage cash flow and maintain their workforce. Benchmarking can be a crucial tool right now during the pandemic and as 2020 comes to a close.

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Valuing your Professional Service Firm

Valuing your Professional Service Firm

There are several applications in which the valuation of your business can deliver insight for guiding critical strategic decisions. For example, below are some common scenarios in which a valuation of your professional service firm may be helpful:

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