Kerry Roe

Kerry Roe

513.241.3111Email
Expertise

Professional Summary

Kerry is the President of Clark Schaefer Hackett. Prior to stepping into this role in 2017, he led the firm’s Government Services Group and also served as the firm’s Executive Vice President for seven years.

Kerry has been with CSH for more than 20 years, providing accounting, auditing, consulting, and tax services to governmental and not-for-profit (NFP) organizations. He has worked with organizations of many types and sizes, including social service agencies, private schools, trade organizations, churches, and membership organizations.

Kerry has performed many audits of NFP organizations under the requirements of the Single Audit Act Amendments of 1996 and OMB Circular A-133, audits of states, local governments, and NFP organizations, as well as specific funder requirements such as state or local requirements. He understands IRS reporting issues for NFPs and can help organizations identify unrelated business income tax issues and other issues that could threaten their tax-exempt status. Kerry has also worked with several NFP and governmental agencies in investigating fraud.

Kerry began his career as an auditor with the State of Ohio.

Education:

  • BBA, Accounting, magna cum laude, Wilmington College

Certifications & Licensure:

  • CPA – State of Ohio

Professional Affiliations:

  • American Institute of Certified Public Accountants

  • Ohio Society of Certified Public Accountants

Community Activities

  • Auditor of State Regional Advisory Council, Board Member

  • Girl Scouts of Western Ohio, Board Member

  • United Way of Greater Cincinnati, Audit Review Committee Member

  • Greater Cincinnati Foundation, Finance Committee Member