Rea

Get reliable financials and controller-level oversight without building an in-house accounting function.

Gain CFO-level guidance to make confident decisions, plan for growth, and manage cash flow without hiring a full-time CFO.

Keep books prepared for tax work year-round to reduce cleanup, avoid surprises, and support faster filings.

Get employees paid accurately and on time while reducing the effort of managing payroll and payroll compliance.

Build a connected, properly configured accounting system that reduces manual work and supports reliable financial processes as your business grows.

Gain financial insight, strengthen controls, and get practical guidance to meet compliance requirements and support organizational growth.

Design and manage retirement plans that support employees, align with business goals, and simplify compliance responsibilities.

Manage multi-state tax obligations, address exposure, and identify compliance and savings opportunities with tailored SALT guidance.

Manage tax compliance, reduce tax burdens, improve cash flow, and plan for growth with tailored, year-round tax guidance.

Gain clarity on business value and transaction options to plan transitions, address disputes, and move forward with greater confidence.

Maintain a secure, stable technology environment with managed IT solutions and security support.

Choose and implement ERP systems scoped to the operational needs of manufacturing and CPG businesses.

Give boards and business leaders clearer performance insights through dashboards, reporting tools, analytics, and data infrastructure.

Accounting & Controller Services

Rea provides privately held businesses with a professionally managed accounting function without the overhead of building one in-house. Services include transaction coding and recordkeeping, accounts payable and bill pay, accounts receivable and invoicing, month-end close and reconciliations, financial statement preparation, cash flow management, and virtual controller oversight. The team works primarily with QuickBooks Online and can handle a transition when needed. The service is designed for businesses typically earning $1 million to $25 million in revenue that want reliable, current financial information and a scalable accounting foundation.

Category: Accounting Services

• Keep Books Current
  Professional support for routine accounting work helps maintain accurate records and avoid falling behind.
• Close Books With Confidence
  A consistent close process and regular reconciliations help keep financial information accurate and current each month.
• Prepare Decision-Ready Statements
  Clean financial statements support business decisions and can be made available to lenders or the tax team.
• Strengthen Financial Oversight
  Monthly controller-level review adds experienced oversight to financial accuracy and internal controls without requiring a full-time CFO.
• See Cash Flow Clearly
  Visibility into cash position and movement helps owners understand where cash stands and plan with fewer surprises.
• Manage Vendor Payments
  A managed payables workflow supports timely vendor payments and visibility into cash outflows.
• Track Invoices And Receivables
  Timely invoicing and ongoing tracking provide visibility into outstanding receivables and help keep collections moving.
• Use QuickBooks Online
  The service is built around QuickBooks Online, with transition support available for businesses that need to migrate.

Fractional CFO Services

Rea provides senior-level financial leadership and strategic planning for growing businesses that need CFO expertise without a full-time CFO. Services include cash flow forecasting and management, budgeting, KPI reporting, financial analysis, strategic advisory, and board and lender presentations. Engagements begin with a Financial Clarity Assessment and are tailored to current needs, with flexibility to expand as the business grows. Rea builds this work on clean, accurate accounting so financial strategy is grounded in reliable data.

• Access CFO-Level Leadership
  Get senior financial perspective and leadership at the level your business needs without a full-time CFO investment.
• Plan Cash Flow With Confidence
  Use rolling forecasts to understand upcoming cash needs, plan ahead, and reduce preventable cash surprises.
• Make Decisions With Financial Insight
  A financial thinking partner helps evaluate significant business decisions and understand their financial implications.
• Align Budgets With Business Goals
  Develop and update budgets and scenarios to connect financial plans with business goals.
• Focus Leadership On Key Metrics
  Business-specific KPI reporting helps leadership see performance clearly and act on relevant information.
• Identify Performance Opportunities
  Regular review of margins, overhead, and pricing helps explain business performance and identify opportunities.
• Build A Tailored CFO Plan
  A review of financial position, books, reporting, and goals helps establish a clear scope based on business needs.
• Scale Support As Needs Change
  Match CFO support to current needs, expand as the business grows, or obtain interim coverage after losing a CFO or controller.
• Ground Strategy In Reliable Data
  Base financial analysis and planning on clean, accurate accounting and reporting.
• Present Clear Financial Information
  Professional financial packages support conversations with boards, banks, and investors.

Tax-Ready Accounting

Rea maintains business books throughout the year in a clean, organized structure designed for tax preparation. The service includes consistently coded and reconciled books, timely adjusting journal entries, and proactive communication about changes that may affect the tax team. It helps prepare a clean handoff to the CPA without year-end cleanup.

