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."

"Over 10+ years of history with Schneider Downs"

"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"

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

"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."

"Excellent experience in the first year audit, and previously in an audit capacity with a former company."

"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."

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

"The personnel are fantastic. Efficient, creative and always on top ify the clients needs."

"The support we receive from you staff is of the highest caliber and always greatly appreciated!"

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

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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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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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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