The team assigned to our engagement has demonstrated strong collaboration and consistent engagement. Their diligent efforts have resulted in a service that is both effective and considerate of stakeholder time.
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
The team assigned to our engagement has demonstrated strong collaboration and consistent engagement. Their diligent efforts have resulted in a service that is both effective and considerate of stakeholder time.
Their knowledge of our account allows for efficient conversation.
Audit and tax teams are very responsive and provide valuable insight.
The people who service our account are pleasant to work with, knowledgeable about relevant accounting and business matters and available to help when needed.
Always available when needed and easy to work with.
Knowledgeable, Efficient, Friendly.
You cannot go wrong choosing Schneider Downs for your audit services. Having worked with other audit firms in healthcare compliance for over 20 years, Schneider Downs’ team was hands down the very best of them all. Guided us through our first HITRUST CSF and SOC 2 Type II certifications and will be recertifying us in the fall.
Competent friendly people who know [the education] industry.
Very strong team that complements our needs. The Relationship is truly a partnership.
We always receive prompt responses and valued advice.
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.