SCHULTZ & ASSOCIATES - Key Persons

Job Titles:

• Payroll & Administration

Job Titles:

• Accountant
• Staff Accountant

Although Accountant Daniel Jablonski is still wrapping up his accounting program, he is not new to the profession. DJ began working with the firm when he was still in high school. He came to the firm through an externship program that the firm coordinated with the local high school accounting teacher. DJ interned for 6 weeks and showed a passion for the profession. Shortly after that, he began working as a paid summer intern. Once DJ completed high school, he began working with our firm part-time while he studied accounting at the University of Michigan-Dearborn. Now a full-time team member, DJ works with senior staff on small business accounts and has a handful of small business clients assigned to him. DJ understands the nuts and bolts of accounting and is proficient with QuickBooks.

Job Titles:

• Senior Accountant
• Call Accountant

Senior Accountant Jason Lira is skilled in multiple facets of business accounting. When business owners' accounting and bookkeeping is disorganized or not up to date, it is not uncommon for this trend to continue for months or even years. To help resolve the issues, Jason sits down with clients to determine the necessary steps required to get unorganized businesses current as quickly as possible. He feels that there is no time to waste; another month of delay is another month that the records are behind. Jason quickly gets clients current and then provides them with the necessary steps and procedures to reduce the possibility of a reoccurrence. Jason has provided accounting and bookkeeping services for a variety of industries. He most frequently works with dentists and veterinarians with single and multiple practices.

Job Titles:

• Managing Member
• Email Managing Member

Managing Member Jeffrey Schultz, CPA, understood the value of money and financial management before he was able to drive. In fact, his passion for the industry began when he was just a young boy, mowing lawns for neighboring homes. After his grandfather passed away in the late 1970s, he would ride his bike to his grandmother's house weekly and cut her lawn. Grandma would give him a couple of dollars, and he kept all the money in a miniature safe in his bedroom. The following summer, another woman requested that he cut her lawn as well, and she paid him $5. Soon, he was hooked on the job and began cutting multiple lawns a week for $5 each, most of which would end up in the safe. While he didn't always know why he was saving it, he knew that when the time came, it was going to be used for something worth his time. His mom has said to him on multiple occasions, "You probably have the first dollar you ever made." She clearly recognized Jeff's knack for tracking profits and spending money wisely - going all the way back to his lawn cutting days. His first year of college was a breeze, but prior to registering for year two, a friend mentioned that accounting was a very hard subject to study. Having not previously taken any difficult classes, he signed up for it, only knowing that it had to do with business and money. When it came time to take the class, Jeff did not find it difficult. Instead, he found that it made sense and came naturally to him. Jeff graduated from the University of Michigan-Dearborn in 1995, after which he immediately began his career in public accounting. He spent eight years with that firm providing accounting and tax services to a variety of Michigan-based small businesses. During his time there, the firm grew from a staff of three to an accounting staff of seven when he finally left the firm in 2003 to start Schultz & Associates, CPA, PLC. In some ways, Jeff has had only one job his entire adult life. Many of the clients that he began providing services for back in 1995 are still clients to this day. His knowledge, honesty, availability, and ability to explain complex tax and accounting strategies have kept clients loyal for more than 25 years.

Job Titles:

• Payroll Specialist

Teresa Welsh, CPA, a certified public accountant in metro Detroit, has over 30 years of experience in taxation and real estate consulting, as well as five years in venture capital. She is a member of both the American Institute of Certified Public Accountants (AICPA), Tax Section, and the Michigan Association of Certified Public Accountants (MACPA). She also holds the Certified Global Management Accountant (CGMA) designation and is a licensed broker. Teresa has broad tax, financial, and investment expertise, particularly in real estate investments and entities that are formed to make such investments, including limited liability companies, limited partnerships, general partnerships, and S corporations. She is skilled in tax issues and business decisions related to start-up, operations, financing, restructuring, and dispositions of such entities and their owners. Teresa's professional career started at a big four accounting firm, where she serviced Fortune 500, small businesses, and large real estate investment clients, and held the title of manager before leaving to work in the private sector. Her private sector experience revolves around real estate, and she has held positions in that field which include EVP, CFO, and Chief Strategy Officer. Her responsibilities include real estate investment activity, including: New investments Acquisitions Dispositions Refinancing Restructuring Strategic planning In her strategic planning role, Teresa has been actively involved in both stock and real estate limited liability investments, syndications, bank financing, private placements, insurance companies, and conduits, as well as workouts when problems arise in these investments arenas. She holds a Master of Business Administration degree with high distinction from the University of Michigan. She also is a member of two honorary societies, Beta Alpha Psi and Beta Gamma Sigma. She has been recognized by the city of Ann Arbor for work in park development (Proclamation of Appreciation to the Placid Way Park Foundation) and by the city's Historic District Commission for work in historic preservation (Historic Preservation Award). Teresa has served on numerous non-profit boards, including CREW-Detroit, the local chapter of CREW Network, and the Humane Society of Huron Valley, among others. In 2011 and 2012, she headed the steering committee for the formation of the Dixboro Farmers Market and in 2013 worked on an auto show to benefit the market.

Job Titles:

• Accountant
• Staff Accountant

Accountant Xiang Cui graduated from Eastern Michigan University in December 2020. She graduated with a Master of Science in Accountancy. She is also fluent in Mandarin and Korean. Her attention to detail and calm demeanor fit well with the firm's atmosphere. Xiang works on a variety of accounting and tax-related matters daily. Assignments include reconciliations, payroll reporting, payroll tax remittance, QuickBooks-related accounting, and many other accounting-related functions.