Welcome to 2016!

Good morning and welcome to 2016!

We're just a few weeks into a new year and it is a very exciting time for you, your families and your business!  Here's a note to encourage you forward in all of your hopes and dreams as another year comes into focus. And with a new year typically comes new ideas, resolutions and goals. 

As excited as I am about the new year, I'm even more excited about all of the potential that the year holds: for you, your business and the clients you serve.

With a strong family upbringing and values of hard work, dedication, excellence and service to my clients instilled in me, I think back over the years and look forward to what's ahead.  I graduated from Apollo High School, was blessed to then to go onto UK for a Bachelors in Business Administration. Then feeling a call to military service in honor of our country, I spent nearly four years serving in the Air Force, there earning an MBA through Central Missouri State University while enlisted. Moving next to the national scope of a Big Four accounting firm in the greater St. Louis metro area, I found very fulfilling work serving clients for several years within the scope of audit, tax, bookkeeping and business advisory services.

Feeling then a desire to come back home and start my own firm closer to my family; I began with grassroots dedication in building my client base from the ground up over the course of ten years, ultimately merging that practice, with two other regional firms with a presence in Henderson, Evansville and Owensboro. 

With 17 years of business advisory expertise, financial statement reporting, audits, accounting, bookkeeping and tax services; I have been so incredibly fortunate to encourage, enable and empower the goals of countless clients in all arenas of business; everything from small businesses to national clients.

In recent years I've had a clarifying focus in my life as I've become increasingly involved in helping family run businesses solve everything from succession planning issues, cash-flow and forecasting concerns in the midst of business transition periods, assisting in organizational design to optimize financial proficiency – as well as – ultimately – best positioning business owners to start living the lives they've always dreamed of; all the while, continuing to best serve their clients with passion, poise and excellence.

So after years of helping clients solve the full spectrum of business accounting needs – through the unique niche of business advisory services – I have been blessed to find my career passion as I enter the next phase of my life with the inception of Schwartz Business Advisory.

In this new venture, I am uniquely positioned to help your business -  just like my own - transition, grow, expand…to the next level. And, as I suggested earlier - to help you begin living the life you've always wanted as a business owner.

Through our work, we walk you through a process of: reducing risk, minimizing setbacks, retaining market value, accelerating growth and empowering breakthroughs. We do this by helping clients clarify leadership roles and vision, enhance employee engagement, helping your business manage necessary change, streamlining business processes, utilize appropriate technology as well as enabling business evolution, growth and success.

May this new year find you exactly where you want to be, doing the work you love - serving those around you with the business that you love. The one that you're grateful for, the one that serves your customers in the best possible way - the business that is finally in a position to now help you live the life you've always wanted.


Kevin Schwartz, CPA, CGMA, MBA

Schwartz Business Advisory