• Keep Books Tax-Ready Year-Round
  Maintain clean, organized financial records throughout the year so the tax team can begin work without first catching up on bookkeeping.
• Reduce Tax-Season Cleanup
  Organized books help reduce cleanup, save time, and support faster filings with fewer surprises.
• Flag Changes For The Tax Team
  Proactive communication about relevant business changes helps the tax team account for them when preparing returns.
• Prepare Timely Adjusting Entries
  Accurate adjusting journal entries keep financials aligned and ready for CPA review.

Payroll Services

Rea provides fully managed payroll on the platforms a business already uses. The service helps ensure employees are paid accurately and on time, with compliance handled as part of the process. Employees can sign up for the Payroll Center to access pay stubs online.

• Pay Employees Accurately And On Time
  Fully managed payroll helps ensure employees receive the right pay on time.
• Keep Using Your Current Payroll Platform
  Payroll is run on the platforms already in place at the business.
• Reduce Payroll Compliance Work
  Rea handles compliance as part of managed payroll, reducing the responsibilities businesses manage themselves.
• Access Pay Stubs Online
  The Payroll Center gives employees online access to pay stubs.

Accounting Technology & Implementation

Rea sets up and connects accounting systems, primarily within the QuickBooks Online ecosystem. Services include QuickBooks Online configuration, QuickBooks Desktop migration, BILL setup for accounts payable, third-party software integration, and team training with workflow documentation. The work establishes a technology foundation for ongoing accounting needs and future controller or fractional CFO support. Rea focuses on cloud-based, industry-relevant software and does not currently implement Foundation or other industry-specific construction or ERP platforms.

• Configure QuickBooks Online
  Get QuickBooks Online configured with a chart of accounts, opening balances, and users set up to support accurate accounting.
• Move To QuickBooks Online
  Migration support and needed cleanup help preserve the information your business relies on.
• Connect Business Software
  Integrating cloud-based tools with QuickBooks helps data flow between systems and reduces repeated data entry.
• Streamline Accounts Payable
  Configured approval workflows, vendor management, and QuickBooks integration support a streamlined payables process.
• Train Teams And Document Workflows
  Practical training and documented workflows help staff use the implemented system in their daily work.
• Prepare Systems For Growth
  An accounting technology foundation supports ongoing needs and future controller or fractional CFO services.

Audit & Assurance Services

Rea provides audits, reviews, and compilations to growing businesses, not-for-profit organizations, government entities, manufacturers, distributors, and construction and real estate companies. Services include guidance to strengthen internal controls and processes, improve operational efficiency, deter fraud, protect data, and navigate compliance requirements, including PCI standards and Uniform Guidance. The service also includes employee benefit plan audits, agreed-upon procedures, and governance reporting. Rea combines technical expertise with practical business insights to help organizations build a stronger financial foundation.

• Build Confidence In Financial Reporting
  Assurance services are tailored to an organization’s financial reporting needs and requirements.
• Strengthen Internal Controls
  Improved controls support reliable financial processes and sustainable organizational growth.
• Obtain Independent Plan Assurance
  Employee benefit plan audits provide assurance and clarity, help identify potential issues, and inform stronger controls to protect plan assets. Clear timelines and proactive communication support an efficient process.
• Navigate Complex Plan Requirements
  Support helps plan sponsors address complex employee benefit plan compliance requirements.
• Deter Fraud
  Implement measures designed to deter fraud and help safeguard organizational assets.
• Navigate Compliance Requirements
  Get support navigating standards relevant to your organization, including PCI requirements and Uniform Guidance.
• Complete A Thorough, Efficient Audit
  The methodology aims to deliver a thorough audit while limiting disruption and maintaining quality.
• Improve Operational Efficiency
  Identified opportunities can help streamline operations and improve profitability.
• Protect Organizational Data
  Data security protocols contribute to safeguarding organizational assets.
• Address Federal Award Requirements
  Single audits address federal program compliance under Uniform Guidance and are scoped to the organization’s funding mix.
• Keep The Audit Process On Track
  Clear timelines, proactive communication, and collaboration help keep the audit process smooth.
• Coordinate Audit And Plan Consulting
  Using Rea for audit and retirement plan consulting supports a coordinated retirement program strategy.
• Address Specific Review Needs
  Agreed-upon procedures engagements address defined review needs, including denomination or cooperative requirements.
• Prepare Leaders For Audit Results
  Coordinated timing and direct presentation of results help committees and boards discuss findings and fulfill governance responsibilities.

