Schneider Downs

Build confidence in financial reporting, address compliance requirements, and gain practical insight into organizational risks and operations.

Get assurance support for domestic and foreign business needs in the global marketplace.

Access tailored tax preparation, planning, and transaction advice to address compliance needs and make informed tax decisions.

Get strategic guidance across accounting, financial, legal, and operational matters to make informed decisions and address complex business needs.

Helps organizations identify and mitigate risks, strengthen controls and processes, and minimize disruption to business operations.

Helps middle-market organizations navigate transactions and maximize enterprise value with guidance from deal planning through post-merger integration.

Helps middle-market owners build and realize business value while navigating sales, acquisitions, and other strategic transactions.

Receive tailored financial, tax, estate, and wealth support from an integrated team to address your goals and provide greater peace of mind.

SD Digital helps organizations streamline operations, make better decisions, and scale with practical technology solutions tailored to their business needs.

Audit and assurance services

Schneider Downs provides independent audit and assurance services for public and privately held businesses, not-for-profit organizations, governmental entities, and employee benefit plans. Services include financial statement, ERISA, compliance, and government audits; SOC examinations; reviews; compilations; agreed-upon procedures; and SOC readiness assessments. Engagements are tailored to organizational complexity, industry, and regulatory requirements, using a risk-based approach, technology-enabled testing, and proactive communication. SOC services include SOC 1, SOC 2, SOC 3, SOC for Cybersecurity, and SOC for Supply Chain examinations. The team aims to strengthen confidence in financial reporting while providing practical insight into risks, controls, and operations.

Category: Audit and Assurance Services

• Strengthen Financial Reporting Confidence
  Receive an independent opinion on whether financial statements and related disclosures are presented fairly under applicable standards, supporting credibility with lenders, investors, boards, and other stakeholders.
• Support Benefit Plan Compliance
  Receive specialized audits and support aligned with ERISA and Department of Labor requirements.
• Address Specialized Audit Requirements
  Get audit services aligned with applicable regulatory and industry requirements.
• Provide Independent SOC Assurance
  Obtain SOC examinations and reports tailored to services and relevant risks, or identify control gaps and plan corrective actions in preparation for an examination.
• Focus Audit Work On Higher Risks
  Planning around organizational context and higher-risk areas helps direct audit work to relevant risks and controls.
• Support Engagement Quality
  Independent reviews, quality control procedures, and external peer reviews support the quality of engagement work and SOC reports.
• Align Scope With Service Risks
  Select applicable SOC categories and, where relevant, additional frameworks to evaluate controls in relation to the organization’s services and risks.
• Address Industry-Specific Risks
  Industry-focused teams bring knowledge of sector-specific regulatory, operational, and financial challenges to engagements.
• Bring Relevant Expertise Together
  Draw on professionals from IT, internal audit, and external audit according to the expertise required for the engagement.
• Keep Teams Informed Throughout Engagements
  Ongoing communication and collaboration support clarity, efficiency, and transparency throughout the engagement.
• Focus Testing On Stakeholder Needs
  Direct testing toward specific stakeholder requirements and business objectives when a targeted engagement is appropriate.
• Choose An Appropriate Assurance Level
  Select limited assurance through a review or financial statement preparation without assurance through a compilation, according to the organization’s needs.
• Enhance Testing Accuracy And Coverage
  Technology-enabled tools and data analytics support broader testing coverage and improved testing accuracy.

International Assurance Services

Schneider Downs provides assurance support for businesses with domestic and foreign needs in the global marketplace, helping them address challenges associated with international operations.

Category: Audit and Assurance Services

• Address Domestic And Foreign Needs
  Receive assurance support for business needs at home and abroad as you navigate the challenges of the global marketplace.

Tax services

Schneider Downs provides tax compliance, preparation, planning, and advisory services for individuals, families, businesses, funds, and portfolio companies. Services include individualized preparation of a broad range of tax returns, tax planning tailored to client needs, and support for transaction-related tax matters. For capital markets organizations, funds, and portfolio companies, the team advises on tax positions, entity classification, deal structures, state and local taxes, payroll reporting, and post-transaction tax matters. Tax return information can be transferred using TaxCaddy.

