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

"SD has been a great partner and provider for us. They fit our business size and demands well. Very professional and friendly staff.

SD is also practical when solving problems and issues."

"I have been working with Schneider Downs for 20 years. Everyone that I have worked with has been professional, courteous, and supportive of the work we d0. As the business has grown over the years, Schneider Downs has made a point in making us aware of the different accounting changes. As we develop new programs, they are a resource that we can go to in order to make good business decisions. I truly enjoy working with the staff!"

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

"High level of customer service at a fair cost"

"My experience has been one of timely response and expert guidance in a number of areas."

"Schneider Downs has been a valued advisor to our organization. They understand us and our industry and can provide guidance and insight that is appropriate to our circumstances."

"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."

"Quality Staff and Management."

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

"Great long term relationship."

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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