What Rea & Associates, Inc. does

Rea & Associates, Inc. (operating as Rea Business Advisors) is a privately-held CPA and business advisory firm founded in 1938 by Richard Rea and headquartered in New Philadelphia, Ohio. The firm delivers professional services across accounting and CFO services, audit, business tax, state and local tax, employee benefit plan (ERISA) audit, retirement plan consulting, business valuation and transaction advisory, managed security and IT services (via the Rea Information Services / Rea Managed / ReaVantage sub-brands), and wealth management (via Rea Wealth). It serves clients across five primary verticals — Construction & Real Estate, Dental, Government, Manufacturing & Distribution, and Not-For-Profit — through 15 office locations spanning Ohio (13) and Florida (Sarasota and Tampa), with national-scale reach enabled by membership in the BDO Alliance USA. Revenue is generated on a fee-for-service model with project- or retainer-based pricing tailored to engagement scope; the firm employs 251-500 people, has no disclosed external or institutional investment, and has been recognized on the Accounting Today Top 100 (2026), Inside Public Accounting Top 100 (2025), and USA Today Most Recommended Tax & Accounting Firm (2026) lists. The technology footprint is primarily a traditional professional-services platform, anchored by a client portal and the ReaVantage insights/managed-IT product, with no disclosed proprietary AI or software products.

Name

Rea & Associates, Inc.

Legal name

Rea & Associates, Inc.

Website

https://reacpa.com

Company type

Private

Founded year

1938

Operating status

Operating

Headcount range

251–500 employees

Short description

Rea & Associates is a privately-held CPA and business advisory firm founded in 1938, serving mid-market clients in construction, dental, government, manufacturing, and not-for-profit sectors across 15 Ohio and Florida offices, with national reach via BDO Alliance membership.

Ownership category

akta.pro rank

Product category

Accounting & Business Advisory

NAICS

Offices of Certified Public Accountants (541211), Management Consulting Services (54161), Portfolio Management and Investment Advice (523940)

SIC

Services-Engineering, Accounting, Research, Management (8700)

akta.pro primary industry

Corporate Development & Strategic Partnerships Advisory (JVs, Alliances, Carve-outs) (BPAHAOAG)

akta.pro secondary industries

Industry-Specialist / Sector-Focused M&A Advisory (FSAEAGAJ), Financial Planning–Led RIAs (FSAAACAB), Corporate Retirement Plan Advisory RIAs (ERISA 401(k)/403(b)) (FSAAACAF), M&A Advisory (Buy-Side & Sell-Side) (BPAHAOAA)

Keywords

• Accounting services
• Tax advisory
• Audit services
• Business valuation
• Wealth management

Headquarters

HQ city

New Philadelphia

HQ country

United States

HQ region

North America

Offices15 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Professional Services - Accounting & Advisory: Rea generates revenue through fee-for-service professional services including accounting, CFO services, audit, tax preparation, business valuation, and transaction advisory. Services are billed based on scope of engagement, typically on a project or retainer basis.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

Rea & Associates, Inc. is a CPA and business advisory firm delivering fee-for-service engagements in accounting and CFO services, audit, tax (business, state and local), employee benefit plan audits (ERISA), retirement plan consulting, business valuation and transaction advisory, wealth management, and managed security and IT services. Services are organized by practice specialty and targeted to five industry verticals: construction and real estate, dental, government, manufacturing and distribution, and not-for-profit, across 15 office locations in Ohio and Florida. The firm operates under the trade name Rea Business Advisors.

Product overview

Rea Business Advisors operates as a unified professional services platform offering accounting, tax, advisory, and technology services through distinct but integrated practice areas. The portfolio includes core accounting and CFO services, audit, business valuation and transaction advisory, employee benefit plan audit, managed security and IT services (via Rea Information Services/Rea Managed IT and the ReaVantage platform), retirement plan consulting, state and local tax, business tax services, and wealth management. These services are organized by practice specialty and target industries including construction, dental, government contracting, manufacturing, distribution, and not-for-profit sectors across multiple Ohio and Florida office locations.

