Carl Schultz CPA

(262) 923-5134   
Milwaukee

ON THE JOB

Carl is the President and CEO of SVA Certified Public Accountants, SC and its affiliated companies. He began his accounting career over three decades ago with SVA and was most recently the Principal-in-Charge of the Milwaukee office and a member of the Healthcare Management Group.

Carl has devoted his career to his corporate and individual clients. He applies his management and operational expertise not only to SVA; he extends that proficiency to our clients as well. Providing a vision of the future and developing plans producing measurable results has been his goal for each of his clients.

The strategic plans Carl develops plus his tax and financial knowledge gives his clients the ability to effectively manage their business and their personal assets.

As President and CEO Carl works directly with our firm’s executive management team to develop a vision for the future, take an active role in strategic planning and leading new initiatives as well utilizing a “best practices” approach to company operations.

Carl is a member of the Wisconsin Institute of Certified Public Accountants (WICPA), and the American Institute of Certified Public Accountants (AICPA). He is also the acting President for Stillwaters Cancer Support Services.

Education

  • University of Wisconsin - Madison - Bachelor of Business Administration - Accounting

Credentials

  • Certified Public Accountant (CPA)

Speaking Experience

  • "Key Performance Indicators in Radiology" - Radiology Business Managers Association, Radiology Summit
  • “The State of Healthcare in Wisconsin” - Healthcare Clinics and Practices
  • “Physician Compensation Plans” - National BONES Society Annual Conference

Professional Memberships/Affiliations/Activities

  • American Institute of Certified Public Accountants (AICPA)
  • Wisconsin Institute of Certified Public Accountants (WICPA)

Civic/Community Involvment

  • Stillwaters' Cancer Resource Center - President, Board of Directors
  • Elmbrook Hospital Foundation - Past President

Personal

Carl enjoys fishing for walleye, bluegill and crappie on the lakes of Wisconsin, cross country skiing the trails of the southern Kettle Moraine and biking Waukesha County's roads on his Trek Domane.