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RESPECTED
RECOGNIZED
RESULTS DRIVEN

Over 20 years of Accounting, Tax, and Assurance Services to Northern Kentucky and Greater Cincinnati Individuals, Small Business, Not-For-Profit Organizations, and Governmental Entities

 

Serving Individuals | Small Business | Not-For-Profits | Governments

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Services

Tax Services

Accounting & Controllership

Audit & Assurance Services

Our Team

What Our Clients Say

Kathy List President & CEO - Big Brothers Big Sisters of Greater Cincinnati

“When we were searching for a new audit firm, Chamberlin Owen CPAs was highly recommended by a fellow non-profit CEO. We’ve utilized their professional services since 2017 and with their guidance and consultation, we’ve improved our financial management internal controls, updated and tightened financial practices and streamlined administrative processes. The improvements have allowed us to be more competitive with local, state and federal grants. Their guidance helped us weather an extremely unpredictable pandemic year and they were instrumental in assisting us with the Payroll Protection Program. I consider John and his staff as trusted advisors and am grateful for their competent guidance, wise insights, organized/efficient/exemplary work process, and friendly and approachable manner. I know we are in good hands.”

Brian Haney City Administrative Officer - City of Taylor Mill, Kentucky

“Chamberlin Owen CPAs provides specialized and comprehensive accounting services to the City of Taylor Mill. Their quality of service makes them a good accounting firm; their professionalism and personal touch make them a great accounting firm.”

Linda J. Chapman Director of Finance and Human Resources - City of Florence, Kentucky

“I have known John for over twenty years and have been a client of his team for several years. I have mostly used their auditing services for the City of Florence in the past. However, due to the level of service, expertise and complete satisfaction provided in that area I have recently engaged Lori for specialized tax services as well. They provide the personal touch and proficiency that I have come to expect from their regional firm.”

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    Lori A. Owen, CPA, Partner

     

    Lori has worked in public accounting since 1989.  Lori has significant experience in both the public accounting setting as well as the small business and not-for-profit environments.

     

    Lori specializes in controllership and accounting for small businesses, cities, and not-for-profit organizations as well as tax services for small businesses and individuals.

     

    Lori is a Certified Public Accountant and is licensed in Kentucky to practice public accounting anywhere in the United States of America.

     

    Lori has a Bachelor of Accountancy degree from Northern Kentucky University and lives in Fort Thomas, Kentucky.

     

    Professional association memberships include the following

    • American Institute of Certified Public Accountants
    • Kentucky Society of Certified Public Accountants.
    • Center for Independent Living Options
      • Board Member
      • Board Treasurer

     

    Fun Fact About Lori – Lori painted a day care center in South Africa while on a mission trip there.

    John R. Chamberlin, MBA, CPA, Partner

     

    John has worked in public accounting since 2004 and has prior experience in corporate business operations. Prior to pursuing this career, he served as a Captain in the United States Air Force’s Space Command.

     

    John specializes in assurance services (audits, reviews) of city governments, special governmental districts, and not-for-profit organizations as well as tax services for not-for-profit organizations.

     

    John is a Certified Public Accountant and is licensed in Kentucky to practice public accounting anywhere in the United States of America.

     

    Education includes a Master of Business Administration from Northern Kentucky University, a Bachelor of Arts from the University of Kentucky, and other professional development courses.  John lives in Cold Spring, Kentucky.

     

    Professional association memberships / community involvement includes the following:

    • American Institute of Certified Public Accountants
    • Kentucky Society of Certified Public Accountants (KYCPA)
      • Past member of the KYCPA Board of Directors
      • Past member, and past chair, of the KYCPA Governmental Accounting Committee.
        • Awarded KYCPA Outstanding Committee Chair 2014-15
        • Awarded KYCPA Outstanding Committee Chair 2010-11
      • Past trustee of the KYCPA Educational Foundation
    • Holly Hill Children’s Services, California, Kentucky
      • Past Board Treasurer

     

    Fun Fact About John – Probably the only CPA you will ever meet who has commanded a vehicle in space…

    Shannon Puglisi, CPA Senior Accountant /  Auditor

     

    Shannon has worked in accounting since 1998 and has significant experience in both the public accounting and for-profit corporate environments.

     

    Shannon is a Certified Public Accountant and is licensed in Kentucky to practice public accounting anywhere in the United States of America.

     

    Shannon has a bachelor’s degrees in Accountancy and Political Science from Northern Kentucky University and lives in Union, Kentucky.

     

    Professional association memberships include the following

    • American Institute of Certified Public Accountants
    • Kentucky Society of Certified Public Accountants

     

    Fun Fact About Shannon – Shannon met her husband (who is now a retired fire-fighter) while both were in the same EMT class.

    Patty M. Edgley, Senior Auditor

     

    Patty has worked in public and government accounting since 1988.  She spent twenty-two years in accounting at the Housing Authority of Newport and was the finance director for twelve of those years.

     

    Patty has a Bachelor of Accountancy degree from Northern Kentucky University and lives in Alexandria, Kentucky.

     

    Professional association memberships include the following:

    • American Institute of Certified Public Accountants
    • Kentucky Society of Certified Public Accountants

     

    Fun Fact About Patty – Patty has never met a stranger; she seems to have some type of personal “friend of a friend” connection at just about every one of our clients.

    Connie L. Hartke, Senior Auditor

     

    Connie has worked in public accounting since 2008.  She also has fifteen years of experience in banking, and private company accounting.

     

    Connie has a Bachelor of Accountancy degree from Northern Kentucky University and lives in Burlington, Kentucky.

     

    Professional association memberships include the following:

    • American Institute of Certified Public Accountants
    • Kentucky Society of Certified Public Accountants.

     

    Fun Fact About Connie – Connie’s Great Uncle came up with the process of putting holes in the White Castle hamburgers

    Morgan L. Estill, Staff Accountant / Auditor

     

    Morgan has worked in public accounting since 2020.

     

    Morgan has a Bachelor of Science in Accountancy from Morehead State University and lives in Alexandria, Kentucky.

     

    Professional association memberships include the following:

    • American Institute of Certified Public Accountants
    • Kentucky Society of Certified Public Accountants.

     

    Fun Fact About Morgan – Morgan is an Eagle Scout and biked the entire length of the Natchez Trace (approximately 410 miles) in 10 days with his Boy Scout Troop.

    Nancy McKibben, Office Manager

     

    Nancy has been an office manager since1985.  Her bubbly personality and outstanding organizational skills make her a natural to keep our office running smoothly!

    A lifelong Northern Kentucky resident, Nancy lives in Crestview Hills, Kentucky.

     

    Fun Fact About Nancy – The house Nancy grew up in was located where the exit ramp from Interstate-275 to CVG Airport is now   Her parents had their house moved when the interstate was built.

    Bo Owen – Staff Dog

     

    Bo Owen is a Chihuahua-Basenji mix and has been the staff dog at Chamberlin Owen since 2019.  He was adopted through the SPCA Cincinnati.  Bo lost his eyes as a result of abuse before being rescued by the SPCA.

    Bo has been featured on SPCA Cincinnati promotional videos, TikTok videos, and gets regular visits from clients who “Stop by to see Bo”.

     

    Fun Fact About Bo – Bo doesn’t bark or bite, but he does like a good cuddle!