• Prepare Diverse Tax Returns
  Receive preparation support across a broad range of individual, fiduciary, estate, gift, and business tax return types.
• Plan Around Your Needs
  Work with tax professionals who consider your circumstances, family, and business when developing tax plans and identifying opportunities.
• Evaluate Deal Tax Implications
  Receive advice on the tax implications of asset, stock, and hybrid transactions, together with confirmation of tax entity classification.
• Assess Tax Position Exposure
  Evaluate uncertain tax positions and potential exposure as part of tax advisory support.
• Evaluate State And Local Compliance
  Assess state and local income tax compliance as part of tax services.
• Evaluate Losses And Tax Credits
  Review tax attributes such as net operating losses and credits in connection with tax services.
• Address Post-Transaction Tax Needs
  Access tax services after a transaction as part of support spanning the investment and transaction lifecycle.
• Streamline Tax Information Transfers
  Use TaxCaddy and similar technology to streamline tax return information transfers from clients, brokerage firms, and other sources.
• Assess Sales And Use Tax Exposure
  Review sales and use tax exposure as part of tax advisory services.
• Manage Payroll Tax Reporting
  Obtain payroll tax reporting and advisory support tailored to organizations, funds, and portfolio companies.

Business Advisory Services

Schneider Downs Business Advisory Services provide strategic guidance to help organizations make informed decisions across accounting, financial, legal, and operational areas. Offerings include accounting advisory, business restructuring, forensics and litigation, managed accounting, services for private equity firms, transaction advisory, and valuation. The team supports organizations from the ground floor to the C-suite with practical guidance for complex business needs.

• Make Informed Decisions
  Receive strategic guidance across key business areas to support informed decisions in a rapidly evolving business environment.
• Address Complex Accounting Needs
  Access advisory support for complex accounting issues, accounting-specific compliance and regulatory needs, and financial reporting.
• Navigate Business Transactions
  Get support for due diligence, mergers and acquisitions, capital raising, exit and succession planning, corporate finance, and post-merger integration.
• Address Investigations And Disputes
  Access forensic and litigation services for investigations, disputes, business interruption matters, fraud risks, and fiduciary or trustee needs.
• Identify And Address Fraud Risks
  Assess vulnerabilities and defenses, prioritize fraud risks, and support anti-fraud strategies and controls.
• Support Litigation Matters
  Use credible analysis, strategic insight, and expert testimony to help navigate litigation.
• Choose Flexible Accounting Support
  Access as-needed, part-time, or broader outsourced accounting support, including CFO, controller, and full accounting services.
• Inform Transactions With Valuation Analysis
  Use reasoned valuation analysis to inform transaction decisions, negotiations, and due diligence.
• Support Financial And Ownership Decisions
  Obtain business and asset valuations for reporting, tax, transactions, ownership decisions, and dispute resolution, using documented methodologies and engagement-specific analysis.
• Explore Restructuring Support
  Engage business restructuring and turnaround support, including guidance for financially distressed companies.
• Quantify Losses And Support Claims
  Receive support quantifying business interruption losses, addressing claims, and navigating recovery.
• Guide Operational Decisions
  Receive strategic guidance on operational matters as part of business advisory services.
• Access Private Equity Services
  Access services for private equity firms through Schneider Downs Business Advisory.

Risk Advisory Services

Schneider Downs provides specialized risk advisory services to help organizations identify and mitigate risks, develop value-adding solutions, and minimize business disruption. Offerings include internal audit solutions, risk management and compliance, information technology advisory, process improvement consulting, and cybersecurity. Related work includes IT audits and compliance reviews, technology risk assessments, business continuity and disaster recovery planning, cybersecurity assessments and response support, and business process and accounting optimization.