Retirement Plan Consulting

Rea provides retirement plan consulting for small to mid-sized businesses, from customized plan design through ongoing administration. Services include designing 401(k) and cash balance plans, annual administration and compliance support, compliance testing and reporting, Form 5500 preparation, employer match and profit-sharing calculations, participant notices and distribution processing, and coordination with retirement plan recordkeepers. The team can represent clients before the IRS and Department of Labor when needed, and offers group plan options including Multiple Employer Plans and the Brighter Way Group Plan Solution.

• Manage Annual Plan Administration
  Ongoing administrative support and recordkeeper coordination help employers manage IRS compliance and the plan participant experience.
• Align Plans With Business Goals
  Plan design reflects business goals, financial conditions, and workforce demographics. Strategic 401(k) and cash balance plan combinations can help optimize contributions and tax benefits.
• Complete Annual Compliance Requirements
  Support with annual testing, reporting, Form 5500 preparation, and allocation calculations helps employers handle key plan requirements.
• Explore Group Plan Options
  Consider group plan options, including the Brighter Way Group Plan Solution and Multiple Employer Plans.
• Apply Certified Administration Practices
  Work with an administration team holding CEFEX-ASPPA certification and demonstrating a commitment to industry best practices and fiduciary excellence.
• Support Participant Administration
  Assistance with participant notices, distributions, and ongoing administrative needs supports day-to-day plan operation.
• Secure Regulatory Representation
  Access representation before the IRS and Department of Labor when needed.

State and local tax services

Rea’s State and Local Tax (SALT) team helps businesses manage multi-state tax obligations through planning, compliance, risk assessment, and audit support. Services include nexus studies, sales and use tax compliance, taxability and allocation reviews, business tax registration, voluntary disclosures, due diligence, sales tax system implementation, use tax process reviews, and exemption certificate guidance. The team supports businesses in construction, manufacturing, e-commerce, and mergers and acquisitions, helping address tax risks and identify opportunities across jurisdictions.

• Identify Multi-State Tax Exposure
  Understand where business activities may create tax obligations and risks and determine a path forward for interstate operations.
• Meet State Tax Requirements
  Navigate varying state requirements with support for compliance and identification of potential sales tax savings.
• Defend Your Tax Position
  Guidance and defense strategies support business interests during sales and use tax audits.
• Register In Required Jurisdictions
  Nexus findings help guide state qualification and appropriate direct and indirect tax registration.
• Address Past Tax Obligations
  Voluntary disclosure services help address past obligations and minimize penalties.
• Optimize State Income Allocation
  Review income sourcing and apportionment methods to support allocation and taxation across states.
• Streamline Tax Determination And Filing
  An integrated sales tax system helps determine tax and support monthly return filing across connected platforms.
• Uncover Tax Risks Before Closing
  Assess tax liabilities and identify potential risks when preparing for a business transaction.
• Clarify Product Taxability
  Get guidance on how products and services should be treated for tax purposes.
• Improve Use Tax Accrual
  Review and improve the accuracy and efficiency of consumer use tax accrual.
• Address Industry-Specific Tax Needs
  SALT support is aligned with the tax scenarios and business models of construction, manufacturing, e-commerce, and merger and acquisition activities.
• Strengthen Internal Use Tax Processes
  Consulting and training help build internal knowledge and processes for use tax accrual.
• Improve Exemption Certificate Compliance
  Review exemption certificate practices and get guidance and technology assistance to improve compliance.

Tax for Business

Rea’s Tax for Business service combines business tax compliance with tailored planning and advisory support. Advisors learn about a company’s operations and goals, review its tax position, identify opportunities and potential challenges, and develop strategies that support its objectives. Services include federal, state, and local tax return preparation, tax-efficient business structure guidance, credits and incentives reviews, multi-state tax planning, and support for business transactions, succession, and IRS examinations. Rea also offers cash flow planning through strategic tax timing, tax controversy resolution, merger and acquisition tax planning, and cost segregation studies.

• Prepare And File Returns On Time
  Accurate tax return preparation and timely filing help businesses meet obligations across relevant jurisdictions.
• Align Tax Strategies With Business Goals
  Tailored tax planning reflects business objectives and supports informed tax-related decisions throughout the year.
• Choose A Tax-Efficient Business Structure
  Guidance helps businesses select a structure designed to support tax efficiency and growth plans.
• Identify Available Credits And Incentives
  Helps uncover relevant credits and incentives that may minimize a business’s tax burden.
• Navigate Multi-State Tax Obligations
  Helps businesses understand and address obligations across jurisdictions as operations expand.
• Optimize Cash Flow Through Tax Timing
  Strategic tax timing helps businesses optimize cash flow in support of financial objectives.
• Navigate IRS Examinations With Guidance
  Experienced tax support helps businesses address questions during IRS examinations.
• Plan Transactions For Tax Outcomes
  Helps businesses consider tax implications and structure transactions as part of merger and acquisition planning.
• Plan Tax Matters For Business Transitions
  Helps businesses address tax considerations when planning succession or other ownership transitions.
• Stay Ahead Of Tax Changes
  Updates on tax law changes and emerging opportunities can inform tax planning and financial decisions.
• Resolve Tax Issues With Regulators
  Support helps businesses resolve tax controversies and navigate issues with tax regulators.
• Identify Property-Based Tax Savings
  Cost segregation studies through Rea’s network help identify potential property-based tax savings.

