Accounting Advisory Services

Donald B. Applegarth, CPA
Nicholas D. Lombardo, CPA

The Schneider Downs Accounting Advisory team helps clients manage the accounting complexities and implications associated with increasing regulatory oversight and compliance challenges organizations face in the ever-evolving business landscape.

With a focus on protecting and enhancing the value of your business, the Schneider Downs Accounting Advisory team is committed to guiding clients through their unique challenges and providing pragmatic solutions that solve complicated issues and capitalize on unique opportunities. 

Regardless of the complexity of the issues facing your organization, the Schneider Downs team has the collective knowledge and industry experience to provide the best practices, relevant research and key insights to overcome current business challenges and position your company for future success.

Whether you need support with technical accounting services, U.S. GAAP, IFRS, IPO readiness, post-acquisition integration, back-office assessment, shared services, cash flow optimization or staff augmentation for specialized projects, the Schneider Downs Accounting Advisory team has the collective expertise and experience you can trust.

Industry Expertise

The Schneider Downs Accounting Advisory team understands the importance of industry considerations when working with our clients. Our team has the specialized expertise to support the unique challenges facing private and publicly traded organizations across a wide range of industries, including:  

  • $1 Billion annual investment in security (SaaS only)
  • Allow different sell-to and bill-to customers on jobs
  • AR/AP Netting
  • Auto-accept transactions for intercompany journals
  • Behind the scenes upgrades with the ability to enable new features in a test environment
  • Block deletion of GL accounts
  • Default Line Type on Sales and Purchasing Documents
  • Dimension Correction Tool
  • Dimensions are listed on G/L Entries table for easier reporting
  • Edit data in Excel
  • Enhanced approval workflows with Power Automate
  • Error messages that make sense and provide steps to correct the issue
  • Interoperability with Office 365
  • Inventory picks and warehouse picks available for Jobs
  • Multiple remit to addresses for vendors
  • Option to deploy as SaaS or on-premises **
  • Out of the box integration with Dynamics 365 Sales and Dataverse (Saas only)
  • Out of the box point in time restore with no configuration (SaaS only)
  • Out of the box Shopify connector
  • Production BOMs and routers on SKUs
  • Set up and sync master data across companies
  • Statistical Accounts
  • The service is backed by a 99.9% guaranteed uptime (SaaS only)
  • Utilize item variant codes on demand forecasts

With our diverse experience across industries and organizations of all sizes, our team understands the business nuances, regulatory requirements and compliance concerns important to our clients.  

Commitment to Innovation

In addition to industry and accounting advisory expertise, our team is committed to developing technology-driven solutions that address foundational accounting needs, process optimization, automated reporting capabilities and increased productivity – all of which help drive business solutions while maximizing existing resources and reducing costs.

Accounting Advisory Services We Offer

Paper and charts
Technical Accounting Advisory Services

Our industry-focused technical accountants provide customized solutions to meet your compliance and regulatory needs.

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Accounting Project Management

Our specialized team of accounting professionals provides experienced leadership and staffing to supplement accounting and finance skill gaps.

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Managed Lease Accounting Services

Our accounting and technology teams provide scalable solutions to help organizations meet the ASC 842 and IFRS 16 lease accounting standards reporting requirements

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.
our thoughts on
Six Common Lease Accounting Adoption Mistakes... and How to Avoid Them
SDWMA Thoughts on Silicon Valley Bank
Digital Transformation and The Construction Industry: Digital Workflows
SECURE 2.0 Act of 2022: Key Highlights
Resolve to Prevent or Detect Financial Statement Fraud in the New Year

contact us

Metropolitan Washington