Accurate monthly reports
Bank and card accounts reconciled each month, with a profit and loss, balance sheet and cash summary for your own use, so you can make decisions with confidence.
Family-run · Outsourced CFO, controller, tax & bookkeeping
Feel confident in your numbers, with someone keeping a close eye on them.
Schneider Finance Consulting is a family business led by Craig K. Schneider, CPA. We give business owners layers of oversight: Greta keeps your books current, Craig reconciles and monitors them as your outsourced controller, and he brings CFO-level insight to budgeting, cash flow and planning, along with careful tax preparation for businesses, individuals, families, trusts and nonprofits. Based in Elk, WA, we serve Spokane, Deer Park, Mead and north Spokane County in person, and clients nationwide remotely.
- Led by a licensed CPA
- Authorized IRS e-file Provider
- Family-run & local
- Clients nationwide
For business owners
You run the business. Craig keeps a close eye on the numbers.
Sound familiar?
- You’re busy running the business, and the books fall behind.
- You’re not sure the reports you’re looking at are right.
- Surprises show up at tax time.
An outsourced controller for your business
Craig brings the same monthly routine he has used as a corporate controller since 2018. He reconciles your accounts, prepares monthly management reports and walks you through them, monitors your cash flow, sets up internal controls that help catch errors and protect your assets, and automates your systems so your data stays clean.
A second set of eyes on your cash
Cash flow monitored and projected, so you can see tight months coming instead of being caught off guard.
Controls that catch problems early
Simple checks on who approves, pays and records what, to help catch issues early and protect what you’ve built.
Clear answers, not just numbers
Craig explains what your reports mean in plain English and what to watch next, so tax time brings fewer surprises.
Services
Four layers of support, one goal: confidence in your numbers
Bookkeeping keeps your books current, controller oversight keeps them accurate and watched closely, and CFO-level insight turns them into plans. Tax preparation ties it all together.
Outsourced CFO services
Strategic finance for owners who want to plan ahead, not just look back.
- Budgeting & forecasting
- Cash-flow planning
- KPI & profitability analysis
- Financing & bank relationships
- Growth & entity planning
- Regular check-ins to go over the numbers with you
Outsourced controller services
Craig’s controller-level oversight on top of your books, so issues get caught early.
- Monthly close
- Account reconciliations
- Monthly financial reports for internal management use
- Internal controls
- Payroll oversight
- Finance systems & automation
Tax preparation
Careful returns and year-round tax help, prepared by Craig himself.
- Individual & business returns (1040, 1120-S, 1065, 1120)
- Federal and multi-state returns
- Trust, estate (1041) & nonprofit (990) returns
- Tax planning & estimated taxes
- IRS notice help
- Payroll (941) & excise (720, 2290) filings
Bookkeeping
Handled by Greta Schneider, with Craig’s oversight
Day-to-day bookkeeping so your records stay current every month.
- Monthly transaction categorization
- Accounts payable & receivable
- Bank & credit-card reconciliations
- QuickBooks clean-up & catch-up
Layers of oversight
- BookkeepingGreta keeps your transactions categorized and accounts reconciled every month.
- ControllerCraig closes the month, checks the reconciliations and keeps a close eye on cash and controls.
- CFOCraig turns the numbers into budgets, forecasts and plans, and walks you through them.
Authorized IRS e-file Provider
10401040-NR1041106511201120-S1120-POL99094X payroll72022908849
Outsourced CFO and controller services are advisory and bookkeeping work; Craig does not serve as an officer of client businesses. Monthly reports are internal management reports for the owner’s own use, not audited, reviewed or compiled financial statements. Schneider Finance Consulting, LLC is not a licensed CPA firm and does not offer audits, reviews, compilations or other attest services.
Craig K. Schneider, CPAFounder, Schneider Finance Consulting, LLC
About us
A family practice with real business experience
Craig K. Schneider is a Washington-licensed CPA based in Elk, WA, serving the Spokane area in person and clients nationwide remotely. He brings 20+ years leading accounting, finance and operations for small and mid-sized businesses, including auto and RV dealerships, a consumer finance company and a SaaS/e-commerce company.
“I’ve sat in the owner’s chair. I know what goes into setting up a new business, running payroll, cleaning up the books and keeping an eye on cash, and I bring that experience to every client.”
Craig K. Schneider, CPA
What I’ve done for businesses
- Monthly financial statements & reporting
- Budgets, forecasting & cash-flow planning
- Tax preparation & filing
- Payroll & HR
- Internal controls
- Bank audit support
- Collections
- Vendor contracts & cost reduction
- New-entity setup & multi-state licensing
- Mergers & acquisitions accounting
Software, systems & automation
Craig has hands-on experience running IT alongside accounting: introducing new technology, automating many accounting tasks, and launching automated customer-service tools and a SaaS e-commerce product. He has worked in QuickBooks, Sage 50, Great Plains, Microsoft Dynamics, Excel and Access. For you, that means help choosing and setting up accounting software, connecting your systems and automating repetitive bookkeeping, so you spend less time on paperwork.
