areas of
expertise
Gary Shamis, CPA, M.Acc.
Experience- Member of executive committee, which leads the firm’s strategy and growth
- Overall responsibility for day-to-day management of SS&G Financial Services, Inc. and its entities
- Consults in general business, financing, service programs, and growth strategy
- Extensive experience in tax and strategic planning
- Adviser to firms in the CPA industry, including providing SEC testimony related to Sarbanes-Oxley and practice management issues
Education- Master of Accountancy from The Ohio State University
- Bachelor of Science degree in biology from Tulane University
Distinctions- Named 2008 E&Y Entrepreneur of the Year (Northeast Ohio) in the financial services category
- Named as one of Accounting Today’s most influential people in the industry nine times
- Continues to be recognized for his industry insight, commitment to service quality, and leadership of the profession
- Author of dozens of practice management articles
- National and international speaker on practice management issues
ProfessionalAffiliations- The Advisory Board, founder
- The Leading Edge Alliance, chairman emeritus
- American Institute of Certified Public Accountants (AICPA), member
- Ohio Society of Certified Public Accountants (OSCPA), member
- AICPA "Managing an Accounting Practice" committee, past chairman
Publications
- CPA Practice Management Forum, editorial board
- Journal of Accountancy, past member of editorial board
- Managing Partner Report, past editorial board member
- Practicing CPA, past editorial board member
- Ohio CPA Journal, past editorial board member
Civic- North Coast Community Homes, chairperson
- Hillel at Kent State University, chairperson
- Cleveland Jewish News, chairperson
- Anti-Defamation League, past board member
- Jewish Community Federation, past board member
- Better Business Bureau, past board member
- Montefiore Home, past board member
- National Center on Nonprofit Enterprise (NCNE), past chairperson
- Cleveland Museum of Art, past board member
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