Cassady Schiller & Associates

Firm Overview:

Cassady Schiller & Associates, Inc., is a full service public accounting firm specializing in providing tax, accounting and consulting services to closely held and family owned companies and high net-worth individuals. CSA is committed to being a trusted financial advisor through responsive personal service, dedicated to building relationships that instill confidence and security. CSA's approach is best described as people first, relationships being the core of their business.

Services and/or Products:

The services provided by CSA include: tax compliance and consulting, audit, review and compilation services, business consulting, succession planning, estate planning, compensation planning, and valuation services. Because almost half of our personnel are management, we bring many years of experience to the client relationship.

CSA's goal is to be the family and business advisor/ partner for our clients. This is accomplished through proactive experienced involvement with our clients on an ongoing basis. CSA is not in the accounting business, we are in the relationship business.

Past/Current Involvement with the Goering Center:

David Lingler, Director of Business Valuations and a partner at CSA is currently a moderator for the Goering Center round tables. CSA has been a Goering Center member for a number of years and consistently participates in the monthly luncheons, leadership forums, and the annual Family Business Awards ceremony.

Contact Information:

Primary Individual Contact:

Brian Stautberg
4555 Lake Forest Drive
Suite 400
Cincinnati, Ohio 45242
Year Company/Firm Founded: 1990