KSM (Katz, Sapper & Miller), an advisory, tax, and audit firm, has expanded into Ohio with the addition of Cassady Schiller, one of Cincinnati’s largest accounting firms.

This transaction, effective Friday, May 31, not only establishes Indianapolis-based KSM’s presence in Ohio but also enhances the firm’s capabilities in a variety of industries. Ranked nationally among INSIDE Public Accounting Top 300 firms, Cassady Schiller provides tax and accounting services to a diverse mix of clients, including high-net-worth individuals and families as well as businesses in the manufacturing and distribution, hospitality, and services industries. Cassady Schiller also brings significant real estate expertise that will augment KSM’s large real estate practice.

“We are thrilled to welcome Cassady Schiller to the KSM family. In Cassady Schiller, we have found a team of talented professionals whose deep commitments to their people, their clients, and their community align very closely with ours. We couldn’t ask for a better cultural fit,” said Tim Cook, KSM CEO and president. “We’re eager to see all that Cassady Schiller’s people will contribute to KSM, including enriching our culture, enhancing the services we offer, and expanding our reach into new markets.”

Thanks for reading CPA Practice Advisor!

Join for free to get personalized access to all of our daily content, newsletters, continuing education, podcasts, whitepapers and more...

Already registered? Login

Need more information? Read the FAQ's

Cassady Schiller, a well-regarded firm ranked among Greater Cincinnati’s top 10 largest accounting firms, brings more than 70 employees and eight partners to KSM, including Managing Partner Mike Clark and Chief Operating Officer Heather Bucher, who will serve as co-managing partners of KSM’s new Cincinnati office.

“Joining KSM is a perfect fit for Cassady Schiller,” said Clark. “We anticipate great benefits for our clients, including a broader range of services and resources, as well as diverse opportunities for our people to continue to grow their careers. We’re excited for our next chapter.”

“Since our founding in 1990, Cassady Schiller has exceeded the expectations of our clients, actively engaged with our community, and fostered a close-knit workplace in which people come first. We look forward to many years of the same – and much more – with KSM,” said Bucher.

Cassady Schiller will be fully integrated into KSM as KSM’s Cincinnati regional office and will assume the KSM brand over the coming months. Cassady Schiller’s wealth management practice is not part of the transaction as KSM does not offer wealth management services; it will continue as a separate firm under the Cassady Schiller name.