Take Your Accounting & Tax Planning to the Next Level
Work with an experienced CPA who will mitigate your taxes, accurately record all of your business' transactions, and create more time for you to do what you do best: grow your business
Take Your Accounting & Tax Planning to the Next Level
Work with an experienced CPA who will mitigate your taxes, accurately record all of your business' transactions, and create more time for you to do what you do best: grow your business
About
Meet Joe Schmitz, CPA
Hi there! Since 2020, I've been helping businesses in the Twin Cities through accounting and tax services—with a lot of that time focused on the construction & trades industries.
I started Battle Creek Financial Services to partner with small business owners looking to worry less about their accounting & taxes and invest more of their time into what they truly care about; both in their professional life & personal life.
As a DIY-er at heart, whenever I work with a client, regardless of the specific services I'm providing, my goal is to always be a teacher & a guide.
To me, success is not just measured by tax savings and pro-level financial statements (though I'll admit I'm a big fan of both of those); it's providing those I work with a more wholistic & clearer understanding of how accounting & tax planning plays into their business.
Services
What I Can Help Your Business With
Bookkeeping & Financial Statements
Tired of having to block out several hours each week just to catch up on recording transactions? I'll take that completely off your plate by making all of your journal entries, reconciling your accounts, and generating monthly financial statements that give insight into your business' performance.
Tax Prep & Planning
If you want to lower your tax bill as much as possible, there's more to it than just knowing what deductions to take when filling out your return each year; what you do from January 1 to December 31 is the biggest factor in bringing down your tax bill. We can work together to create & maintain an effective tax strategy that puts both you and your business in a position to save big when it's time to file.
Payroll & Contractor Payments
Take the stress out of figuring out payroll tax withholdings, paying your contractors, and sending out all the necessary W-2s & 1099s. You can tell me who needs to get paid, and I'll make sure it gets done, along with all the necessary withholdings & filings.
Compliance & Advisory Services
No small business owner has time to research the implication of every tax code change or new legislation. Having a CPA on call & doing that research for you will make sure you don't miss any necessary filings and can take advantage of any opportunities arising from changes in the tax code.
FAQS
I've never worked with a CPA before, how does it work?
On our first call, I'll spend some time getting to know you, your business, and find the services that will be best for your situation. Aside from tax preparation, all of my services are provided on an ongoing basis; I'm here to make sure you always have the help you need every day of the year.
I'm interested in some of your services, but I already have a tax preparer I like. Would I have to switch?
I can provide any combination of services you see on this site. If you bring me on as a bookkeeper & tax planner, I'll make sure whoever is preparing your taxes gets everything they need to finish your return quickly.
How much do your services cost?
I customize pricing to fit your business’ needs. We can work together to build you a custom service package to include everything that’s going to bring you value and cut out anything that might not make sense for your business quite yet. For example, if you only have one or two other employees, maybe it’s more cost-efficient for you to continue handling the payroll. Ultimately, you know what’s best for your business and the services that are going to be the most beneficial to you. As a CPA not working underneath the umbrella of a large firm, I'm able to provide high caliber service without having to pass on the high overhead costs that large firms carry.
