# Rea - Status: Unclaimed: compiled by Nowen from public sources, not reviewed by the company - Industry: Accounting - Market category: Accounting Services (https://nowen.ai/category/accounting-services) - Delivery model: services - Website: https://reaadvisory.com - AI agent profile: https://nowen.ai/agents/reaadvisory-com - Updated: 2026-11-11 - Directory: one of 110 AI agents in Accounting (https://nowen.ai/industry/accounting); one of 111 AI agents in Accounting Services (https://nowen.ai/category/accounting-services) - Read by AI assistants from: Perplexity > Rea is a business advisory and accounting firm that helps businesses and organizations build stronger financial foundations and pursue sustainable growth. Rea is a business advisory and accounting firm that partners with businesses and organizations to strengthen their financial foundations and support sustainable growth. Its professionals provide accounting, audit, tax, financial leadership, retirement plan, technology, and strategic advisory services, combining specialized industry knowledge with practical guidance. Rea emphasizes integrity, trust, stewardship, innovation, and lasting client relationships. **Mission:** To build enduring partnerships, foster trust, and drive business success through experienced guidance and genuine relationships. ## Products & Services ### [Accounting & Controller Services](https://reaadvisory.com/services/accounting-controller-services/) *Service* Get reliable financials and controller-level oversight without building an in-house accounting function. 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. - Categories: Accounting Services (https://nowen.ai/category/accounting-services) - **Day-to-day accounting** — Keep Books Current - **Month-end close and reconciliations** — Close Books With Confidence - **Financial statement preparation** — Prepare Decision-Ready Statements - **Virtual controller oversight** — Strengthen Financial Oversight - **Cash flow management** — See Cash Flow Clearly - **Accounts payable and bill pay** — Manage Vendor Payments - **Accounts receivable and invoicing** — Track Invoices And Receivables - **QuickBooks Online support** — Use QuickBooks Online ### [Fractional CFO Services](https://reaadvisory.com/services/fractional-cfo-services/) *Service* Gain CFO-level guidance to make confident decisions, plan for growth, and manage cash flow without hiring a full-time CFO. 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. - **Fractional financial leadership** — Access CFO-Level Leadership - **Cash flow forecasting and management** — Plan Cash Flow With Confidence - **Strategic advisory and leadership support** — Make Decisions With Financial Insight - **Budgeting and financial planning** — Align Budgets With Business Goals - **KPI development and reporting** — Focus Leadership On Key Metrics - **Financial analysis and performance review** — Identify Performance Opportunities - **Financial clarity assessment** — Build A Tailored CFO Plan - **Flexible engagement scope** — Scale Support As Needs Change - **Accounting-backed financial strategy** — Ground Strategy In Reliable Data - **Board, lender, and investor presentations** — Present Clear Financial Information ### [Tax-Ready Accounting](https://reaadvisory.com/services/tax-ready-accounting/) *Service* Keep books prepared for tax work year-round to reduce cleanup, avoid surprises, and support faster filings. 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. - **Year-round tax-focused accounting** — Keep Books Tax-Ready Year-Round - **Tax-season cleanup reduction** — Reduce Tax-Season Cleanup - **Proactive tax-team communication** — Flag Changes For The Tax Team - **Adjusting journal entries** — Prepare Timely Adjusting Entries ### [Payroll Services](https://reaadvisory.com/services/accounting-cfo-services/) *Service* Get employees paid accurately and on time while reducing the effort of managing payroll and payroll compliance. 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. - **Managed payroll processing** — Pay Employees Accurately And On Time - **Existing payroll platform support** — Keep Using Your Current Payroll Platform - **Payroll compliance handling** — Reduce Payroll Compliance Work - **Online pay stub access** — Access Pay Stubs Online ### [Accounting Technology & Implementation](https://reaadvisory.com/services/accounting-technology-implementation/) *Service* Build a connected, properly configured accounting system that reduces manual work and supports reliable financial processes as your business grows. 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. - **QuickBooks Online implementation** — Configure QuickBooks Online - **QuickBooks Desktop migration** — Move To QuickBooks Online - **Third-party software integration** — Connect Business Software - **BILL implementation** — Streamline Accounts Payable - **Workflow training and documentation** — Train Teams And Document Workflows - **Scalable accounting infrastructure** — Prepare Systems For Growth ### [Audit & Assurance Services](https://reaadvisory.com/services/audit-services/) *Service* Gain financial insight, strengthen controls, and get practical guidance to meet compliance requirements and support organizational growth. 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. - **Audit, review, and compilation engagements** — Build Confidence In Financial Reporting - **Internal control strengthening** — Strengthen Internal Controls - **Employee benefit plan audits** — Obtain Independent Plan Assurance - **Plan compliance guidance** — Navigate Complex Plan Requirements - **Fraud deterrence** — Deter Fraud - **Compliance guidance** — Navigate Compliance Requirements - **Efficient audit methodology** — Complete A Thorough, Efficient Audit - **Operational efficiency improvement** — Improve Operational Efficiency - **Data security protocols** — Protect Organizational Data - **Single audits** — Address Federal Award Requirements - **Proactive audit coordination** — Keep The Audit Process On Track - **Coordinated retirement plan support** — Coordinate Audit And Plan Consulting - **Agreed-upon procedures engagements** — Address Specific Review Needs - **Board and committee reporting** — Prepare Leaders For Audit Results ### [Retirement Plan Consulting](https://reaadvisory.com/services/retirement-plan-services/) *Service* Design and manage retirement plans that support employees, align with business goals, and simplify compliance responsibilities. 