Business Details
46 Years
experience
Certified Accountants in Canfield, Ohio
Founded in 1980, Schroedel, Scullin & Bestic (SSB) has built a reputation as a trusted accounting and strategic advisory firm serving Northeastern Ohio and Western Pennsylvania. Our team of certified professionals combines decades of experience with a personalized approach, delivering tailored solutions in financial services, tax planning, employee benefit audits, family business consulting, and estate planning. We prioritize client relationships, treating every client as an extension of our own network, and emphasize transparency, ethical standards, and community involvement.With a focus on continuous learning and technological innovation, we empower clients to navigate complex financial landscapes while maintaining a commitment to local schools, churches, and organizations. Our growth to seven partners and over 20 employees reflects our ability to adapt to industry changes while preserving the core values that define our practice.
Services
Financial Services
Tax Services
Employee Benefit Audits
Family Business Consulting
Estate Planning
Wealth Management
Business Valuation
Forensic Accounting
Client Advisory Services
Audit Services
Details
- Year established: 1980
Highlights and features
- We offer over 40 years of experience in accounting and strategic advisory services.
- Our team provides tailored solutions for industries like manufacturing, healthcare, and construction.
- We prioritize personalized client relationships and community involvement.
- Our professionals hold certifications including CPA, CVA, and CGMA.
- We combine ethical standards with cutting-edge technology for efficient service delivery.
Associations and certifications
- Certified Public Accountants (CPA)
What people say
Personalized attention
Deep expertise
Long-term relationships
Community involvement
Career growth
Services
Financial Services
We prepare audits, reviews, and compilations tailored to client needs, including SOX compliance and internal controls testing. Our services ensure accurate financial reporting for banks, investors, and regulatory bodies. Clients benefit from customized solutions like forecasts and personal financial statements.
Tax Services
Our team specializes in federal and state tax compliance, business succession planning, and retirement strategies. We help corporations, partnerships, and individuals minimize liabilities through election of accounting methods, multistate tax planning, and asset protection strategies.
Employee Benefit Audits
We conduct ERISA-compliant audits for 401(k), defined benefit, and health plans. Our services ensure accurate valuation of plan assets, timely contributions, and compliance with DOL regulations. We provide actionable insights to improve internal controls and reduce penalty risks.
Family Business Consulting
We address unique family business challenges through governance frameworks, ownership structuring, and conflict resolution strategies. Our services include drafting family creeds, establishing independent boards, and creating performance evaluation systems to ensure multigenerational success.
Estate Planning
We help clients minimize estate taxes and ensure asset distribution according to their wishes. Services include will reviews, trust creation, and gift-giving strategies. Our approach balances legal compliance with personalized goals for business succession and college savings.
People
Tracie L. Stephens
Managing Principal
Tracie L. Stephens leads SSB as Managing Principal, overseeing strategic operations and client relationships. With extensive experience in public accounting, she focuses on ensuring quality service delivery and fostering professional growth within the firm.
Chris A. Gabrick
Principal
Chris A. Gabrick serves as a Principal at SSB, leveraging his CPA and CMM credentials to guide clients in financial strategy. He progressed through leadership roles to become a partner, emphasizing team development and client satisfaction.
M. Constance Augustine
Senior Advisor
M. Constance Augustine provides senior advisory services as a CPA with deep expertise in client relations. Her career spans decades of delivering personalized accounting solutions while mentoring junior professionals at SSB.
Jessie C. Wright
Manager
Jessie C. Wright, CPA and CGMA, manages client portfolios while contributing to SSB's strategic initiatives. She focuses on professional development and technical excellence, ensuring high standards in accounting and advisory services.
Karl B. Schroedel II
Founder
Karl B. Schroedel II co-founded SSB in 1980, establishing its foundation of integrity and client-centric service. As a CPA, he shaped the firm's culture of excellence and community involvement before retiring from active practice.
Questions
What industries does SSB specialize in?
SSB serves manufacturing, construction, healthcare, distribution, wholesale, trucking, oil and gas, and brewery sectors with tailored accounting solutions.
How does SSB approach family business consulting?
We address family business conflicts through governance frameworks, ownership structuring, and performance evaluations to ensure sustainable multigenerational success.
What tax planning services does SSB offer?
Our tax services include compliance, business succession planning, multistate tax strategies, and asset protection for corporations, partnerships, and individuals.
How does SSB ensure audit quality?
We follow ERISA guidelines for employee benefit plans and maintain membership in the AICPA's Employee Benefit Plan Audit Quality Center for best practices.
What career opportunities exist at SSB?
SSB offers advancement paths to partnership, continuing education, and exposure to diverse services like forensic accounting and wealth management.
