I love the diversity of the personnel, each one has a unique skill set, and they all care about what’s important…”The Client!!
Client: Supplier of Freight Forwarding
How it Started
After years of running a business and almost a decade working with Schneider Downs, the owner of one of our clients was ready to plan for a leadership transition. Since we had been established business partners for years, the owner trusted us to handle the transition as much as he trusted his son to manage the business. And a successful succession was just the beginning.
His legacy was impressive: his son stood to inherit a profitable professional service company boasting clients among the Fortune 1000. We began working with his son to explore a new organizational structure. The business had outgrown the one-person entrepreneur model that had served it so well, and a new model would better position the company for growth. Working together, we created a more formalized corporate structure, creating additional companies and an expansion-focused management team. Our client was poised for exponential growth.
Through It All
As the client expanded, so did our service offerings. We weren’t just there to steward them through a transition, we were in it for the long haul of their developing needs.
After years of performing their audit and tax work, our knowledge of the business and its culture was unmatched. We were committed to providing the experts they needed for every obstacle and opportunity they would encounter.
When we began our Credits and Incentives practice, we immediately knew which credits were most appropriate and realistic. And, when they first needed a SOC 2 report, we had the experts in-house to perform it for them. When they brought on a new CFO to help facilitate their growth, he leaned on us to provide the resources to support their operations and execute his vision. With each new acquisition, we helped with valuations and profitability calculations. Further, when they began to expand their borders internationally, we connected them to our Prime Global partners to help structure their foreign offices. Through our partnership, the client knew they had access not only to our experts but to all our connections as well.
How it's Going
Our relationship has continued for almost 30 years. Beyond the traditional client/firm relationship, we remain good partners and good friends. There is no “business as usual,” in our approach: we continue to be committed to evaluating how we can serve them better each year.
Recently, these efforts have culminated in a forensic accounting engagement for which we were their first and only phone call. They’re our first phone call as well: they have become as much our advocate as we are theirs—they’re always ready to provide a reference and have played prominent roles in our internal programming. Needless to say, we’re looking forward to the next 30 years.
Client: Supplier of Freight Forwarding
Client: Global Marine Shipping & Transportation
Client: USA Mining, Processing and Transportation Organization
Client: Technology Company with Domestic and International Operations
Client: Nationally-renowned Geotechnical Engineering and Construction Firm
Client: Multi-location, Multi-generational, Recently Transitioned Construction Client
Client: Family-owned, Nationally Recognized Professional Services Company
Client: Multi-Location, Global, Long-term Client
Client: SaaS Start Up in Emerging Technologies
I love the diversity of the personnel, each one has a unique skill set, and they all care about what’s important…”The Client!!
We have been overwhelmingly happy with the people and services that we receive from Schneider Downs. Not everyone understands the nuances of nonprofit finance, but SD does. While we are required to have an audit and to file with the IRS and Commonwealth, we view our relationship with Schneider Downs as more of a partnership. We are constantly bounces our thoughts off of our SD team for agreement and/or guidance so that there are no surprises on either side. The SD team has been great to work with. They are respectful and knowedgeable about our industry/business and we appreciate our relationship.
…They are truly a full-service firm – we utilize the tax, audit, transaction, cybersecurity, 401k, and family office teams.
Professionalism and pragmatic
Good people, firm culture and reasonably priced. It’s also nice to support a locally HQ’d firm.
Good continuity throughout the engagement teams showing complete understanding from Shareholder all the way down to the senior and staff level.
The past year has been the perfect example of what I like best about Schneider Downs. In addition to our recurring annual corporate audit, tax compliance, and employee benefit plan audit / TPA services, SD&Co has provided us with cyber security consulting, breach response, lease accounting software and implementation, and estate valuation services. It is great to know that with a call to one of our primary relationship contacts, we can quickly and confidently be placed in the hands of an expert in any number of financial-related services. Communication and consistency within all SD&Co. service offerings is fantastic!!!
the ease of having questions answered- the knowledge of our day-to-day business needs and issues.
The people. They are very knowledgeable and quick to respond when issues arise. Jim Yard and the staff out of Pittsburg have been very helpful in the areas of IT Auditing, Mortgage Company Operations, and Wealth Management. They are very prompt in returning our calls and providing support when needed.
The best thing is the partnership. Patrick and team are always responsive and great to work with. I love the open dialogue and professionalism. The team at SD is very knowledgeable and I feel they take the step further to exceed rather than just meet our expectations.
Email us: [email protected]
Schneider Downs is a Top 60 independent Certified Public Accounting (CPA) firm providing accounting, tax, audit and consulting services to public and private companies, not-for-profit organizations and global companies. We also offer risk advisory, transaction advisory, digital consulting, wealth management, retirement plan solutions and investment banking services. Schneider Downs serves individuals and companies in Pennsylvania (PA), Ohio (OH), West Virginia (WV), New York (NY), Maryland (MD), metropolitan Washington (DC) and additional states in the United States with offices in Pittsburgh, PA, Columbus, OH, and McLean, VA.
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