• Evaluate Technology Controls
  Examine IT processes, technologies, and controls to help maintain effective technology controls aligned with business and risk strategies.
• Improve Process And Technology Efficiency
  Assess business processes and technology management to identify opportunities to maximize efficiency.
• Manage Enterprise Risks
  Access advisory across enterprise risk management, fraud risk, compliance, responsible AI, SOX programs, and third-party risk management.
• Develop And Improve ERM Programs
  Assess existing programs and top risks, and receive guidance on governance, processes, and infrastructure to support risk management objectives.
• Identify And Evaluate IT Risks
  Assess technology-related risks to support sound risk management and technology controls aligned with business and risk strategies.
• Assess Compliance With IT Requirements
  Review compliance with applicable regulations, corporate policies, and frameworks, including FFIEC, GDPR, HIPAA, HITRUST, ISO 27001, NIST, PCI, CMMC, IRS Publication 1075, and SOC requirements.
• Identify Security Weaknesses
  Assess frameworks, configurations, networks, applications, and user exposure to identify vulnerabilities, misconfigurations, and compliance gaps.
• Prepare For And Respond To Cyber Incidents
  Investigate and respond to incidents, hunt for threats, review detection capabilities, and prepare teams through response planning, testing, and training.
• Mitigate Risks And Minimize Disruption
  Work collaboratively to address organizational risks and develop solutions intended to add value while minimizing disruption to operations.
• Strengthen Internal Audit
  Use sourcing, quality assurance reviews, data analytics, benchmarking, and function assessments or transformation to support internal audit work.
• Monitor And Report Risks
  Use tailored tools, templates, and content to track and report risks, risk measures, strategies, plans, and program activities.
• Measure And Manage Risk Exposure
  Use key risk indicators to understand risk exposure and obtain outsourced or co-sourced support for assessments, monitoring, reporting, and analytics.
• Address Data Privacy And Security
  Access data privacy and security services and network device configuration assessments focused on identifying vulnerabilities and mitigating risks.
• Strengthen Controls And Inform Oversight
  Support timely resolution of audit deficiencies and provide boards with information about the effectiveness of risk management practices.
• Strengthen Cybersecurity Strategy
  Access executive cybersecurity expertise and assistance implementing security standards to address identified risks.
• Optimize Business Processes
  Use business process optimization, accounting assessments, data analytics, and Power BI to identify improvement opportunities.
• Plan For Disruptions
  Develop business continuity and disaster recovery plans and conduct tabletop exercises.

Transaction Advisory Services

Schneider Downs Transaction Advisory provides middle-market organizations with strategy, guidance, and services across business transactions, including due diligence and quality of earnings, mergers and acquisitions, exit and succession planning, capital raising, and corporate finance. The team supports buy-side, sell-side, and post-merger integration needs, helping clients assess, maximize, transform, and optimize enterprise value while representing their interests throughout the deal process. Services also include business restructuring and turnaround, and business valuation.

• Navigate Transactions At Every Stage
  Get transaction guidance spanning due diligence, mergers and acquisitions, exit and succession planning, capital raising, corporate finance, and post-merger integration.
• Evaluate Transaction Financials
  Use due diligence and quality-of-earnings support to assess transaction-related financial and operational matters.
• Pursue Informed Deal Strategies
  Receive advisory support for buy-side and sell-side deals, minority interest investments, and management buy-outs.
• Assess And Optimize Enterprise Value
  Work with transaction advisors to assess and optimize enterprise value in support of transaction goals.
• Advance Capital And Finance Transactions
  Get guidance for capital raising and corporate finance as part of a broader transaction strategy.
• Prepare For Ownership Transitions
  Plan for an exit or succession transition, with sale preparation included among transaction advisory services.
• Inform Decisions With Valuation Analysis
  Use valuation analysis to inform transaction-related decisions with a reasoned and supportable assessment.
• Support Post-Merger Integration
  Access transaction advisory support for post-merger integration as part of the deal process.
• Guide Distressed Businesses Toward Profitability
  Receive restructuring and turnaround guidance to map a course toward profitability for a financially distressed company.

Schneider Downs Capital

Schneider Downs Capital is a full-service investment banking and value advisory practice serving middle-market companies. It advises business owners on creating and maximizing value, preparing for strategic milestones, and navigating company sales, acquisitions, monetization, and liquidity events. Services include discovery workshops, strategic and operational value advisory, sale and acquisition advisory, transaction execution, buyer and investor due diligence, valuation guidance, and negotiation support. Its team draws on investment banking expertise and access to Schneider Downs professionals in tax, wealth management, accounting, due diligence, and valuation.

