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

"Exceptional client service."

"Schneider Downs takes the time to understand the client and their needs. My first project with the team in 2014 was the beginning of a partnership that still exists today. The firm has and continues to be involved in various co-sourcing and consulting engagements due to the depth of knowledge of the firm and more importantly, the results."

"relationships with Tax & Audit staff are phenomenal - they answer and are attentive when we have issues and provide timely responses"

"All of the Schneider Downs associates we deal with have been very good to work with and I would recommend them to any of our network for excellent accounting services."

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

"We have experienced consistently good client service over 5 years running now."

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

"SD management and staff are very professional, but not overly 'text-book'. They take their jobs seriously, but are also great to work with!"

"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."

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

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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