We’re a family business: Craig handles your return personally, with family members helping keep things organized and responsive, and every client is treated like a neighbor.
Highlights
- 20+ years in accounting, finance & operations
- Licensed CPA (Washington)
- Corporate controller since 2018
- Finance systems & automation
- Authorized IRS e-file Provider
Meet the family
The people behind Schneider Finance Consulting
A small team, and all family.
Craig K. Schneider, CPA
Founder
Craig is licensed as a CPA in Washington and also works as a corporate controller. He prepares and reviews client returns himself and helps clients respond to IRS notices.
Greta Schneider
Bookkeeping, Client Services & Marketing
Craig's sister, Greta, handles day-to-day bookkeeping under Craig's oversight, helps clients get organized, keeps communication moving and looks after our marketing. Her background as a freelance resume writer means clear, friendly writing comes naturally.
More family over time
Growing with care
As the practice grows, more family members will be joining the team.
How it works
Simple, secure and mostly from home
Meet in person around Spokane, or work with Craig remotely from anywhere in the US by phone, video and secure document exchange.
Reach out
Call, email or send the form below. We'll set up a short consultation to understand what you need.
Share documents
We'll set up a secure way for you to share your tax documents. Please don't email sensitive documents.
Review together
Craig prepares your return, then walks you through the results and answers your questions before anything is filed.
Sign & e-file
Sign electronically, and your return is e-filed with the IRS. You'll get a copy for your records.
Please don't send Social Security numbers, tax documents or bank details through ordinary email or the contact form. We'll arrange a secure way to share them. See our privacy policy.
Free client tools
Quick estimates and plain-English answers
Three simple tools that run entirely in your browser. Nothing you type is sent to us or saved.
Federal refund estimator
Get a rough idea of your 2025 federal refund or balance due.
S corp savings calculator
Compare self-employment tax with S corp payroll taxes on a reasonable salary.
IRS letter decoder
Type a notice number like CP2000 or CP14 to see what it means and what to do next.
Estimates only, not tax advice. These tools give simplified estimates and general information. They don't replace a prepared return or advice for your situation, and using them doesn't create a client relationship.
FAQ
Common questions
What should I bring for my tax return?
- Last year's tax return (if you're a new client)
- W-2s, 1099s (interest, dividends, brokerage, retirement, contract work) and any K-1s
- Form 1098 mortgage interest and property tax statements
- Health insurance forms (1095-A if you bought coverage through an exchange)
- Records of charitable gifts, childcare costs, education expenses (1098-T) and estimated tax payments
- For a business or rental: income and expense totals, or your QuickBooks file
- Photo ID and bank routing/account numbers for direct deposit
What are the key tax deadlines?
- Individual returns (1040): April 15
- Partnerships (1065) and S corporations (1120-S): March 15 for calendar-year businesses
- C corporations (1120) and trusts/estates (1041): April 15 for calendar-year filers
- Nonprofits (990): the 15th day of the 5th month after year-end (May 15 for calendar-year organizations)
- Quarterly estimated taxes: generally April 15, June 15, September 15 and January 15
Can I file an extension?
Yes. An extension gives you more time to file — generally six months for individuals (to October 15) — but not more time to pay. Any tax you expect to owe is still due by the original deadline, or interest and penalties may apply. If you're running late, reach out early and Craig can estimate what you owe and file the extension for you.
I got a letter from the IRS. What should I do?
Don't panic, and don't ignore it. Many IRS notices are simple adjustments or requests for information. Note the response deadline on the letter, try our IRS letter decoder, then send Craig a copy. He'll explain what it means, whether you agree with it, and the best way to respond. With your authorization, he can also contact the IRS on your behalf.
What’s the difference between a controller and a CFO?
A controller looks after the accuracy of your books: closing the month, reconciling accounts, preparing management reports and keeping internal controls in place. A CFO looks forward: budgets, forecasts, cash-flow planning, financing and growth decisions. Many small businesses can’t justify either role full-time, so Craig provides both on an outsourced basis, with Greta handling the day-to-day bookkeeping underneath.
Do you work with clients outside the Spokane area?
Yes. We serve clients across the country. Craig prepares federal and multi-state returns, and meetings, documents and signatures can all be handled by phone, video and secure document exchange.
How much does it cost?
Fees depend on the complexity of your return or project. After a short consultation, you'll get a quote before any work begins.
Contact
Schedule a consultation
Tell us a little about what you need and Craig will be in touch.
Elk, WA · Serving Spokane, Deer Park, Mead, north Spokane County in person · Clients nationwide remotely
Meetings by appointment, in person or online