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Rick Schmidt is a highly accomplished Certified Public Accountant with over 15 years of extensive experience in financial reporting, tax strategy, and business advisory services. He has a proven track record of guiding both individuals and diverse businesses, from startups to established corporations, through complex financial landscapes. Rick excels in areas such as GAAP compliance, internal controls, forensic accounting, and M&A due diligence. He is recognized for his meticulous attention to detail, strong analytical skills, and his ability to translate complex financial data into actionable insights. Rick is dedicated to fostering client success by providing strategic financial counsel and ensuring robust fiscal health. He is passionate about leveraging his expertise to help organizations optimize performance and achieve their long-term financial goals.
Rick Schmidt, CPA's work history includes a series of influential roles in various companies. Here is a detailed list of his professional journey:
Spearheaded the implementation of a new enterprise-wide financial reporting system for a mid-sized manufacturing firm, resulting in a 20% reduction in month-end closing time and improved data accuracy.
Played a pivotal role in the financial due diligence and integration process for a $50M acquisition, identifying key financial risks and opportunities that shaped the final deal structure.
Successfully developed and implemented tax planning strategies for high-net-worth individuals and corporate clients, achieving average annual tax savings of 15-25% while ensuring full compliance with evolving regulations.
Successfully passed all sections of the Uniform CPA Examination and met the rigorous experience and ethical requirements to become a Certified Public Accountant, demonstrating a high level of proficiency in accounting principles and practices.
Recognized by his previous firm for consistently delivering outstanding client service, innovative solutions, and fostering strong, long-term client relationships.
Georgia State University - J. Mack Robinson College of Business
University of Nebraska-Lincoln
Highperformr Signals uncover buying intent and give you clear insights to target the right people at the right time — helping your sales, marketing, and GTM teams close more deals, faster.
Liaison Technologies was a global provider of cloud-based integration and data management solutions. They specialized in helping organizations connect their disparate systems, automate data exchange (including B2B/EDI), and manage complex data workflows through their flagship ALLOY™ Platform. Their services aimed to improve operational efficiency, ensure data security, and facilitate compliance for businesses across various industries. In December 2018, Liaison Technologies was acquired by OpenText, and its solutions and expertise have since been integrated into OpenText's Business Network portfolio, enhancing OpenText's offerings in integration and data management.
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