Rehmann

Strengthen confidence in financial and operational information, support compliance, and provide insights for clearer decision-making.

Get tailored guidance to navigate business transitions, make informed decisions, manage risk, and pursue greater profitability and competitiveness.

Get expert accounting support, reliable financial information, and strategic guidance to manage operations and plan for the future.

Navigate complex tax obligations, make informed planning decisions, and identify opportunities to optimize tax positions.

Organizations can support IT and security needs while aligning technology investments with goals and adapting solutions as requirements evolve.

Get tailored financial guidance to clarify priorities, manage assets, plan for life’s milestones, and work toward long-term financial goals.

Audit and Assurance

Rehmann provides customized independent audits of financial statements and employee benefit plans, as well as reviews, compilations, and other assurance services. Its professionals help organizations comply with reporting frameworks and specific requirements, assess internal controls and risk, and improve the accuracy and reliability of financial and operational information. Services also include IFRS conversion assistance, accounting standards consulting, internal audit support, and risk advisory. Rehmann combines experienced professionals with a partnership approach intended to deliver useful insights while respecting clients’ time and priorities.

Category: Audit and Assurance Services

• Strengthen Financial Reporting Confidence
  Independent services help organizations address financial reporting requirements and provide stakeholders with confidence in the accuracy of their financial statements.
• Support Framework Compliance
  Professional support helps organizations address financial reporting and regulatory requirements, including those associated with GAAP and IFRS.
• Support Benefit Plan Reporting
  Plan audits help companies meet annual filing requirements while providing insights into plan risks and the reliability of financial statements.
• Navigate Accounting Standard Changes
  Industry-informed guidance helps organizations assess the effects and risks of new requirements and implement changes in their own operating context.
• Strengthen Internal Audit
  Tailored internal audit support helps organizations plan and execute audits, assess risks, test controls, and provide education to governance groups.
• Improve Control Design And Testing
  Risk-based support helps organizations identify control gaps and weaknesses, test control effectiveness, resolve deficiencies, and address SOX or FDICIA requirements.
• Guide IFRS Conversion
  Structured assistance helps organizations understand the conversion process and plan its methodology and timeline.
• Prioritize And Monitor Risks
  Structured assessment and prioritization give leadership a clearer view of significant risks and an approach for monitoring and responding as conditions change.
• Assess Technology Controls
  IT audit testing and documentation provide findings and actionable recommendations about technology controls and risks, and can be integrated into internal audit and SOX or ICFR engagements.
• Identify And Address Security Weaknesses
  Hands-on assessments identify system vulnerabilities and help organizations address security weaknesses and risks.
• Assess And Strengthen Fraud Controls
  Proactive assessment identifies areas of fraud exposure, while control evaluation and related services support prevention and detection efforts.
• Address Regulatory Requirements
  Industry-specific expertise helps organizations navigate changing regulatory requirements and assess, design, or monitor compliance programs.
• Evaluate Internal Audit Quality
  Independent assessment support helps organizations evaluate internal audit function conformance with applicable standards and can provide a basis for benchmarking and identifying improvement opportunities.

Consulting

Rehmann’s consulting services help organizations plan strategically, improve processes, and take action to become more profitable and competitive. The team listens to each organization’s goals and develops a tailored plan, drawing on expertise across business transitions, valuations, corporate investigations, HR, retirement plans, mergers and acquisitions, risk advisory, and turnaround and receivership. Support spans major transactions and transitions as well as organizational risk and operational needs.

• Plan Ownership Transitions
  Prepare for a sale, family succession, or other ownership transition with a customized plan that addresses business, financial, and legacy considerations.
• Manage Organizational Risk
  Assess and address risks, strengthen controls and compliance, and support more informed decision-making.
• Improve Planning And Processes
  Develop a tailored plan and identify process improvements to help your organization pursue its goals, profitability, and competitiveness.
• Understand Business Value
  Use valuation insights and reports to inform business decisions, succession and financial reporting needs, disputes, and corporate restructuring.
• Uncover Facts And Mitigate Risk
  Obtain investigative findings and due diligence to support informed decisions, address suspected fraud or other internal issues, and safeguard organizational integrity.
• Strengthen Human Resources
  Get tailored support for HR practices, compliance, recruiting, employee relations, training, and compensation and benefits decisions.
• Navigate Business Transactions
  Get advisory support for business acquisitions, sales, and related transition needs, with a team matched to the situation.
• Address Turnaround Needs
  Access consulting support for organizational turnaround and receivership situations.
• Support Retirement Plan Needs
  Access institutional retirement plan services as part of Rehmann’s consulting offering.

