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Emily Schaefer

Emily Schaefer

Financial Planner

Key Services

  • Tax strategies for small businesses
  • Cash flow planning 
  • Human Resources consulting
  • Setting up retirement plans
  • Business liquidity planning
  • Stock option evaluation (RSUs, PSUs, NQOs)
  • Tech stack design
  • Tax-efficient benefits programs
  • Consulting on accounting systems and controls

My Commitment to You

As a financial planner specializing in working with small business owners at SYKON Capital, I serve as a resource for the financial questions that a business owner may have. My goal is to help optimize the experience that your clients and employees have, so that your business can grow and thrive. In a broader sense, my goal is to help you fulfill your mission and create your legacy.

Prior to working at SYKON, I held numerous positions in accounting, finance, and technology for small business owners. I was an accountant at Princess Cruises and a bookkeeper at Passport Bookkeeping, which provided bookkeeping, tax, and consulting services to individuals and small businesses. In all these roles, my focus was on clear communication and education. My commitment is to facilitate the use of SYKON’s resources so that our business owner clients can build and sustain strong, healthy businesses.
 
 
 
 

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