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

"We have a solid relationship with our team"

"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."

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

"Consistent quality service over an extended relationship."

"Good two way communication. Every client's needs are unique and different. Schneider Downs understands us based on our size, needs, staff, knowledge and areas we need assistance and do not. It works great and communication is the key to that successful partnership."

"Since we starting with Schneider Downs late last year they have provided the best service possible. Every time I call with a question or problem they are extremely quick to response. Couldn't ask for a better company."

"We've had a very good experience with SD&Co over the years and appreciate the strong leadership from the partners and managers on our account. They understand our business and the issues we face each year and provide reasonable alternatives."

"Exceptional client service."

"Knowledgeable and friendly staff"

"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."

Best Account 2021
our thoughts on

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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The SEC ‘Names Rule’: Unpacking the Impacts to ESG Funds

Learn more about the impact of the SEC's amendment to the Investment Company Act of 1940 on ESG naming conventions.

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Cybersecurity Awareness Month Celebrates 20 Years

Explore our latest security awareness materials in support of Cybersecurity Awareness Month.

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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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