Every thing from keeping us up on all of the changes to consistent timely assistance when we need!
Client: Multi-location, Multi-generational, Recently Transitioned Construction Client
Services: Audit, Tax, Lease, Valuation, 401k Audit, Individual Tax Work, and Succession Planning
How it Started
Through Schneider Downs’ high-profile work within the construction industry throughout our region, our Firm enjoyed a friendly relationship with a closely-held, multi-location, multi-entity, multi-generational construction company, even though they weren’t a client (yet). Our two organizations shared many common relationships, including insurers, bankers, and peers from the industry. This familiarity led to the opportunity to take our relationship further.
Born Ready
The organization soon realized that its current provider was facing capacity challenges, which were becoming apparent in the service they received. Recognizing that Schneider Downs had both experience and a sizable construction accounting team, the company approached our firm to discuss a possible relationship. What began as an invitation to assist with their current need soon evolved into deeper discussions about more proactive and complex business solutions that the company had previously not explored.
From our initial meeting about the audit and tax work, our teams began identifying areas of interest. We noticed they were accounting for their extensive leasing activities manually, and were without a formalized process or plan. When we offered to set them up with our simpLEASE software, they endorsed the idea immediately. Along the way, Schneider Downs introduced several additional service ideas that could present new opportunities to the client – soon we were engaged to do their corporate audit, 401k audit, extensive tax work, including individual taxes for the owners and lease accounting, as well as assist with valuation projects. Because the client was so interested in new ideas, they were especially receptive to the “best practices” conversations led by our construction experts. Collectively, our services helped them not only address current needs but also identify opportunities to prepare for the future.
How it's Going
Quality relationships are worth the wait….and the effort. Schneider Downs built a dedicated team of construction experts to tackle these assignments collectively, and, after an excellent first year, that same team will return in its entirety. In that first year, because our teams worked together so closely, we quickly identified that a restructuring initiative had exacerbated some delays in preparing financial statements for audit. So, to assist their overextended finance department, the Schneider Downs team took that responsibility off their hands. Problem solved. It’s what good partners do.
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Client: Multi-location, Multi-generational, Recently Transitioned Construction Client
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Contact an Audit & Tax Advisor Today
Every thing from keeping us up on all of the changes to consistent timely assistance when we need!
Professionalism and pragmatic
the ease of having questions answered- the knowledge of our day-to-day business needs and issues.
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.
Variety of services, expertise and customer service.
The people are knowledgeable and care about positively impacting our business.
…They are truly a full-service firm – we utilize the tax, audit, transaction, cybersecurity, 401k, and family office teams.
I love the diversity of the personnel, each one has a unique skill set, and they all care about what’s important…”The Client!!
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 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.
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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