PRIMARY CONTACTS: James B. Yard CPA, CIA, CISA
The people, processes and technology within organizations and practices are constantly being challenged to increase efficiency and maximize limited resources.
The Schneider Downs Business Process Optimization (BPO) services are designed to assess the efficiency and effectiveness of an organization’s core business processes to ensure best practice opportunities are realized, risks are mitigated and a strong foundation exists for controls. Our team of process improvement specialists are adept in understanding and assessing complex workflows, internal risks and controls, systems functionality and automation opportunities.
Our team of risk advisory professionals assist our clients in optimizing and transforming their core operational, finance and information technology processes. Combining deep industry expertise with repositories of process insights, we act as a strategic advisor to implement changes to the organization structure to achieve cost reductions and efficiencies, while also providing recommendations to better managing risk and strengthen control activities.
Some of the most common triggering events that lead to companies investing in a strategic evaluation of their business processes include:
Results include an organizational assessment and dashboard of current state against better practice opportunities, as well as a summary of work performed, global risk overviews, and recommendations to achieve increased efficiency, process improvement and internal control environment enhancements.
Contact us to learn more about Schneider Downs Business Process Optimization services.
Interested in a More High-Level Assessment of Your Accounting Function?
Our Accounting Optimization Assessment services help your organization evaluate and discover actionable steps to strengthen your accounting function, increasing operational efficiency and maximizing benefits in alignment with organizational priorities and goals.
Our team of experienced risk advisory professionals focus on collaborating with your organization to identify and effectively mitigate risks. Our goal is to understand not only the risks related to potential loss to the organization, but to drive solutions that add value to your organization and advise on opportunities to ensure minimal disruption to your business.
Explore our full Risk Advisory Service offerings at Risk Advisory Services or contact the team at [email protected].
Big Problem: Company Impacted By Ransomware.
Big Thinking: Restore System On-site And Avoid Six-figure Ransom.
Big Problem: Inefficient Tax Credit Realization.
Big Thinking: Identified A $900,000 Tax Credit, Nearly Twice As Much As Prior Years.
Quick Summary The updated 2026 Form W-2 adds Box 12 codes for qualified tips, qualified overtime compensation and employer Trump…
Read More >Quick Summary Pennsylvania's Act 104 of 2026 raises the annual contribution thresholds that determine whether a charitable organization needs an…
Read More >Quick Summary A Pittsburgh City Council member introduced an ordinance on October 27, 2026 that would impose a 2% tax…
Read More >One of the most consequential themes emerging from Money20/20 is a fundamental shift in how we think about AI and…
Read More >Quick Summary Bolt-on acquisitions may look simpler than platform deals, but the accounting work is rarely “plug and play.” This…
Read More >{ "@context": "https://schema.org", "@type": "Article", "headline": "A New AI Assurance Offering Signals a More Structured Market for AI Controls", "abstract":…
Read More >I had the recent opportunity to attend Fueling the Future: How Infrastructure & Investment Can Be the Catalyst for Economic…
Read More >Quick Summary The IRS has issued proposed and temporary regulations implementing new IRC Section 25F, which beginning in 2027 provides…
Read More >This year’s EACUBO conference was another vibrant event, centered on the theme of building momentum for the future of higher…
Read More >Quick Summary The Boston Scientific cyberattack shows that no enterprise is immune, and medical device makers are especially attractive targets…
Read More >The International Financial Reporting Standards (IFRS) continue to take feedback from the global business community and evolve to meet expanded…
Read More >On Tuesday, September 29, 2026, the U.S. Department of the Treasury and the Internal Revenue Service released the 2026–2027 Priority…
Read More >On September 29, 2026, the Office of Management and Budget (OMB) released a draft of the Compliance Supplement, similar to…
Read More >Quick Summary Companies without budget for a third-party application can automate their SAP segregation of duties (SOD) review using Microsoft…
Read More >Quick Summary AICPA TQA Section 9561 confirms that AI does not create a separate SOC examination model or new criteria.…
Read More >A new federal tax incentive could let manufacturers deduct up to 100% of the cost of a new production facility…
Read More >The U.S. Treasury Department and Internal Revenue Service have issued proposed regulations that would provide that a private school is…
Read More >Depletion allows owners of natural resources to recover the cost of assets as those resources are extracted from the ground,…
Read More >Quick Summary ASC 818 establishes GAAP's first framework for environmental credit accounting, requiring companies to disclose the types, valuation and…
Read More >Quick Summary The IRS is intensifying scrutiny of charitable contribution deductions, particularly non-cash donations of hard-to-value assets such as artwork,…
Read More >