Case Study: Plymouth, MI company in the professional service industry
Client Background
One of our valued clients in Plymouth, Michigan, is a professional service organization that we’ve had the privilege of serving for over a decade. They are also a long time member of the Plymouth Chamber of Commerce. Since their inception more than ten years ago, Schultz & Associates, a Plymouth CPA firm has been their trusted partner in various financial aspects. Our firm provides, bookkeeping, payroll, tax preparation, and accounting services for them.
Our Approach
Accounting System Setup and Software Selection
Our journey with this client began with assisting in the setup of their accounting system and guiding them in selecting the most suitable accounting software. At the time, we were a Plymouth CPA firm located on Ann Arbor Trail.
Tax Compliance
We facilitated their compliance with federal and state income tax withholding requirements, a critical step for managing their employee payroll efficiently.
Bookkeeping Excellence
The client decided to handle their own bookkeeping using QuickBooks and our firm played a crucial role in configuring QuickBooks to match their needs. We relayed the necessary expertise to ensure smooth software utilization.
Streamlined Payroll
While they opted for in-house bookkeeping, the client continued to rely on Schultz & Associates for payroll processing and tax payments. We introduced the convenience of direct deposit for their employees, making payroll management hassle-free.
Support During Unexpected Challenges
The COVID-19 pandemic brought unprecedented challenges, and our team stood by the client’s side. We provided timely updates on rapidly changing employment claims and assisted in preparing the required documentation for the Payroll Protection Plan (PPP) application, ensuring their financial stability during these uncertain times.
Our commitment extends to addressing unique situations as they arise. We adapt to our clients’ evolving needs, providing tailored financial guidance and solutions.
A Lasting Partnership
Our enduring partnership with this Plymouth-based client exemplifies our dedication to providing expert accounting and tax services. We take pride in our role as their trusted financial advisor and look forward to supporting their continued success.
At Schultz and Associates, CPA, PLC, we understand the intricate financial landscape that businesses face. We are your trusted business accounting partner in Plymouth and beyond, and are here to ensure your financial success, regardless of the challenges that arise. Originally rooted in Plymouth, Michigan in 2003, we relocated to Canton, MI but remain deeply committed to our Plymouth clients and continue to maintain an active membership in the Plymouth Community Chamber of Commerce.
Contact our seasoned professionals today to learn more about how we can support your Plymouth business’s unique accounting needs with tailored solutions.