Differentiator

Problem solved

Functional benefit

Brands

• Rea Managed: Managed Security & IT Services
• ReaVantage
• Rea Wealth Management

Products and services

• Accounting & CFO Services Provides comprehensive accounting functions and CFO-level strategic financial guidance tailored to business needs.
• Audit Delivers audit services positioned as strategic tools for business growth and compliance.
• Business Valuation, Litigation & Transaction Advisory Offers business valuation, litigation support, and transaction advisory services to prepare businesses for transitions.
• Employee Benefit Plan Audit (ERISA) Specializes in employee benefit plan audits under ERISA requirements for retirement plan compliance.
• Managed Security & IT Services Provides managed security and IT services to ensure secure and stable technology environments for clients; offered through Rea Information Services / Rea Managed.
• Retirement Plan Consulting Delivers expert consulting for small to mid-sized retirement plans to help organizations manage employee benefits effectively.
• State and Local Tax Navigates complex state and local tax laws to help businesses protect their bottom line through strategic tax planning.
• Tax for Business Provides business tax services focused on minimizing tax burden and maximizing growth potential.
• Wealth Management Offers wealth management services for individuals and businesses seeking financial planning and investment guidance.
• ReaVantage Technology-enabled insight platform providing ongoing resource and information access for managed IT services clients, under the Rea Managed brand.

Named customers3 records

Segments5 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• BDO AlliancecoreStrategic or Co-development PartnerRea is a member of the BDO Alliance USA, a national network of CPA firms that provides additional resources, expertise, and capabilities to serve clients with complex needs across larger geographies. This alliance enables Rea to offer national-level services while maintaining local expertise and relationships.

Scale indicators2 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• BDO USA: Top-10 US accounting and advisory firm and operator of the BDO Alliance USA network of which Rea is a member. BDO serves the same mid-market and government contractor verticals at much greater scale.
• RSM US: Leading US provider of audit, tax, and consulting to middle-market companies. Competes with Rea for mid-market manufacturing, nonprofit, and government engagements across the Midwest.
• Marcum LLP: Top-20 US accounting firm offering audit, tax, and advisory services to mid-market and high-net-worth clients. Targets many of the same construction, manufacturing, and nonprofit verticals as Rea.
• Crowe LLP: Top-10 US public accounting firm with industry-focused practices in government, manufacturing, and financial services. Competes with Rea in the same mid-market audit and advisory segments.

Direct peers

• Plante Moran: Large US top-15 CPA firm with a strong Midwest footprint and deep industry specialization (manufacturing, government, nonprofit) — directly comparable to Rea's regional depth and vertical model.
• GBQ Partners: Ohio-based CPA and business advisory firm of comparable size, serving similar mid-market verticals including manufacturing, nonprofit, and government. Direct regional competitor.
• Clark Schaefer Hackett: Ohio-headquartered mid-market CPA and advisory firm with overlapping industry verticals (manufacturing, construction, nonprofit, government) and a comparable Cincinnati/Midwest footprint.
• Eide Bailly: Top-25 US regional CPA firm with a comparable mix of audit, tax, advisory, and wealth services for mid-market clients across multiple US regions. Direct peer in size and service mix.
• Whitley Penn: Texas-based mid-market CPA and advisory firm offering audit, tax, transaction advisory, and wealth management — directly comparable in service breadth and target-client segment.
• Walthall CPAs: Ohio-based CPA firm acquired by Rea in 2017; prior to the acquisition was a closely comparable peer in size, regional focus, and service offerings.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/@Rea-Advisory
• Facebookfacebook.com/reacpa
• LinkedInlinkedin.com/company/53199
• Instagraminstagram.com/lifeatrea
• Xx.com/reacpa

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A1 record

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Rea & Associates, Inc.