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!
PRIMARY CONTACTS: James B. Yard CPA, CIA, CISA
Our Internal Audit solutions allow for a highly effective internal audit function to serve your organization in a complex risk environment.
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 download our Risk Advisory Services Brocure for more information.
Ready to Get Started? Contact the team at [email protected].
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!
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.
The engagement of the SD team in our business is welcoming. This is both on the audit and tax side. I really like how the Partner-In-Charge of both sides and I work together to make sure we achieve the desired outcomes from our respective teams in the time frames agreed upon.
If they don’t have the answers, they will find it.
The SOC 1 and SOC 2 teams are great to work with, and they are talented professionals.
The People, they make the firm successful… their knowledge is what I look for in an accounting firm.
Very strong team that complements our needs. The Relationship is truly a partnership.
The team assigned to our engagement has demonstrated strong collaboration and consistent engagement. Their diligent efforts have resulted in a service that is both effective and considerate of stakeholder time.
Not only is their professional and experience so valuable to our organization, their availability throughout the engagement and any time throughout the entire year is terrific and that line of communication is very helpful and adds value to their services.
The Audit team is great to work with.
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.
The Internal Revenue Service (IRS) and Treasury continue to focus on the intersection of tax-exempt status, racial discrimination and race-conscious…
Read More >The House Committee on Ways and Means approved four bills concerning tax-exempt organizations on July 22, 2026. The descriptions of…
Read More >Article Summary: How Long SOC Reports Are Valid and Whether They Expire SOC reports do not carry a formal expiration…
Read More >On July 13, the IRS released Notice 2026-42, establishing the Section 45I Marginal Well Tax Credit (MWC) amount of $0.81…
Read More >Most construction companies with long-term contracts track their projects with a Work-in-Progress (WIP) schedule. It pulls together how much a…
Read More >