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Luke Schmidt

Owner @Mindful Cents Financial Consulting

St. Petersburg, FL, US
MOBILE NUMBERS
+17•••••••51

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WORK HISTORY

Jan 2020 — Present

Owner @Mindful Cents Financial Consulting

Manage QuickBooks Online accounts for clients, generate detailed financial reports including profit and loss statements and balance sheets to provide clients with insights to their financial health, collaborate with clients to set up customized chart of accounts tailored to their specific needs, and ensure financial accuracy and prompt resolution of discrepancies.Provide expert tax planning and preparation services, specializing in 1120S S-Corp Returns, 1065 Partnership Returns and 1040 Individual Returns as well as Schedule C small business tax planning and financial statement preparation.Offer personalized financial coaching sessions to improve clients’ budgeting, debt management, and tax advantaged investment strategies, resulting in clients paying off over in debt, growing investments by and maintaining an average emergency fund of $18,500 while working with Mindful Cents.

EDUCATION

2008 — 2012

University of Florida - Warrington College of Business

Bachelor of Science, Business Management

2016 — 2017

University of South Florida

Bachelor’s Degree, Accounting

SKILLS

SharepointOutlookCustomer ServiceCold CallingExcelPowerpointCustomer RelationsTicket SalesArchticsWord

ABOUT LUKE SCHMIDT

Dedicated and Certified Public Accountant with a strong foundation in financial management, auditing, and tax expertise.

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