Financial Advisory Services

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

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Accounting Advisory

Technical and outsourced advisory services

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Business Consulting

Sophisticated guidance to support business decisions

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Managed Accounting Services

As-needed, part-time or full-time support for accounting and finance needs.

Managed Accounting Services
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Business Valuation

Trusted expertise in a broad range of valuation services.

Business Valuation
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Forensic and Investigative Accounting

Internal and external examinations of financial information.

Forensic and Investigative Accounting
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Litigation Support Services

Professional credentials and experience needed in caseloads.

Litigation Support Services
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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

"LEVEL OF SERVICE"

"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."

"My experience has been one of timely response and expert guidance in a number of areas."

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

"Great partnership and great results which is the bottom line."

"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."

"Trusted advisor which adds value to the relationship."

"My experience with Schneider Downs has consistently been excellent. For the past 18 months, while experiencing the many facets of COVID, the Schneider Downs team has been exceptional. The frequent consultations, CFO forums, sharing of best practices, etc. has provided excellent benefits in a unique and unpredictable environment. More than providing necessary services, they are a terrific resource for our institution.
"

"Our company utilizes numerous areas of services, from tax and audit to advisory services and cybersecurity consulting. I've only ever experienced excellence in all they do."

"Been w SD for 30 years
Always there for us"

Best Account 2021
Actual testimonials from our most recent client satisfaction survey
our thoughts on

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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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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

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

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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.
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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.
read more
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