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Our Services
Accounting and advisory services for businesses nationwide.
From monthly reporting to long-range tax strategy, our team gives you a single, proactive partner across every part of your financial life.
01
Monthly Accounting & Reporting
Real-time visibility into cash flow, profitability, and financial health.
03
Strategic Advice & Consulting
Advisory for growth, succession, and operational efficiency.
05
QuickBooks Support
Certified ProAdvisor setup, training, and ongoing troubleshooting.
02
Tax Compliance Solutions
Federal, state, and multi-state filings paired with proactive planning.
04
Payroll & Bookkeeping
Accurate back-office support so you can focus on running your business.
How It All Works Together
Better advice starts with better information.
Monthly accounting is the foundation of our approach. When your books are accurate and up to date, you have a clearer picture of how your business is performing — and so do we.
Foundation
Monthly Accounting & Reporting
Tax Planning & Compliance
Built on current numbers, planned ahead rather than after the fact.
Strategic Advice & Consulting
Informed decisions, grounded in a clear view of your business.
Supporting Systems
Payroll & Bookkeeping
Keeps the daily records accurate and organized.
QuickBooks Support
Keeps your systems clean and your data flowing smoothly.
Proactive Partnership
It’s not five separate services—it’s five essential components of a comprehensive strategy for managing your business finances.
Rather than coming to us only when a tax return is due, our approach gives you an accounting team that's engaged throughout the year — keeping the numbers current, planning ahead for taxes, and helping you make more informed business decisions.
Who We Serve
Small and mid-sized businesses across nearly every industry — nationwide.
While we're best known for our decades-deep specialty in independent insurance agencies. Many of our clients are privately held businesses in other industries. We work with owners from Wisconsin to the coasts.
Independent Insurance Agencies
140+ agencies nationwide — our longest-running industry specialty.
Professional Services
Consultants, law firms, marketing agencies, and other service businesses.
Construction & Trades
Contractors and specialty trade businesses navigating job-cost accounting.
Manufacturing & Distribution
Small and mid-sized manufacturers, wholesalers, and distributors.
Real Estate & Property
Investors, landlords, and property management companies.
Retail, Restaurants & E-commerce
Multi-location and online sellers with multi-state complexity.
Healthcare & Dental Practices
Medical, dental, and allied health practices and their owners.
Nonprofits & Associations
Mission-driven organizations that need clean, compliant financials.
Family-Owned & Closely Held
Multi-generational businesses planning for succession and continuity.
Don't see your industry? We serve businesses across nearly every sector —
get in touchand we'll tell you honestly if we're the right fit.
5-STAR GOOGLE REVIEWS
Trusted by business owners and agency principals nationwide.
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"We have been clients of Schumacher Sama for 37 years. They are professional, great to work with, always doing their best for their clients. We highly recommend their firm for all your accounting needs!"
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"They answer all my questions without fail. They walk me through everything I need to help save me money. Their approach is methodical and calm and they find creative ways to deal with all my tax situations."
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"Whenever I have a question they are quick to answer and I can trust it's been done correct. Highly recommend everyone over at Schumacher Sama!"
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"Mike Sama is a great CPA with Schumacher Sama. He and I have partnered on a few things in the past and I trust him to 'do right' by my clients. I refer to him with confidence."
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"I have referred clients to Mike Sama and the Schumacher Sama team in the past and they are very happy with their service."
Service questions clients ask us most
What's the difference between accounting, bookkeeping, and tax preparation?
Bookkeeping records day-to-day transactions. Accounting turns those records into accurate financial statements and helps you understand them. Tax preparation is the year-end filing — and it goes much smoother when the first two have been done correctly all year.Can I bundle bookkeeping, payroll, and taxes with one firm?
Yes. Most of our clients use us as a single team for monthly accounting, payroll oversight, tax compliance, and advisory. One team, one source of truth, no finger-pointing between providers.Do you work with QuickBooks Online and Desktop?
Yes. We're certified QuickBooks ProAdvisors in both QuickBooks Online and Desktop, and we can help you choose, set up, clean up, or migrate between them.How often will we meet or talk?
For most monthly-accounting clients we deliver financials within 10–15 business days of month-end and hold a quarterly review. Outside of that we're responsive year-round — not just at tax time.Are your services billed hourly or as a flat monthly fee?
Ongoing engagements (monthly accounting, payroll, tax compliance) are usually a fixed monthly fee so the bill is predictable. Project work — cleanup, transactions, special analysis — is scoped and quoted up front.What size businesses do you work with?
Most of our business clients fall between roughly $500K and $50M in annual revenue, though we also serve smaller specialty practices and larger insurance agencies. The common thread is owners who want a real CPA partner, not just a tax preparer.
Ready for a clearer financial future?
Schedule a free consultation. We'll review your goals and show you what a proactive partnership looks like.