Business Valuation, Litigation & Transaction Advisory

Rea provides valuation and transaction advisory services to help businesses understand their worth, plan ownership transitions, and navigate mergers, acquisitions, and exits. Services include fair market value assessments for buy-sell agreements, succession planning, disputes, and gift and estate tax planning; litigation support; financial due diligence; deal structuring; quality of earnings analysis; and post-transaction integration. Advisors also develop exit strategies, assess potential buyers, and support ownership transitions through a collaborative approach and well-documented valuations.

• Clarify Your Business Value
  An objective fair market value assessment supports planning, agreements, disputes, or tax-related purposes.
• Plan Your Next Ownership Chapter
  Build and model an exit strategy, evaluate potential buyers, and prepare for a sale or ownership transition.
• Understand The Numbers Behind Your Case
  Financial insight and objective valuation opinions help clarify the numbers relevant to a dispute.
• Evaluate Transaction Financials
  Financial due diligence informs decisions and helps assess a business transaction.
• Navigate Mergers And Acquisitions
  Strategic guidance helps evaluate and move through merger and acquisition opportunities.
• Structure Deals For Better Outcomes
  Consider deal structures designed to align transaction terms with goals and improve outcomes.
• Analyze Earnings Quality
  Examine earnings as part of transaction planning and financial due diligence.
• Support Post-Deal Integration
  Advisory support helps businesses move into post-transaction integration.

Managed IT Services

Rea Information Services provides managed security and IT services to help organizations maintain a secure and stable technology environment. Rea builds digital infrastructure and security frameworks, with related support including cybersecurity consulting and risk assessments, IT controls reviews, and incident response planning.

• Maintain A Stable Technology Environment
  Managed IT services support a stable technology environment for organizations.
• Assess And Address Cybersecurity Risks
  Consulting and risk assessment help organizations identify and address technology security risks.
• Build Protective Digital Foundations
  Digital infrastructure and security frameworks provide a foundation designed to protect and support businesses.
• Review IT Controls
  An IT controls review supports examination of an organization’s IT controls.
• Prepare For Technology Incidents
  Incident response planning helps organizations prepare for technology incidents.

ERP selection and implementation

Rea helps manufacturing, distribution, and consumer packaged goods businesses define ERP needs, select a system, and configure and implement it. The team draws on experience working inside manufacturing and CPG operations to scope systems around how businesses operate, including shop floor requirements. Services are relevant to businesses that have outgrown their current platform or are upgrading from systems such as QuickBooks or a homegrown system.

• Define ERP Needs Before Vendor Engagement
  Clarify operational requirements and scope a system before engaging vendors, drawing on experience inside manufacturing and CPG businesses.
• Implement ERP With Industry Experience
  Implementation support comes from advisors with experience inside manufacturing and CPG businesses and an understanding of operational requirements.
• Select An ERP That Fits Your Operations
  Selection support reflects manufacturing, distribution, and CPG needs, including businesses upgrading from QuickBooks or a homegrown system.
• Configure ERP Systems For Business Needs
  Receive ERP configuration support as part of a service covering system selection and implementation.

Data services

Rea’s Data services provide dashboards, reporting tools, and analytics to help organizations understand performance and give boards and finance committees a clearer picture of organizational health. The service also supports reporting and data infrastructure for organizations managing complex member records, and KPI visibility for businesses tracking measures such as inventory turns, cash conversion, gross margin by SKU, and variance analysis.

• See Key Performance Measures
  Dashboards provide a view of organizational or operational performance measures, helping leaders monitor indicators such as inventory turns, cash conversion, and gross margin by SKU.
• Clarify Organizational Performance
  Reporting tools present organizational and operational information to clarify organizational health for boards and finance committees.
• Understand Performance Trends
  Analytics help organizations understand performance and support decisions, including through review of gross margin by SKU and variance analysis.
• Support Complex Member Data
  Data infrastructure supports reporting for organizations managing complex member records.