Committed to Helping Nonprofits Fulfill their Mission.

Nonprofit Organizations

At ScrogginsGrear, We Make it Our Mission to Help You with Your Mission.

Since 1945, we have been serving charitable and tax-exempt organizations throughout Ohio, Kentucky and Indiana.  We are trusted advisors for nonprofit organizations like yours, who are committed to serving the community.

Financial Services

Since 1945, we have been serving charitable and tax-exempt organizations through Ohio, Kentucky and Indiana. We provide traditional financial services, as well as customized planning designed to support your specific needs.

Accounting & Bookkeeping

Providing financial information in a timely and accurate manner is our commitment to you.  Meaningful, well-organized financial records ensure that your organization will run more efficiently. At ScrogginsGrear, we can provide you with a full range of cost-effective accounting services including the following:

  • General ledger & financial statement preparation
  • Bookkeeping (Monthly/Quarterly/Annually)
  • Accounting system setup 
  • Nonprofit tax return preparation 

Audits, Reviews & Compilations

Our role in the financial reporting process is providing independent assurance to help your company with compliance issues and constructive solutions for maximizing profitability and efficiency. We provide financial reporting on all three levels of assurance:

Audit – an extensive examination; the highest level of assurance
Review – inquiry and analytical procedures; limited level of assurance
Compilation – reporting client information in a financial statement format; no assurance
With a trusted reputation for providing outstanding service to our clients, ScrogginsGrear continues to earn the highest possible rating and clean reports on our AICPA Peer Reviews!

Does your 401(k) Plan Need an Audit?

Employee Benefit Plan Audit
The accounting and tax issues involved with employer-provided benefit plans can be overwhelming. We have years of experience auditing a variety of employee benefit plans.

Has your eligible employee participation increased?
Many nonprofit 401(k) and retirement plans are too small to need an external audit. With some exceptions, when your participant count exceeds 100 will you be required to have a benefit plan audit. If your employee participation has increased, we can help you determine your needs. With our membership in the Employee Benefit Plan Audit Quality Center of the AICPA (American Institute of Certified Public Accountants), our team will make sure you are compliant with your plan document, and with DOL and IRS rules.

Tax Planning & Preparation

Let us work with you to develop strategies that will maximize your tax benefits and minimize your tax liabilities.

Estate & Trust Tax Preparation

Effective estate and gift planning facilitates the orderly transfer of assets to beneficiaries, provides security, and can reduce or eliminate the tax due on assets. For nonprofits, providing for continuity and succession is essential. We can guide you through the complex process.

IRS Representation

  • During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies.

Sales Tax Services

  • Many of our nonprofit clients are responsible for collecting and submitting sales taxes in many different vicinities. We can assist your organization in the compilation of information and preparation of sales tax returns in an efficient and timely manner.

Tax Planning

  • Tax planning is an essential element of the tax preparation process. By making tax planning part of your overall organization strategy, you can use our experience and access to the most current new developments in the tax laws to minimize both your current and future tax liabilities. We also offer personal tax planning and preparation.

Tax Preparation

  • Our computerized tax preparation and research software enables us to prepare returns accurately and efficiently for various types of entities, including individuals, corporations, partnerships, trusts, estates, and nonprofit organizations.

Budget Review & Analysis

We can assist with budget preparation and analysis to help your nonprofit forecast and evaluate your financial condition and track cash-flow sources and uses.

Retirement Plan Design & Administration

Optimizing your retirement

A retirement plan often represents an individual’s largest financial asset. Consequently, government agencies are very interested in retirement plan compliance. We provide plan service with the utmost care and diligence called for in this highly regulated and monitored environment. Our membership in the American Society of Pension Professionals & Actuaries provides us with timely technical updates and the latest planning strategies.

Objectivity and flexibility

We are independent of investment products; thus, our plan design and administrative services give you unlimited investment flexibility. You can change investment product or advisor without disrupting your plan’s foundational document and administration.

Time for a plan exam?

Correct design and funding are key to your retirement plan (and your employees). Qualified retirement plans are the best way to shelter income, prepare for the future, and to attract and retain the best employees. We can help you with:

  • Maximizing contributions for your nonprofit
  • Providing a cost-effective but competitive benefit for employees
  • A 401(k) plan or even a defined benefit pension plan which has a much higher funding limit than a 401(k) plan.

If it’s time to examine your existing plan – or establish one – we can help design and administer the right retirement plan for you.

Strategic Planning

Even the most qualified executives can benefit from competent, objective feedback. We can help your nonprofit’s leadership team develop long-term objectives and specific strategies to facilitate your mission’s future growth and success. Successful implementation and periodic review of your financial/strategic plan will ensure the legacy of your nonprofit.

Workplace Culture Solutions

It is critical for any organization to have the right people in the right seats. Is your whole team rowing in the same direction? Let us help you inspire your team, solve problems before they start, and enhance communication throughout your organization.

Talent Assessment & Employee Development

Our online talent assessment and reports can help you:

Improve Hiring:  Use prehire analytics to measure potential hires against the skill sets needed for the position.   

ID Skill Sets: Use these online talent assessments and reports to identify skillsets, help you hire the right people and/or drive the career growth of your current employees.

Learn More About Outmatch

Management & Executive Coaching

Understand your people and yourself. We can work with your nonprofit team to provide customized on-site training and individual executive coaching to enhance your team’s management and leadership skills to achieve outstanding results.

Culture Assessment

We believe culture trumps strategy. We can assist you in analyzing your nonprofit’s culture and offer solutions to assist you in creating and maintaining a healthy culture.

Learn more about a Culture Scan

Communication Skills Training

Our communication workshops use a proven skill building approach that teaches your people the relational and interpersonal skills necessary to build a thriving culture. 

Learn more about Skills Training Workshops

Conflict Resolution

Our skilled consultants can take you through our four-phase process to discuss issues respectfully, rebuild trust and move forward on a new trajectory.

Team Building

In order to drive your mission forward, you need a cohesive team around you. We can help you identify and remove elephants in the room, capitalize on the personality styles of your teammates, learn to handle crucial conversations well, and build trust among your team.

Take the BSR Team Quiz

Our Team:

Jill Anliker

CPA, Tax Accountant

Jill Canady

Organizational Development Consultant

Terry Grear

CPA, Principal

Tom Hattersley

Organizational Development Consultant

Page Helmick

Director of Operations

Kellie Horner

Director of Human Resources

Cristi O’Hearn

CPA, Senior Auditor

Shelli Hoffmann

CPA, Audit & Quality Control Manager

Tom Koch

Pension Services Manager

Lisa Prescott

Organizational Development Consultant

Melissa Rainous

CPA, Tax Accountant

Maria Schwering

CPA, Audit Manager

Adam Tolle

Recruiter/HR Generalist

Keith Wilson

Organizational Development Consultant

TECHNICAL COMPLIANCE

  • Accounting & Bookkeeping Services
  • Audits, Reviews & Compilations
  • Retirement Plan Administration
  • Cash Flow & Budgeting Analysis
  • Tax Planning & Preparation

ORGANIZATIONAL DEVELOPMENT

  • Strategic Planning
  • Startup & Acquisition Services
  • Retirement Plan Design
  • Support to Stay Mission Focused
  • Culture Assessments & Team Training

OPERATIONAL MANAGEMENT

  • Leadership Support & Training
  • Team Development
  • Talent Assessment & Acquisition
  • Human Resources Support Services
  • Financial Forecasts & Projections
Contact Us

200 Northland Boulevard
Cincinnati, OH 45246
513.771.7070
Fax: 513.326.7640

Office hours:

Monday through Friday
8:00am to 5:00pm