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

"Strong customer focus"

"We have a solid relationship with our team"

"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."

"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."

"Because they do all of the above..well!"

"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."

"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."

"The People, Expertise in their field, and professionalism is important to me. . They help guide my business and personal life with tax preparation and planning..
I have dealt with Julie and Henry for over 20 years on a weekly level and am completely satisfied"

"We are very satisfied with the relationship. One-off project and/or consultancy work sometimes feels a bit overpriced which is the reason for the "sometimes" answer to one of the questions."

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

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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How LinkedIn and a Phone Call Led to the Massive MGM Ransomware Attack

Learn how social engineering and vishing led to the massive ransomware attack halting operations at MGM Resorts and Casinos.

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Climate Corporate Data Act – What to Know About California SB 253

Learn more about the impact of CA SB 253 – Climate Corporate Data Accountability Act.

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20 Pre-Contract Questions To Ask Your Next SOC 2 Audit Firm

Review some of the top questions to ask prospective audit firms before signing for a SOC 2 audit.

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Five Tax Considerations for Start-up Companies

Read more about five of the most important tax considerations startups often overlook.

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School Yourself on Common Student Loan Cyber Scams

Learn about common cyber scams targeting those impacted by the federal student loan pause ending and pending forgiveness plan ruling.

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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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