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Accounting Project Management

Donald B. Applegarth, CPA, Nicholas D. Lombardo CPA

The Schneider Downs Accounting Project Management team provides the accounting experience, technical expertise and leadership acumen to supplement accounting and finance teams.

Companies often find themselves in positions where they may not have the intellectual capital or critical resources necessary to undertake, let alone achieve, their required accounting objectives or outcomes. Whether the gap is due to fast growth, labor shortages or poor economic conditions, our team of accounting professionals can help.

With a focus on delivering innovative solutions customized to our clients’ needs, our Accounting Project Management team leverages our business expertise, project management skills, outcome-oriented and pragmatic approach to provide value-added accounting solutions.

Accounting for Complex Business Transactions Solutions

We have the experience and technology to support clients in integrating and accounting for complex business transactions that require considerable effort, specialized skills and industry knowledge, such as:

  • Accounting and Reporting
  • Accounting and Reporting Assistance to Public Companies
  • Accounting for Complex Equity Structures
  • Business Combination Accounting
  • Carve-outs
  • Divestitures
  • New Equity Transactions such as Capital Raises and Equity-based Compensation Plans
  • Pro-forma Financial Statement Preparation

Audit Coordination and Readiness Solutions

Audits can be daunting, especially as organizations grow in size and location. Whether geographic growth is domestic or international, your organization may benefit from our audit coordination and readiness services.

We have the expertise and technical skills to help meet global compliance requirements, including the need for statutory audits, application consistency and corporate accounting policy adherence, as well as the overall ability to meet the statutory deadlines required by each domicile.We handle the following:

  • Determining Audit Requirements throughout a Company’s Global Footprint
  • Creating an Inventory of Audit Compliance Needs in Each Jurisdiction
  • Re-evaluating Compliance Requirements based on Previous Events and Transactions
  • Assisting in Selecting a Provider in Each Jurisdiction
  • Reviewing Financial Statements for Accounting Matters Inconsistent with Accounting Policies and Conventions Adopted for U.S. GAAP
  • International Audit Assistance and Management across Different Countries
  • Managing Group Audit Projects toward Audit Completion and Coordination of Audit Requests
  • Establishing Local Country Resources for Country Regulatory and Statutory Expertise

Additionally, our team offers solutions that can guide your organization through the various stages of an audit, including:

  • Accounting Process Narrative Review
  • Balance Sheet Account Reconciliations
  • Client Interview and Preparation for Audits and Reviews
  • Design & Implementation Review of Controls
  • Financial Statement Footnote Disclosure Preparation

Short-Term Staff Augmentation

Whether due to unforeseen circumstances such as retirement or resignation, resource challenges, deadlines or rapid growth, organizations often find themselves in a position that requires staff augmentation. Our team of accounting professionals offers scalable, short-term staffing options at all levels, from the C-suite and more:

  • Interim Executive Management Support/Controllers
  • Manager and Senior Accounting Support
  • Transition Support for Executive Management/CFOs

Specialized Accounting Solutions

We understand that every organization is unique, facing different challenges, concerns, resources and pain points. Whether you require expertise to fill skill gaps, need assistance to meet deadlines or simply need specialized and technical knowledge to solve a business challenge, our team can help. Accounting Solutions we offer:

  • Back Office Assessments/Shared Services Opportunities
  • Custom Accounting Projects
  • Cash Flow Optimization through Programs to Accelerate Cash Receipts or Slow Vendor Payments
  • Environmental, Social and Governance (ESG) Reporting
  • Financial Statement Preparation & Reporting
  • Lease Accounting Software Selection, Implementation & Support 
  • Transaction-Related Accounting Solutions

Transaction-related accounting and financial reporting considerations are influenced bymany factors, including differing accounting standards, purchase price allocation, technical accounting matters, adjustments and the availability of professionals capable of providing direction. We can advise on:

  • Accounting Records “Clean Up” Before you Go to Market to Ensure a Smooth Transaction Process
  • Common Transaction-Related Accounting Issues, including:
    • Accounting for Goodwill and Other Intangible Assets
    • Transaction Costs
    • Stock Options and Other Incentive-Based Awards
    • Other Unique Accounting Needs
  • Opening Balance Sheet Accounting Under FASB ASC 805, Business Combinations, Ensuring Opening Balance Sheets are U.S. GAAP Compliant
  • Preparation of Final Closeout Financial Statements for the Selling Company to Meet Any Internal or External Requirements
  • Standardization of New Accounting Policies and Practices Within Your Company Following a Merger or Acquisition
  • Transaction-Related Accounting Consultation

For more information on our Accounting Project Management services, please contact us at

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About Schneider Downs Accounting Advisory Services

Through our Accounting Advisory Services, Schneider Downs offers various technical accounting advisory services in addition to outsourced accounting and financial advisory services for every type of organization, from small businesses with limited resources to large publicly and privately held entities that require a unique perspective.

Learn more about our dedicated Accounting Advisory Services landing page.

Learn how we’ve Solved Big Problems For our clients

Big Problem: Company Impacted By Ransomware.

Big Thinking: Restore System On-site And Avoid Six-figure Ransom.

Read Case Study

Big Problem: Inefficient Tax Credit Realization.

Big Thinking: Identified A $900,000 Tax Credit, Nearly Twice As Much As Prior Years.

Read Case Study


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