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

"Schneider Downs does a great job for us in the audit, tax, and wealth management areas."

"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."

"Great long term relationship."

"Quality Staff and Management."

"Quality of service and consistency of our audit and tax team, Staci, Shane and Elena are outstanding"

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

"All of the Schneider Downs associates we deal with have been very good to work with and I would recommend them to any of our network for excellent accounting services."

"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 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."

"I believe SD brings quality talent to our projects and they are well worth the price we pay!"

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

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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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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case studies
 
Company impacted by ransomware.
big problem:
Company impacted by ransomware.
big thinking:
Restore system on-site and avoid six-figure ransom.
read more
 
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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