Services

Customized services for your immediate needs, forward-thinking solutions for the future, and the right resources to help you realize your goals.

Advisory & Transformation

Accelerate digital and financial transformation for strategic growth. From actionable roadmaps to innovative technology and data solutions, we provide guidance to help your business scale and thrive.

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Technology

Rapid business growth can strain your technology. Enhance your digital infrastructure, streamline operations, and drive efficiency with the right solutions now and a future-looking plan to benefit your people, customers, and bottom line.

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Risk

Proactively manage financial, operational, and regulatory risks to protect your reputation. We help safeguard your business by identifying, assessing, and mitigating potential threats, ensuring resilience in the face of adversity.

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Accounting

Leave your financial management and HR administration to us. We simplify back-end processes, ensuring accuracy, compliance, and efficiency. From bookkeeping to financial reporting, we transform your core financials to drive strategic growth and profitability.

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Audit

Gain the highest level of financial assurance with comprehensive, compliant audits that build trust with your shareholders and consumers. We reliably fulfill your reporting needs, offering industry expertise for long-term organizational value.

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Tax

Maximize tax advantages and reduce liability with strategic, integrated tax solutions tailored to your evolving needs. Our seasoned advisors offer personalized, year-round compliance, drawing on over 30 years of award-winning expertise.

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Capital

Investment banking with a personal touch. We help you navigate complex financial transactions and maximize business value throughout your lifecycle, providing informed guidance for long-term success.

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Wealth

Grow your wealth and achieve meaningful lifestyle milestones. Serving as your fiduciary partner, our advisors, CFPs, and CPAs offer integrated financial plans and strategic tax advice for future-focused individuals and families.

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Area of Expertise

– Tax Planning & Preparation

– Retirement Planning

– Investment Management

– Insurance Planning

– Estate Planning

SC&H Core

Meeting Your Needs in Every Market

Middle Market

Gain a competitive edge with personalized finance, technology, and business expertise. Our middle-market experts help you improve operational efficiency, navigate M&A processes, and drive scalable growth.

Fortune 500

Serving over 143 Fortune 500 enterprises, we offer 30 years of experience executing successful digital transformations, risk management, and business strategy on a global scale.

Growing Business (SMB)

From startups to family-owned businesses, we’re your trusted partner for sustainable growth. We offer strategic financial guidance and augmented solutions to drive your business forward.

Individual/Family

Grow your wealth with confidence. Serving as your fiduciary partner, our advisors, CFPs, and CPAs offer personalized financial plans and strategic tax advice to build your financial future.

Core Technologies

Benefit from our strategic partnerships with industry-leading technology providers. We implement powerful solutions to unlock deeper insights, access real-time data, and position our clients at the forefront of innovation.

Microsoft Logo
OneStream
Oracle
Tableau
Power BI
Sage Intacct

Industries We Serve

Recognizing that industries rarely face the same challenges, we’ve made it our mission to serve every client with personalized, industry-specific solutions. From healthcare to finance and technology to retail, we have the experience and knowledge to navigate your industry’s trends, regulations, and opportunities.

An Experience That Feels Rewarding

Fed up with generic solutions and meaningless jargon? So are we. At SC&H, our experts listen intently and align our solutions with what you need, not what’s convenient. With every project, you can expect:

Exceptional Service

Your plans are our priority. We don’t just meet your expectations, we strive to understand your unique goals, offer personalized attention, and anticipate your needs ensuring you feel valued and supported.

Expert Qualifications

The mastery you expect. Our continuous pursuit of specialized training, certifications, and upskilling ensures in-depth knowledge and expertise to help you grow and innovate faster.

Effective Communication

Keeping you informed. We go above and beyond to provide clarity, transparency, and responsiveness because getting updates and answers to your questions should be seamless and stress-free.

Exemplary Results

Measurable impact, every time. Your success is our success, so we don’t take your ROI lightly. We deliver on our promises and drive meaningful outcomes that directly benefit your bottom line.

The Data Fueling Your Growth & Ours

143

Number of Fortune 500 companies we’ve served

83%

of clients expand or renew work with us

43

Number of states we serve including 20+ countries

380+

US-based team members & growing

33+

years of end-to-end expertise

$5.7M

infused into our communities since 2019

Featured Case Studies

VIEW MORE CASE STUDIES

Make Your Future Vision a Reality with SC&H