Financial Advisory Services

Experienced and practical guidance through the complex issues facing today’s businesses

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The Schneider Downs Financial Advisory team’s collective experience provides practical advice to guide clients through making better business decisions. We deliver actionable solutions that help make our clients’ lives easier, and make their companies even better.

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Our Clients' Thoughts On Schneider Downs

"Quality of service and consistency of our audit and tax team, Staci, Shane and Elena are outstanding"

"We have always received an extremely high level of service from our team at Schneider Downs. After almost 40 years, it continues to be a valuable partnership for our group."

"I have always had a good relationship with Schneider Downs because of their ability to quickly answer my questions and advise me appropriately."

"SD has excellent technical skills as well as an excellent understanding of our business. We can talk openly about our business."

"Excellent experience in the first year audit, and previously in an audit capacity with a former company."

"This was the first year the team at SD worked with us, but I thought they did a great job. Very responsive and kept the lines of communications open with any questions/concerns."

"I believe SD brings quality talent to our projects and they are well worth the price we pay!"

"We've worked with Schneider Downs for over a decade and they have become a part of our growth and success. To us, Schneider Downs is not just a financial services firm but a trusted business partner."

"High level of customer service at a fair cost"

"We are a long time customer and value the service provided."

Best Account 2021
our thoughts on

The Top Risks Internal Audit Leaders Need to Know for 2024

What are the top risks internal audit leaders need to know about in 2024?

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PCI DSS v4.0 is Here…Are You Ready?

Learn more about the key changes, requirements and timeline for PCI DSS v4.0.

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The Impact of the Baltimore Key Bridge Disaster on Supply Chain

Learn more about the regional and national supply chain implications of the Baltimore Key Bridge collapse.

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SEC Adopts Final Climate Disclosure Rules

Learn more about the SEC's final climate-related disclosure rules and what public companies will need to do moving forward.

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Proposed Bipartisan Tax Plan Released – Overview of the Tax Relief for American Families and Workers Act of 2024

Learn more about the proposed Tax Relief for American Families and Workers Act of 2024 and the highlights included within the Act.

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Understanding CA SB 261: The Greenhouse Gases: Climate-Related Financial Risk Act

Learn more about what public and private companies need to know about CA SB 261, the Greenhouse Gases: Climate-Related Financial Risk Act.

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Tis the Season: Unwrapping the Top Holiday Scams of 2023

Learn about some of the top online scams circulating this holiday season.

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Fraud Week 2023: Frauds of the Rich and the Famous

Learn more about ACFE International Fraud Week and explore famous fraud cases including FTX and the Fyre Festival.

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2024 Cost-of-Living Adjustments for Retirement Plans and IRAs

Learn more about the 2024 cost-of-living-adjustments for retirement plans and IRAs.

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Think Before You Click: Fake Browser Updates are Back in Style

Learn more about the resurgence of one of the oldest malware attack methods in the book: the fake browser update.

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case studies
 
                                    Company impacted by ransomware.
big problem:
Company impacted by ransomware.
big thinking:
Restore system on-site and avoid six-figure ransom.
 
                                    Inefficient tax credit realization.
big problem:
Inefficient tax credit realization.
big thinking:
Identified a $900,000 tax credit, nearly twice as much as prior years.
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