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

"Schneider Downs takes the time to understand the client and their needs. My first project with the team in 2014 was the beginning of a partnership that still exists today. The firm has and continues to be involved in various co-sourcing and consulting engagements due to the depth of knowledge of the firm and more importantly, the results."

"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"

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

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

"Consistent quality service over an extended relationship."

"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."

"Knowledgeable and friendly staff"

"We have built a solid working relationship with Schneider Downs since they became our firm accountants in 2018. The knowledge of our firm's accounting systems has grown over the years and Schneider Downs plays an important role in providing accounting services and providing guidance to our firm."

"SD has excellent technical skills as well as an excellent understanding of our business. We can talk openly about our business."

"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."

Best Account 2021
our thoughts on

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What are the top risks internal audit leaders need to know about in 2024?

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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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