• Lead Sales And Maximize Transaction Outcomes
  A disciplined sale process helps owners pursue value while remaining focused on operations. The team considers price, deal structure, consideration, and buyer compatibility in working toward an outcome aligned with the owner’s goals.
• Improve Business Value Before A Transaction
  Owners and management receive strategic guidance to address business challenges and pursue improvements before a transaction, with goals and key performance indicators monitored over time.
• Navigate Monetization And Liquidity Events
  Owners receive guidance through a monetization or liquidity event, with the team using its understanding of the business to represent and position the company toward the owner’s desired outcome.
• Identify Opportunities And Prepare For Milestones
  Leaders receive actionable feedback on business opportunities and challenges, along with next steps to prepare for strategic milestones and potential liquidity events.
• Reach Relevant Buyers And Investors
  Analysis of potential buyers and investors helps sellers assess transaction options and, where appropriate, pursue a targeted process.
• Inform Decisions With Market And Valuation Guidance
  Owners receive market intelligence and valuation guidance as they consider transaction choices and work toward an outcome that reflects their goals.
• Find And Evaluate Acquisition Targets
  Clients receive support shaping acquisition programs, identifying and contacting candidates, coordinating diligence, and structuring deal terms.
• Explore Multiple Transaction Structures
  Owners can consider different transaction paths, including control sales, recapitalizations, buy-outs, and carve-outs, with advice on deal structure and buyer compatibility.
• Position The Company For Future Growth
  Strategic advice helps owners articulate a distinct sale proposition and present the company’s future growth potential.
• Access Relevant Cross-Functional Expertise
  Draw on specialized tax, wealth management, accounting, due diligence, and valuation professionals alongside the investment banking and value advisory team.

Schneider Downs Private Client Services

Schneider Downs Private Client Services provides a comprehensive suite of services from a single integrated team for high-net-worth individuals. Services are tailored to each client’s needs and goals and include tax and personal financial services, estate, trust and succession planning, private family office services, philanthropy, and wealth management. Wealth management options include investment management, financial planning, and retirement solutions. The practice aims to provide clients with security, stability, and peace of mind through experienced professionals addressing individual priorities. Retirement plan services include plan design, fiduciary guidance, investment advice, participant education, administration, and individual retirement account solutions.

• Address Your Individual Needs
  Work with one integrated team providing services tailored to your priorities and goals, with the aim of supporting security, stability, and peace of mind.
• Manage Tax And Personal Finances
  Access tax and personal financial services as part of a coordinated offering for your individual needs.
• Align Wealth Solutions With Goals
  Receive a customized wealth management solution developed around your specific needs and goals.
• Strengthen Retirement Plan Design And Governance
  Plan sponsors can receive customized design support, governance assessment and maintenance, and fiduciary guidance.
• Guide And Assess Plan Investments
  Receive advice and monitoring on plan options, review investment menus and target date fund suitability, and benchmark fees.
• Manage Plan Administration
  Access administrative support across plan documentation, compliance testing and reporting, recordkeeping, contributions, distributions, participant communications, corrections, and examination assistance.
• Plan Estates, Trusts, And Succession
  Address estate, trust, and succession planning needs through the private client service suite.
• Plan Your Financial Future
  Use a personal financial plan as a roadmap, with support from Schneider Downs along the way.
• Manage Your Investments
  Access investment management as part of a solution tailored to your needs and goals.
• Address Family Office And Philanthropy Needs
  Access private family office and philanthropy services as part of coordinated support for personal financial needs.
• Plan And Manage Retirement Needs
  Access retirement solutions, including plan sponsor support for plan design, governance, investment advice, participant education, administration, and individual retirement account solutions.
• Educate Plan Participants
  Provide education for retirement plan participants and fiduciaries.
• Access An Open Architecture Platform
  Use the open architecture retirement plan platform included among the service offerings.
• Assess Fiduciary Risk
  Plan sponsors can access a retirement plan fiduciary risk assessment.

SD Digital

SD Digital provides business-focused, technology-enabled consulting and implementation services to help organizations translate technology into business change. Offerings include digital modernization, intelligent automation, data analytics and Power BI, custom development, Microsoft Dynamics ERP, Solver xFP&A implementation and support, and software solutions including LumenFI, SD inSITE, and simpLEASE Accounting. The team helps clients evaluate, adopt, implement, integrate, and optimize digital solutions through practical engagements focused on business outcomes, speed to market, and user experience.

