We’ve had an amazing SD team. My experience has been that they have a partnership approach and are focused on education and identifying areas for continuous improvement.
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 on their ERISA audits, the prospect was very clear: his top priority was filing timely this year. We were determined to deliver.
Every Step of the Way
After our initial meeting, it was clear that this audit required an especially proactive approach. In general, due to the extensive third-party coordination and client onboarding tasks that come with a first-year ERISA audit, it’s tricky to make granular predictions about specific timing. However, to make sure the client felt comfortable that this year would be different than the last, 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 and continue to provide several complimentary services and general advisory services as they grow. Today, because we’ve demonstrated that 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
We’ve had an amazing SD team. My experience has been that they have a partnership approach and are focused on education and identifying areas for continuous improvement.
Their knowledge of our account allows for efficient conversation.
Always available when needed and easy to work with.
They act as if they are part of our team which is greatly appreciated.
The people I have dealt with have always been great, attentive, and eager to help when needed.
We have worked with the same team for many years, which I consider a strength. We have also been able to draw from expertise across the firm around specialized needs in the past few years.
Audit and tax teams are very responsive and provide valuable insight.
If they don’t have the answers, they will find it.
I’ve worked with SD for a long time and my experiences don’t vary. Strong firm leaders have been attached to our nonprofit. As much as one can say “we loved having our auditors on site”, we do!
The Audit team is great to work with.