Client Accounting and Advisory Solutions

Rehmann’s Client Accounting and Advisory Solutions (CAAS) provide tailored managed accounting and financial leadership for organizations. Services span day-to-day accounting operations, reconciliations, month-end close support, financial reporting and advisory, outsourced accounting, CFO guidance, and accounting software consulting. The team can support an existing finance staff or serve as an organization’s accounting department, using industry-specific knowledge, data analytics, and technology to help improve operations and inform planning.

Category: Accounting Services

• Strengthen Your Accounting Operations
  Get support for routine accounting work and process improvements, with a CAAS team that can complement existing staff or serve as the accounting department.
• Access Experienced Financial Leadership
  Gain ongoing strategic financial leadership and guidance for high-level decisions and complex challenges without hiring a full-time executive.
• Improve Access To Financial Information
  Get reporting support and financial information to help leadership, lenders, and investors understand the organization’s financial position.
• Outsource Essential Accounting Tasks
  Move tasks such as bill paying, invoice management, payroll, and reporting to an experienced team, freeing internal resources while supporting efficient, accurate, and compliant accounting.
• Plan With Financial Foresight
  Use tailored budgeting and forecasting support to inform planning and help the organization prepare for changing circumstances.
• Optimize Your Accounting Systems
  Get objective guidance on software selection and use, with support for onboarding and migrating systems to modernize financial infrastructure.
• Improve Financial Oversight
  Strengthen oversight of financial operations with support focused on accurate, compliant processes, operational efficiency, and risk mitigation.
• Manage Cash Flow More Effectively
  Receive individualized cash flow management support as part of a broader approach to financial planning and advisory.
• Navigate Complex Financial Initiatives
  Get targeted support for initiatives such as mergers and acquisitions or capital restructuring, with guidance intended to help optimize growth and performance.
• Turn Data Into Actionable Insights
  Apply data analytics and technology alongside industry knowledge to surface actionable insights and help address financial obstacles.

Tax

Rehmann provides tax consulting, preparation, and compliance services for federal, state, and local tax matters. Its specialists take a consultative, comprehensive approach to help individuals and organizations address income, estate and gift, international, and other tax needs. Services include tax planning, cost segregation, tax valuation, research and development and energy tax credits, and support for changing tax rules and regulations.

• Plan With Greater Tax Confidence
  Work with tax specialists to assess your overall situation, consider planning opportunities, and make informed decisions about tax strategies and obligations.
• Meet Tax Filing Obligations
  Receive support preparing tax filings and addressing reporting obligations across federal, state, and local requirements.
• Identify Potential Depreciation Opportunities
  Use cost segregation and fixed asset studies to evaluate asset classifications and depreciation strategies that may support deductions and cash flow.
• Address Business Tax Needs
  Get tax consulting and compliance support for corporate and flow-through businesses, including guidance on business incentives and relevant tax strategies.
• Evaluate R&D Credit Opportunities
  Assess qualifying research activities and expenses, consider available federal and state credits, and address related tax rules.
• Address State And Local Tax Matters
  Consider state and local tax requirements and their implications alongside federal tax matters.
• Navigate Cross-Border Tax Requirements
  Receive consulting and compliance support for international tax matters, cross-border transactions, and associated reporting obligations.
• Plan For Estate And Gift Taxes
  Address estate and gift tax matters as part of broader estate and legacy planning.
• Evaluate Energy Tax Incentives
  Review energy-related tax credit opportunities and potential benefits for businesses, public entities, and tax-exempt organizations.
• Assess Tax Matters In Transactions
  Consider tax issues and due diligence needs related to mergers, acquisitions, and other transactions.
• Understand Tax Law Changes
  Review tax legislation and its potential effects on your organization or personal tax situation to support informed planning.
• Respond To Tax Audits
  Get support addressing tax controversy matters, including assistance during IRS audits and representation of tax credit claims before tax authorities.
• Address Tax Valuation Needs
  Access tax valuation support as part of a broader tax services engagement.

