Financial Advisory Services

Experienced and practical guidance through the complex issues facing today’s businesses

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The Schneider Downs Financial Advisory team’s collective experience provides practical advice to guide clients through making better business decisions. We deliver actionable solutions that help make our clients’ lives easier, and make their companies even better.

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Our Clients' Thoughts On Schneider Downs

"Excellent experience in the first year audit, and previously in an audit capacity with a former company."

"We have always received an extremely high level of service from our team at Schneider Downs. After almost 40 years, it continues to be a valuable partnership for our group."

"We've had a very good experience with SD&Co over the years and appreciate the strong leadership from the partners and managers on our account. They understand our business and the issues we face each year and provide reasonable alternatives."

"SD has been a great partner and provider for us. They fit our business size and demands well. Very professional and friendly staff.

SD is also practical when solving problems and issues."

"The support we receive from you staff is of the highest caliber and always greatly appreciated!"

"We are a long time customer and value the service provided."

"Trusted advisor which adds value to the relationship."

"We are a long time customer and value the service provided."

"We've worked with Schneider Downs for over a decade and they have become a part of our growth and success. To us, Schneider Downs is not just a financial services firm but a trusted business partner."

"We have built a solid working relationship with Schneider Downs since they became our firm accountants in 2018. The knowledge of our firm's accounting systems has grown over the years and Schneider Downs plays an important role in providing accounting services and providing guidance to our firm."

Best Account 2021
our thoughts on

Proposed Bipartisan Tax Plan Released – Overview of the Tax Relief for American Families and Workers Act of 2024

Learn more about the proposed Tax Relief for American Families and Workers Act of 2024 and the highlights included within the Act.

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Understanding CA SB 261: The Greenhouse Gases: Climate-Related Financial Risk Act

Learn more about what public and private companies need to know about CA SB 261, the Greenhouse Gases: Climate-Related Financial Risk Act.

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Tis the Season: Unwrapping the Top Holiday Scams of 2023

Learn about some of the top online scams circulating this holiday season.

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Fraud Week 2023: Frauds of the Rich and the Famous

Learn more about ACFE International Fraud Week and explore famous fraud cases including FTX and the Fyre Festival.

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2024 Cost-of-Living Adjustments for Retirement Plans and IRAs

Learn more about the 2024 cost-of-living-adjustments for retirement plans and IRAs.

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Think Before You Click: Fake Browser Updates are Back in Style

Learn more about the resurgence of one of the oldest malware attack methods in the book: the fake browser update.

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The SEC ‘Names Rule’: Unpacking the Impacts to ESG Funds

Learn more about the impact of the SEC's amendment to the Investment Company Act of 1940 on ESG naming conventions.

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Cybersecurity Awareness Month Celebrates 20 Years

Explore our latest security awareness materials in support of Cybersecurity Awareness Month.

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How LinkedIn and a Phone Call Led to the Massive MGM Ransomware Attack

Learn how social engineering and vishing led to the massive ransomware attack halting operations at MGM Resorts and Casinos.

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Climate Corporate Data Act – What to Know About California SB 253

Learn more about the impact of CA SB 253 – Climate Corporate Data Accountability Act.

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case studies
 
                                    Company impacted by ransomware.
big problem:
Company impacted by ransomware.
big thinking:
Restore system on-site and avoid six-figure ransom.
 
                                    Inefficient tax credit realization.
big problem:
Inefficient tax credit realization.
big thinking:
Identified a $900,000 tax credit, nearly twice as much as prior years.
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