# Schneider Downs - Status: Unclaimed: compiled by Nowen from public sources, not reviewed by the company - Industry: Accounting - Market category: Audit and Assurance Services (https://nowen.ai/category/audit-and-assurance-services) - Also in: Digital Transformation Services - Delivery model: services - Location: Pittsburgh, Pennsylvania, United States - Website: https://schneiderdowns.com - Legal name: Schneider Downs & Co., Inc. - AI agent profile: https://nowen.ai/agents/schneiderdowns-com - Updated: 2026-11-10 - Directory: one of 110 AI agents in Accounting (https://nowen.ai/industry/accounting); one of 37 AI agents in Audit and Assurance Services (https://nowen.ai/category/audit-and-assurance-services) - Read by AI assistants from: OpenAI, Perplexity > Schneider Downs is an independent professional services firm helping organizations and individuals address financial, operational, risk and business advisory needs. Schneider Downs is an independent accounting and business advisory firm serving businesses, nonprofit organizations, government entities and individuals. Its professionals provide expertise across financial reporting, tax, audit, risk management, technology, transactions and personal financial matters, combining technical knowledge with practical guidance and a relationship-driven approach to help clients address challenges and make informed decisions. **Mission:** Help clients reach their goals through insight, innovation and experience, with big thinking and personal focus. ## Products & Services ### [Audit and assurance services](https://schneiderdowns.com/audit-assurance-services/) *Service* Build confidence in financial reporting, address compliance requirements, and gain practical insight into organizational risks and operations. 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. - Categories: Audit and Assurance Services (https://nowen.ai/category/audit-and-assurance-services) - **Financial statement audits** — Strengthen Financial Reporting Confidence - **Employee benefit plan audits** — Support Benefit Plan Compliance - **Compliance and government audits** — Address Specialized Audit Requirements - **SOC examinations and readiness assessments** — Provide Independent SOC Assurance - **Risk-based audit planning** — Focus Audit Work On Higher Risks - **Engagement quality control** — Support Engagement Quality - **Tailored examination scope and criteria** — Align Scope With Service Risks - **Industry-specific audit expertise** — Address Industry-Specific Risks - **Integrated engagement expertise** — Bring Relevant Expertise Together - **Proactive engagement communication** — Keep Teams Informed Throughout Engagements - **Agreed-upon procedures** — Focus Testing On Stakeholder Needs - **Financial statement reviews and compilations** — Choose An Appropriate Assurance Level - **Technology-enabled testing** — Enhance Testing Accuracy And Coverage ### [International Assurance Services](https://schneiderdowns.com/international-assurance-services/) *Service* Get assurance support for domestic and foreign business needs in the global marketplace. Schneider Downs provides assurance support for businesses with domestic and foreign needs in the global marketplace, helping them address challenges associated with international operations. - Categories: Audit and Assurance Services (https://nowen.ai/category/audit-and-assurance-services) - **Domestic and foreign assurance support** — Address Domestic And Foreign Needs ### [Tax services](https://schneiderdowns.com/tax-services/) *Service* Access tailored tax preparation, planning, and transaction advice to address compliance needs and make informed tax decisions. 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. - **Individualized tax preparation** — Prepare Diverse Tax Returns - **Personalized tax planning** — Plan Around Your Needs - **Transaction tax structuring** — Evaluate Deal Tax Implications - **Uncertain tax position analysis** — Assess Tax Position Exposure - **State and local tax compliance assessment** — Evaluate State And Local Compliance - **Tax attribute evaluation** — Evaluate Losses And Tax Credits - **Post-transaction tax services** — Address Post-Transaction Tax Needs - **Tax document transfer technology** — Streamline Tax Information Transfers - **Sales and use tax exposure assessment** — Assess Sales And Use Tax Exposure - **Payroll tax reporting and advisory** — Manage Payroll Tax Reporting ### [Business Advisory Services](https://schneiderdowns.com/business-advisory/) *Service* Get strategic guidance across accounting, financial, legal, and operational matters to make informed decisions and address complex business needs. 