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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Transaction Advisory

Comprehensive suite of services for successful transactions

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Business Consulting

Sophisticated guidance to support business decisions

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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

"Trusted advisor which adds value to the relationship."

"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."

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

"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."

"Quality Staff and Management."

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

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

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

"I have found Schneider Downs team members at every level that I've interacted with to be knowledgeable, professional, thorough, responsive and respectful. Schneider Downs is large enough to have the resources to serve our group of entities but small enough to be approachable and to take our tax related and business needs seriously."

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

Six Common Lease Accounting Adoption Mistakes... and How to Avoid Them

Learn about six common mistakes organizations make when adopting the ASC 842 lease accounting standard.

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SDWMA Thoughts on Silicon Valley Bank

Learn more about the Silicon Valley Bank collapse and why SDWMA embraces diversification.

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Digital Transformation and The Construction Industry: Digital Workflows

Learn about the benefits that digital workflows present to the construction industry.

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SECURE 2.0 Act of 2022: Key Highlights

Learn more about key highlights and provisions of the SECURE 2.0 Act.

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Resolve to Prevent or Detect Financial Statement Fraud in the New Year

Recognize these red flags to prevent financial statement fraud in the new year!

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Buyer Beware: Five Common Holiday Scams of 2022

Protect your wallet and information this holiday season by avoiding these five common cyber scams targeting online shoppers.

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International Fraud Awareness Week 2022

Learn about the three most common elements of fraud based on Donald Cressey's fraud triangle theory.

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IRS Gave the Gift of Higher Estate and Gift Tax Limits for 2023

Learn more about how you can give tax-free gifts in 2023 due to Rev. Proc. 2022-38.

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Join us this December for “CPE Month”

Join Schneider downs for our annual year-end Continuing Professional Education (CPE) presentation events to help you stay current on the latest trends and developments in the industry.

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October is Cybersecurity Awareness Month!

Kickoff Cybersecurity Awareness Month with new cybersecurity resources from Schneider Downs.

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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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