Brett Cubellis is the best! He always follows up and is prompt in his response.
Client: Global Marine Shipping & Transportation
Schneider Downs Service: ERISA Audit
How it Started
In 2021, Schneider Downs was contacted by a company that had missed its most recent ERISA filing date by several months, creating significant frustration with their current provider. Although Schneider Downs was not local to their area, the client reached out to us at the recommendation of their actuary. When he asked us to propose their ERISA audits, the prospect made it clear: his top priority was filing timely this year. We were determined to deliver.
Charting a New Course
After our initial meeting, we knew this audit required an especially proactive approach. Generally, due to the extensive third-party coordination and client onboarding tasks that come with a first-year ERISA audit, making granular predictions about specific timing can be tricky. However, to ensure the client felt confident they would file on time, we carefully outlined and committed to a detailed timeline of our audit plan in April.
To ensure we delivered on the promised timeline, we conducted biweekly calls with the client in June, even though fieldwork didn’t start until August. When we did begin fieldwork, which we conducted remotely, we upped the cadence of our calls and communicated regularly with the client through issuance—which occurred with time to spare.
How it's Going
Since successfully completing their ERISA audits, we’ve developed a strong partnership with the client. As they continue to grow, we are here to provide complimentary and general advisory services. Today, because we’ve demonstrated their priorities are our priorities, we’re the first to know whenever a change occurs within their organization. They know we’ll always pick up their call.
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Contact an Audit & Tax Advisor Today
Brett Cubellis is the best! He always follows up and is prompt in his response.
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.
The people!
I love the diversity of the personnel, each one has a unique skill set, and they all care about what’s important…”The Client!!
They collaboratively work with us.
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.
…They are truly a full-service firm – we utilize the tax, audit, transaction, cybersecurity, 401k, and family office teams.
Good continuity throughout the engagement teams showing complete understanding from Shareholder all the way down to the senior and staff level.
Honesty, Integrity, Professional
Down to earth.
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.
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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