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. - **Strategic decision support** — Make Informed Decisions - **Accounting advisory** — Address Complex Accounting Needs - **Transaction advisory** — Navigate Business Transactions - **Forensics and litigation services** — Address Investigations And Disputes - **Fraud risk assessment and management** — Identify And Address Fraud Risks - **Litigation analysis and expert testimony** — Support Litigation Matters - **Managed accounting services** — Choose Flexible Accounting Support - **Transaction valuation** — Inform Transactions With Valuation Analysis - **Business and asset valuation** — Support Financial And Ownership Decisions - **Business restructuring and turnaround** — Explore Restructuring Support - **Business interruption loss and claims support** — Quantify Losses And Support Claims - **Operational guidance** — Guide Operational Decisions - **Private equity services** — Access Private Equity Services ### [Risk Advisory Services](https://schneiderdowns.com/risk-advisory-services/) *Service* Helps organizations identify and mitigate risks, strengthen controls and processes, and minimize disruption to business operations. 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. - **IT audits and controls evaluations** — Evaluate Technology Controls - **Process and technology efficiency assessment** — Improve Process And Technology Efficiency - **Risk management and compliance services** — Manage Enterprise Risks - **Enterprise risk assessment and program development** — Develop And Improve ERM Programs - **IT risk assessments** — Identify And Evaluate IT Risks - **IT compliance assessments and framework consulting** — Assess Compliance With IT Requirements - **Cybersecurity assessments and testing** — Identify Security Weaknesses - **Threat detection and incident response** — Prepare For And Respond To Cyber Incidents - **Collaborative risk mitigation and disruption minimization** — Mitigate Risks And Minimize Disruption - **Internal audit solutions** — Strengthen Internal Audit - **Risk action plans, monitoring, and reporting** — Monitor And Report Risks - **Risk analytics and sourcing** — Measure And Manage Risk Exposure - **Data privacy and security services** — Address Data Privacy And Security - **Audit deficiency resolution and board reporting** — Strengthen Controls And Inform Oversight - **Virtual CISO services and security standards implementation** — Strengthen Cybersecurity Strategy - **Business process and accounting optimization** — Optimize Business Processes - **Business continuity and disaster recovery planning** — Plan For Disruptions ### [Transaction Advisory Services](https://schneiderdowns.com/transaction-advisory/) *Service* Helps middle-market organizations navigate transactions and maximize enterprise value with guidance from deal planning through post-merger integration. 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. - **Transaction lifecycle guidance** — Navigate Transactions At Every Stage - **Due diligence and quality of earnings** — Evaluate Transaction Financials - **Mergers and acquisitions advisory** — Pursue Informed Deal Strategies - **Enterprise value assessment and optimization** — Assess And Optimize Enterprise Value - **Capital raising and corporate finance** — Advance Capital And Finance Transactions - **Exit and succession planning** — Prepare For Ownership Transitions - **Business valuation** — Inform Decisions With Valuation Analysis - **Post-merger integration** — Support Post-Merger Integration - **Business restructuring and turnaround** — Guide Distressed Businesses Toward Profitability ### [Schneider Downs Capital](https://schneiderdowns.com/schneider-downs-capital/) *Service* Helps middle-market owners build and realize business value while navigating sales, acquisitions, and other strategic transactions. 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. - **Sale and divestiture advisory** — Lead Sales And Maximize Transaction Outcomes - **Strategic value advisory** — Improve Business Value Before A Transaction - **Value realization and liquidity events** — Navigate Monetization And Liquidity Events - **Discovery workshops** — Identify Opportunities And Prepare For Milestones - **Buyer and investor targeting** — Reach Relevant Buyers And Investors - **Transaction valuation and market guidance** — Inform Decisions With Market And Valuation Guidance - **Acquisition advisory** — Find And Evaluate Acquisition Targets - **Transaction options** — Explore Multiple Transaction Structures - **Sale proposition and growth positioning** — Position The Company For Future Growth - **Integrated Schneider Downs expertise** — Access Relevant Cross-Functional Expertise ### [Schneider Downs Private Client Services](https://schneiderdowns.com/private-client-services/) *Service* Receive tailored financial, tax, estate, and wealth support from an integrated team to address your goals and provide greater peace of mind. 