Big Thinking.
Personal Focus.

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.

Every thing from keeping us up on all of the changes to consistent timely assistance when we need!

The people!

…They are truly a full-service firm – we utilize the tax, audit, transaction, cybersecurity, 401k, and family office teams.

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 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.

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.

Professionalism and pragmatic

Good continuity throughout the engagement teams showing complete understanding from Shareholder all the way down to the senior and staff level.

Jim Yard, Jessica Miller and team are first class in everything they do. They are a wealth of experience and knowledge and share that expertise with our Management team and Board. I have worked with numerous firms in my 25+ career and Schneider Downs is the best when it comes to communication, transparency and high-quality work product. We could not be happier with our relationship, and they are a source of strength in our overall risk management framework.