Committed to the Success of Privately Held and Family Business

Privately Held Businesses

Achieving excellence together for the success of your business.

In addition to the traditional CPA services, ScrogginsGrear offers a comprehensive array of consulting and advisory services for the specific needs of your privately held company.

Financial Advisory Services:

Our experienced team of trusted advisors appreciate the opportunity to provide audit, accounting, tax, and consulting services to meet your company’s specific needs.

Accounting & Bookkeeping Services

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

  • General ledger & financial statement preparation
  • Bookkeeping (Monthly/Quarterly/Annually)
  • Accounting system setup
  • Business tax return preparation (Sales & Use/Business Property)
  • Personal financial statements
  • Litigation support

Audits, Reviews & Compilations – including 401(k) Plan Audits

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:

  • 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

ScrogginsGrear has a trusted reputation for providing outstanding service to our clients. We continue 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 company’s 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.

Business Entity Selections

Choosing the form of entity of your business is a crucial decision that can have longstanding tax implications, positive or negative. Should you establish an “S” corporation, sole proprietorship, or Limited Liability Company? We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company.

Cash Flow & Budgeting Analysis

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

Financial Forecasts & Projections

Forecasting is a necessity when trying to effectively manage and lead a business to profitability. From simple projections to complex financial modeling, our experienced staff can assist you in achieving your company’s financial goals.

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 the business owner
  • 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 is 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 leaders can benefit from competent, objective feedback. We can help your company’s management team develop long-term objectives and specific strategies to facilitate your business’s future growth and success. Successful implementation and periodic review of your financial/strategic plan will ensure financial independence during your working and retirement years.

Tax Planning & Preparation Services

In tax planning and preparation, less is more. Let us work with you to develop strategies that will maximize your tax benefits and write-offs and minimize your tax liabilities.

Estate & Trust Tax Preparation

Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for continuity and succession of ownership 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 clients are responsible for collecting and submitting sales taxes in many different vicinities. We can assist your business 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 business 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.

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.

Employee Handbook Design

We can assist you in the development of personnel policy manuals.


Our HR team can:

  • Help you find the right people for your business.
  • Provide a wide range of pre-employment testing.
  • Help you solve complicated staffing issues.

Talent Assessment

Learn More About Outmatch

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.

Employee Development

Develop Current Employees: Our online development assessments and reports help you give current employees a clear path for capitalizing on strengths and closing any gaps.

Management & Executive Coaching

Understand your people and yourself. We can work with your management 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 company’s culture and offer solutions to assist you in creating and maintaining a healthy culture.

Learn more about a Culture Scan

Communication Skills Training

Are the one-one-one interactions in your organization causing you strife and thwarting productivity? 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

When people don’t see eye to eye, the whole organization is affected. Our skilled consultants can take you through our four-phase process to discuss issues respectfully, rebuild trust and move forward on a new trajectory.

Our Team:

Jill Anliker

CPA, Tax Accountant

Jill Canady

Organizational Development Consultant

Jennifer Gnam

CPA, Tax Team Leader

Terry Grear

CPA, Principal

Zach Guthier

Tax Preparer

Tom Hattersley

Organizational Development Consultant

Page Helmick

Director of Operations

Shelli Hoffmann

CPA, Audit & Quality Control Manager

Kellie Horner

HR Director

Thomas Koch

CPA, Manager Pension Services

Bill Noe

CPA, Tax Leader

Cristi O’Hearn

CPA, Senior Auditor

Lisa Prescott

Organizational Development Consultant

Melissa Rainous

CPA, Tax Accountant

Maria Schwering

CPA, Audit Manager

Robert Scroggins

JD, CPA , CHBC, Principal

Tanner Teepen

CPA, Tax Consultant

Adam Tolle

Recruiter/HR Generalist

Keith Wilson

Organizational Development Consultant


  • Accounting & Bookkeeping Services
  • Audits, Reviews & Compilations
  • Retirement Plan Administration
  • Tax Planning & Preparation


  • Strategic Planning
  • Startup & Acquisition Services
  • Retirement Plan Design
  • Culture Assessments & Team Training


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

200 Northland Boulevard
Cincinnati, OH 45246
Fax: 513.326.7640

Office hours:

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