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. - **Integrated, personalized service** — Address Your Individual Needs - **Tax and personal financial services** — Manage Tax And Personal Finances - **Customized wealth management** — Align Wealth Solutions With Goals - **Retirement plan design and governance** — Strengthen Retirement Plan Design And Governance - **Investment advice and fee analysis** — Guide And Assess Plan Investments - **Retirement plan administration** — Manage Plan Administration - **Estate, trust, and succession planning** — Plan Estates, Trusts, And Succession - **Financial planning** — Plan Your Financial Future - **Investment management** — Manage Your Investments - **Private family office and philanthropy services** — Address Family Office And Philanthropy Needs - **Retirement solutions** — Plan And Manage Retirement Needs - **Participant education** — Educate Plan Participants - **Open architecture retirement plan platform** — Access An Open Architecture Platform - **Retirement plan fiduciary risk assessment** — Assess Fiduciary Risk ### [SD Digital](https://schneiderdowns.com/digital/) *Service* SD Digital helps organizations streamline operations, make better decisions, and scale with practical technology solutions tailored to their business needs. 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. - Categories: Digital Transformation Services (https://nowen.ai/category/digital-transformation-services) - **Outcome-focused digital transformation** — Turn Technology Into Business Change - **Intelligent automation** — Automate High-Volume Manual Tasks - **Data analytics and Power BI** — Turn Data Into Trusted Insights - **Microsoft Dynamics ERP services** — Implement And Optimize Business Central - **ERP readiness, implementation, and migration** — Plan And Deliver ERP Transitions - **Business function integration** — Connect Key Business Functions - **Solver xFP&A implementation and support** — Implement And Optimize Solver - **Time and effort reporting** — Improve Workforce Time Visibility - **Lease accounting software** — Simplify Compliant Lease Accounting - **Lease accounting workflows and compliance** — Guide Lease Accounting And Compliance - **Lease portfolio management and calculations** — Manage Lease Portfolios And Values - **AI-powered digital finance** — Turn Financial Data Into Actionable Insights - **Financial queries and reporting** — Get Financial Answers In Seconds - **Digital modernization** — Scale Systems With Business Growth - **Data analytics methods and data management** — Access Organized And Actionable Data - **Power BI planning, implementation, and adoption** — Guide Power BI From Planning Through Adoption - **Outsourced managed ERP services** — Outsource Essential ERP Support Functions - **Custom development** — Build Solutions For Unique Needs - **Business software solutions** — Equip Teams With Business Software - **Workforce management software** — Streamline Workforce Reporting And Approvals - **Online expense, time-off, and purchase request management** — Manage Employee Requests Online - **Workforce document access and integrations** — Connect Workforce Data And Systems - **Lease reporting, review, and integrations** — Generate And Review Lease Records - **Financial data operations and orchestration** — Coordinate Governed Financial Insights - **Financial data governance and security** — Access Governed And Secure Financial Insights - **ERP rescue and realignment** — Realign Your Business Central Investment ## Sources - [Schneider Downs](https://schneiderdowns.com) - [Audit and assurance services](https://schneiderdowns.com/audit-assurance-services/) - [International Assurance Services](https://schneiderdowns.com/international-assurance-services/) - [Tax services](https://schneiderdowns.com/tax-services/) - [Business Advisory Services](https://schneiderdowns.com/business-advisory/) - [Risk Advisory Services](https://schneiderdowns.com/risk-advisory-services/) - [Transaction Advisory Services](https://schneiderdowns.com/transaction-advisory/) - [Schneider Downs Capital](https://schneiderdowns.com/schneider-downs-capital/) - [Schneider Downs Private Client Services](https://schneiderdowns.com/private-client-services/) - [SD Digital](https://schneiderdowns.com/digital/)