Category: Digital Transformation Services

• Turn Technology Into Business Change
  Get technology solutions designed around business objectives and client needs, with an iterative approach focused on practical delivery and tangible outcomes.
• Automate High-Volume Manual Tasks
  Automate high-volume tasks, reduce manual work and human error, and allow employees to focus on higher-value activities. The service also supports continuous operation, scalable capacity, and performance reporting.
• Turn Data Into Trusted Insights
  Bring disconnected data together and provide decision-makers with accessible insights. Power BI support covers planning and implementation through adoption and deployment improvement.
• Implement And Optimize Business Central
  Get support across the ERP lifecycle, from readiness assessment and implementation planning to migration, managed services, and help resolving problems with an existing deployment.
• Plan And Deliver ERP Transitions
  Assess ERP readiness, define requirements and implementation plans, deploy Business Central, and transition from legacy Microsoft platforms.
• Connect Key Business Functions
  Bring finance, operations, sales, and customer service together in one solution to streamline processes and support better decisions.
• Implement And Optimize Solver
  Get support for Solver xFP&A implementation and optimization, core FP&A processes, industry-specific templates, familiar Excel-based models, and AI-accelerated insights.
• Improve Workforce Time Visibility
  Simplify time reporting and provide visibility into hours, anticipated overtime, lobbying activity, employee health information, and policy tracking.
• Simplify Compliant Lease Accounting
  Manage lease portfolios with guided workflows, automated data capture and calculations, and reporting that supports ASC 842 requirements.
• Guide Lease Accounting And Compliance
  Use step-by-step prompts to classify and account for leases under ASC 842 and support transition of legacy leases.
• Manage Lease Portfolios And Values
  Track lease activity across entities, calculate lease values and amortization schedules, and support a range of portfolio sizes.
• Turn Financial Data Into Actionable Insights
  Get clear, governed financial insights in familiar Microsoft tools and flexible formats to support confident decisions and reduce ad hoc reporting backlogs.
• Get Financial Answers In Seconds
  Use natural-language queries to access financial answers quickly, helping leaders respond while opportunities and risks unfold.
• Scale Systems With Business Growth
  Align digital infrastructure and business capabilities with organizational growth and goals through modernization focused on efficiency and scale.
• Access Organized And Actionable Data
  Centralize and organize data, automate collection, and deliver timely insights and updates through analytics, dashboards, and alerts.
• Guide Power BI From Planning Through Adoption
  Define business value and implementation principles, deploy analytics for critical processes, resolve deployment issues, and expand adoption across the organization.
• Outsource Essential ERP Support Functions
  Delegate IT security, system testing, daily maintenance, and reporting to SD Digital’s US-based employees through managed services.
• Build Solutions For Unique Needs
  Address organization-specific requirements with custom development for Microsoft Dynamics, Automation Anywhere, and other third-party or proprietary software.
• Equip Teams With Business Software
  Choose from software addressing organizational needs including ERP, lease accounting, workforce management, and extended financial planning and analysis.
• Streamline Workforce Reporting And Approvals
  Manage workforce time, effort, expenses, documents, time off, and requests, with integrations that help connect workforce data to accounting and payroll systems.
• Manage Employee Requests Online
  Submit and approve expenses, manage time-off requests, and route purchase requests while keeping supporting documents and status information accessible.
• Connect Workforce Data And Systems
  Provide employees secure access to workforce documents and information, distribute forms, and export data to accounting and payroll systems.
• Generate And Review Lease Records
  Create and export lease reports, review data, maintain audit trails, receive milestone notifications, centralize records, and connect accounting and fixed asset systems.
• Coordinate Governed Financial Insights
  Coordinate governed and accurate responses while accessing information about collections, payment trends, obligations, revenue, and forecasts.
• Access Governed And Secure Financial Insights
  Use governed financial insights through the Microsoft platform, supported by a strengthened data foundation.
• Realign Your Business Central Investment
  Address delayed support, costly fixes, and unmet feature requests, and realign the system to help maximize the ERP investment.