Technology Services

Rehmann helps organizations handle IT and security needs through IT outsourcing, risk management services, and professional services and consulting. Offerings include AI consulting, cloud solutions, connectivity and internet solutions, cybersecurity solutions, IT assessments, IT outsourcing, and IT consulting and project engineering. Its process aligns technology solutions with organizational objectives, assesses current technology, provides education on IT best practices, develops tailored solutions, and emphasizes continuous improvement.

Category: Managed IT Services

• Outsource IT Operations
  Organizations can rely on Rehmann for managed IT support, including server and network administration and helpdesk services. Support is available by phone 24/7, and clients can also submit and track online tickets.
• Protect Systems And Data
  Cybersecurity solutions help organizations address outside threats. Related services include risk management support and assessments; a client success story also describes employee cybersecurity training and security protocols.
• Customize Solutions For Your Needs
  Collaborative solution development is designed around each organization’s challenges and goals, with technology platforms intended to adapt as requirements evolve.
• Get Expert Project Guidance
  Organizations can engage Rehmann for expert guidance on IT projects and technology systems.
• Align Technology With Goals
  Aligning technology solutions with operational objectives helps ensure that technology investments serve an organizational purpose.
• Identify IT Gaps And Risks
  An assessment helps organizations understand the health of their IT infrastructure and identify technology gaps, improvement opportunities, and vulnerabilities.
• Assess Needs And Build Knowledge
  Organizations receive an analysis of their technology landscape alongside education on IT best practices, helping them understand needs and potential areas for improvement.
• Keep Technology Modernized
  Ongoing improvement and attention to technological advancements help Rehmann modernize clients’ technology platforms.
• Get Guidance On AI
  Organizations can access consulting related to AI through Rehmann’s technology services.
• Access Cloud Solutions
  Organizations can work with Rehmann on cloud technology solutions as part of their IT needs.
• Support Connectivity Needs
  Organizations can access connectivity and internet solutions through Rehmann’s technology services.

Wealth Management

Rehmann’s network of financial advisors provides tailored strategies and comprehensive financial life planning to help clients assess their financial situation, set objectives, and plan for the future. Services include education, investment, income and cash flow, retirement, estate and legacy, and institutional retirement planning, as well as trust services and risk management and insurance. Advisors collaborate with CPAs and other specialists to address clients’ specific opportunities, goals, and risks, identify tax-saving opportunities, optimize investment portfolios, and help protect assets through trusts and estate planning.

• Coordinate Your Financial Priorities
  Work with an integrated team to connect financial planning, asset management, and risk management to your circumstances and priorities.
• Protect Assets And Plan Legacies
  Address estate, trust, and legacy considerations with planning that can help protect assets and minimize estate taxes.
• Align Investments With Your Goals
  Develop investment strategies around your objectives and get guidance on optimizing your portfolio.
• Prepare For Retirement
  Plan for retirement as part of a comprehensive financial strategy that reflects your goals and future needs.
• Identify Tax-Saving Opportunities
  Review tax considerations and explore customized planning and mitigation strategies, including tax-aware asset management and estate tax minimization.
• Coordinate Expert Financial Guidance
  Benefit from collaboration among financial planners, CPAs, and other wealth planning professionals on a plan tailored to your objectives.
• Plan Income And Cash Flow
  Bring income and cash flow needs into a broader plan aligned with your financial objectives.
• Address Financial Risks
  Consider risk management and insurance alongside your broader financial planning and asset management.
• Plan For Education Goals
  Include education goals in a financial plan tailored to your priorities and circumstances.
• Address Institutional Retirement Needs
  Access retirement plan services as part of Rehmann’s wealth management offering.
• Access Trust Services
  Include Rehmann trust services in your broader wealth planning and asset protection approach.