Great relationship with our primary POC – Jim Sayer. Excellent knowledge base and highly responsive to our business needs. SD has added real value to our taxation reporting and strategy.
Client: Family-owned, Nationally Recognized Professional Services Company
How it Started
It was 2012, and it was our client's first foray out of Big 4 territory so they weren’t sure what to expect when we performed our first audit for their family-owned professional services company. A smooth transition led them to be ensured we would perform at the high level to which they were accustomed. Service level was important to them, with considerable pride in their excellent reputation and established brand. We knew they had ambitious growth goals and needed a partner with the capacity and expertise to grow their business. We were to be that partner.
A Proud Partnership
As the client grew comfortable they started transitioning work from other firms. What began as a corporate audit grew to include additional ancillary audits and other agreed-upon procedures. As the client noticed they received the same high level of service, responsiveness and timeliness from us, our relationship continued to grow. Since we began working together, the client has nearly doubled in size. And we have grown with them, expanding our service offerings with their growing needs. We have worked together on cybersecurity assessments, due diligence on acquisitions, tax work, compensation studies and family office matters. When the financial reporting and controls of acquired entities didn’t meet our client’s standards, we stepped in to bring them up to speed. As partners, we protect their brand by ensuring consistency across locations and disaggregated accounting functions.
How it's Going
After more than 10 years, we have become fully integrated into the client’s operations. Each time a major business decision looms, they consult with us on the implications from an accounting, tax and general organizational perspective. We assume the audit work for each acquisition they gain, and they know we will help to maintain a reputation they can take pride in. We, in turn, are incredibly proud to call them our clients and friends.
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Contact an Audit & Tax Advisor Today
Great relationship with our primary POC – Jim Sayer. Excellent knowledge base and highly responsive to our business needs. SD has added real value to our taxation reporting and strategy.
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 are knowledgeable and care about positively impacting our business.
Brett Cubellis is the best! He always follows up and is prompt in his response.
Variety of services, expertise and customer service.
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.
the ease of having questions answered- the knowledge of our day-to-day business needs and issues.
Every thing from keeping us up on all of the changes to consistent timely assistance when we need!
Good people, firm culture and reasonably priced. It’s also nice to support a locally HQ’d firm.
I love the diversity of the personnel, each one has a unique skill set, and they all care about what’s important…”The Client!!
Schneider Downs’ engagement teams are hand-selected by our shareholders based on skill sets and experience and are available around the clock for consultation. Each attestation engagement is subject to our comprehensive quality control and risk management system, providing an independent review of audit opinions, related financial statements and significant underlying working papers, to ensure that the highest levels of professional standards are met.
To learn more, visit our dedicated Audit and Assurance page.
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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