The people are knowledgeable and care about positively impacting our business.
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 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.
Good people.
Knowledgeable people
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 people
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.
the ease of having questions answered- the knowledge of our day-to-day business needs and issues.
Very responsive. Lower cost option compared to Big 4.
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.
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.
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Schneider Downs is a Top 60 independent Certified Public Accounting (CPA) firm providing accounting, tax, audit and business advisory services to public and private companies, not-for-profit organizations and global companies. We also offer Internal Audit; Technology Consulting; Software Solutions; Personal Financial Services; Retirement Plan Solutions and Corporate Finance Services. Schneider Downs is the 13th largest accounting firm in the Mid-Atlantic region and serves individuals and companies in Pennsylvania (PA), Ohio (OH), West Virginia (WV), New York (NY), Maryland (MD), and additional states in the United States with offices in Pittsburgh, PA, Columbus, OH, and McLean, VA.
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