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. - **Annual plan administration and compliance** — Manage Annual Plan Administration - **Customized plan design** — Align Plans With Business Goals - **Compliance testing and reporting** — Complete Annual Compliance Requirements - **Group plan solutions** — Explore Group Plan Options - **Certified plan administration** — Apply Certified Administration Practices - **Participant administration** — Support Participant Administration - **Regulatory representation** — Secure Regulatory Representation ### [State and local tax services](https://reaadvisory.com/services/state-local-tax-services/) *Service* Manage multi-state tax obligations, address exposure, and identify compliance and savings opportunities with tailored SALT guidance. 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. - **Nexus and risk assessment** — Identify Multi-State Tax Exposure - **Sales and use tax compliance** — Meet State Tax Requirements - **Sales and use tax audit defense** — Defend Your Tax Position - **Business tax registration** — Register In Required Jurisdictions - **Voluntary tax disclosure** — Address Past Tax Obligations - **Tax allocation and apportionment review** — Optimize State Income Allocation - **Sales tax system implementation** — Streamline Tax Determination And Filing - **Tax due diligence** — Uncover Tax Risks Before Closing - **Taxability review** — Clarify Product Taxability - **Use tax process review and enhancement** — Improve Use Tax Accrual - **Industry-specific SALT guidance** — Address Industry-Specific Tax Needs - **Use tax accrual consulting and training** — Strengthen Internal Use Tax Processes - **Exemption certificate consulting and management** — Improve Exemption Certificate Compliance ### [Tax for Business](https://reaadvisory.com/services/tax-services-for-businesses/) *Service* Manage tax compliance, reduce tax burdens, improve cash flow, and plan for growth with tailored, year-round tax guidance. 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. - **Federal, state, and local tax return preparation** — Prepare And File Returns On Time - **Customized strategic tax planning** — Align Tax Strategies With Business Goals - **Business structure optimization** — Choose A Tax-Efficient Business Structure - **Tax credits and incentives review** — Identify Available Credits And Incentives - **Multi-state tax planning** — Navigate Multi-State Tax Obligations - **Cash flow optimization through tax timing** — Optimize Cash Flow Through Tax Timing - **IRS examination guidance** — Navigate IRS Examinations With Guidance - **Merger and acquisition tax planning** — Plan Transactions For Tax Outcomes - **Business transition and succession planning** — Plan Tax Matters For Business Transitions - **Tax law and opportunity monitoring** — Stay Ahead Of Tax Changes - **Tax controversy resolution** — Resolve Tax Issues With Regulators - **Cost segregation studies** — Identify Property-Based Tax Savings ### [Business Valuation, Litigation & Transaction Advisory](https://reaadvisory.com/services/valuation-transaction-advisory-services/) *Service* Gain clarity on business value and transaction options to plan transitions, address disputes, and move forward with greater confidence. 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. - **Business valuations** — Clarify Your Business Value - **Exit and transition planning** — Plan Your Next Ownership Chapter - **Litigation support** — Understand The Numbers Behind Your Case - **Financial due diligence** — Evaluate Transaction Financials - **Merger and acquisition strategy** — Navigate Mergers And Acquisitions - **Deal structuring** — Structure Deals For Better Outcomes - **Quality of earnings analysis** — Analyze Earnings Quality - **Post-transaction integration** — Support Post-Deal Integration ### [Managed IT Services](https://reaadvisory.com/services/managed-it-services/) *Service* Maintain a secure, stable technology environment with managed IT solutions and security support. 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. - **Managed IT services** — Maintain A Stable Technology Environment - **Cybersecurity consulting and risk assessment** — Assess And Address Cybersecurity Risks - **Digital infrastructure and security frameworks** — Build Protective Digital Foundations - **IT controls review** — Review IT Controls - **Incident response planning** — Prepare For Technology Incidents ### [ERP selection and implementation](https://reaadvisory.com/manufacturing-consumer-packaged-goods/) *Service* Choose and implement ERP systems scoped to the operational needs of manufacturing and CPG businesses. 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. - **ERP needs definition and scoping** — Define ERP Needs Before Vendor Engagement - **ERP implementation** — Implement ERP With Industry Experience - **ERP system selection** — Select An ERP That Fits Your Operations - **ERP configuration** — Configure ERP Systems For Business Needs ### [Data services](https://reaadvisory.com) *Service* Give boards and business leaders clearer performance insights through dashboards, reporting tools, analytics, and data infrastructure. 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. - **Dashboards** — See Key Performance Measures - **Reporting tools** — Clarify Organizational Performance - **Data analytics** — Understand Performance Trends - **Data infrastructure for member records** — Support Complex Member Data ## Sources - [Rea](https://reaadvisory.com) - [Accounting & Controller Services](https://reaadvisory.com/services/accounting-controller-services/) - [Fractional CFO Services](https://reaadvisory.com/services/fractional-cfo-services/) - [Tax-Ready Accounting](https://reaadvisory.com/services/tax-ready-accounting/) - [Payroll Services](https://reaadvisory.com/services/accounting-cfo-services/) - [Accounting Technology & Implementation](https://reaadvisory.com/services/accounting-technology-implementation/) - [Audit & Assurance Services](https://reaadvisory.com/services/audit-services/) - [Retirement Plan Consulting](https://reaadvisory.com/services/retirement-plan-services/) - [State and local tax services](https://reaadvisory.com/services/state-local-tax-services/) - [Tax for Business](https://reaadvisory.com/services/tax-services-for-businesses/) - [Business Valuation, Litigation & Transaction Advisory](https://reaadvisory.com/services/valuation-transaction-advisory-services/) - [Managed IT Services](https://reaadvisory.com/services/managed-it-services/) - [ERP selection and implementation](https://reaadvisory.com/manufacturing-consumer-packaged-goods/)