Get Your Cash Flow Plan in Place
Are you too busy to sift through your cash flow spreadsheet?
What if you could see it laid out in an easy-to-read chart instead?
Establish a strong cash flow in three easy steps with our intuitive cash flow planning strategy!
Step 1: Assessment
Once you schedule your free 30-minute consultation, we’ll send you a brief online questionnaire. This questionnaire will ensure the time we spend on the phone creating your customized plan has as much impact as possible.
Step 2: Planning
Armed with relevant information from the online questionnaire, we prepare ahead of our consultation with ideas to help get your Cash Flow plan in place. We discuss these with you in detail and create an ongoing plan to help you prosper.
Step 3: Growth
Once you’ve helped create your new financial plan, it’s time to put the plan into action and start building your business. Our team is ready to help you reassess your plan as your cash flow and business needs change, or if questions come up.
Meet Your New CPA, CGA
Jeffrey Schwan is a resourceful accountant and entrepreneur who is driven to connect people and businesses with technology. In his day-to-day, he helps local businesses manage and streamline their financial planning, tax, and accounting needs.
After receiving a BCom from Grant MacEwan University in 2012, Jeff earned his CPA, CGA designation from CPA Alberta in 2014. He has spent over a decade of his career in finance, management, and accounting in the private sector.
However, Jeff’s dedication to helping people and businesses was better suited to public practice. In 2016, Jeff established Schwan & Associates CPA to bring unique “cloud-based” accounting services to small and medium-sized Edmonton businesses.
Inspired by the quality time spent with his family, Jeff’s goal is to put more time back in the hands of the busy entrepreneurs who strengthen Edmonton’s business community.
When Jeff isn’t working or spending time with his children, he enjoys volunteering in community initiatives such as charity runs. If you can’t find him helping out behind the scenes, you’re likely to catch a glimpse of him on the track!
Loved By Entrepreneurs Just Like You
”We've been working with Jeff for more than 2 years now. He is a fantastic accountant! He is quick, efficient, professional. All the forms were electronic which made it a breeze for us! I refer all the people I know to him. I'm very happy with Jeff.Betty HuangPhysiotherapist
”"If you're looking for an accountant who is responsive and cares about you and your business, then Schwan and Associates is the accounting firm for you. I'm very pleased with the services and attention to detail I've received from Schwan and Associates and I recommend them to anyone."Luc BouchardCEO, Bare Bones Communications
”I have been using Jeff for the last year and I don't know why I have not discovered him before. His attention to detail and keeping my books up to date is superb. If you need an accountant that will tell it like it is as well as give you solutions, Jeff is the guy to call.Ron WaterfieldCEO, Twilite Music Services
What Our Clients Are Saying
“Jeff is fantastic, a life saver. He does a fantastic job at a very reasonable price. I can honestly say, I trust Jeff with his performance and his billing.”Carol Harker BerezowskiRecommends Schwan & Associates Chartered Professional Accountant.
“Schwan & Associates are very professional and courteous. I've been working with them for over a year and it's nice to have such an experienced accountant on my side. I like that I am able to get in touch with them fairly quickly and my business' needs are handled in an acceptably timely manner.”R2 Contracting Inc.
“Jeff is great to work with, he has been very helpful and efficient in getting my books organized and filed to date. Jeff made my business accounting easier to manage. I will recommend him for any accounting and quickbooks needs!”Laru Homes Ltd.
“Jeff is very professional and goes the extra mile to ensure his clients are completely satisfied. Highly recommend this accounting agency to anyone.”J&C Media Corporation
“I initially contacted Jeff Schwan for a consultation in regards to Quickbooks. He was able to explain in layman's terms how to handle some transactions within the Quickbooks program. I inquired about their rates for year end tax preparation and was pleasantly surprised how reasonable they were. Working with Jeff was just easy, their "paperless" system is efficient and a great time saver, simply upload the documents, no need to run requested paper to there office. Jeff even entered in the year-end adjusting entries!”Maple Airbrush Supplies Inc.
“Jeff has provided our company with fullsome service, including pain-free year-end reporting and corporate tax filing, as well as providing practical advice regarding our general operations of Quickbooks. As a decade-long user of Quickbooks, I find Jeff knowledgeable and supportive. My partner and I look forward to our future collaboration.”Nodelcorp Consulting Inc.
“Jeff is very organized and provides excellent guidance to me for my small business. His responses to questions or requests for new information are very timely and provide clear information.”Numbers Safety Inc.
“Jeff is a knowledgeable accountant. We have used him for a few years now for our taxes and he is always available answer our questions and provide advice on how we can save money!”Shelley Campbell
“Very Professional and just overall very good service. Jeff is quick and friendly and wonderful to deal with. Will be returning again next year for our Income Tax Returns.”Kayla Woytowich
“Jeff has been an absolute life saver! He is quick to respond, always helpful and provides the most current information in helping me with my small business operation. I am happy to recommend his services to any individual looking for personal tax assistance, or to any business who is looking for someone helpful, efficient and reliable.”Elisa De Fazio
“Jeff has been super helpful in helping with our little small business!”Redefining Rover
“Jeff is so great to work with! He is so helpful and walks me through everything with ease even when I’m totally unorganized at tax time. Thanks so much Jeff! ”Amanda Friesen
“Jeff is a former colleague and he really knows his stuff! I have, and will continue to recommend his firm for personal, and business needs!”Nikki Moser
“Jeff did mine and my husbands taxes, and was very thorough and professional. I would highly recommend him!”Lisa Austin
“Thank you Jeff for taking time to see me today to do my taxes, I will be coming back next year. Much appreciated. Xx ”Paige Claffey
“It was a great experience dealing with Jeff! He was helpful with all of my tax questions! Thanks again!”Tiffany Ruth