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Rea

Full company profile

uuid003lbub

Namestring
Rea
Legal namestring
Rea
Websiteurl
reaadvisory.com
Company typeenum
Private
Founded yearint
1938
Descriptiontext

Rea (also operating as Rea Business Advisors and Rea & Associates) is a privately held accounting and business advisory firm founded in 1938 by Richard Rea in New Philadelphia, Ohio. The firm is led by CEO Mark McKinley and operates 15 physical offices — 13 across Ohio and 2 in Florida (Sarasota and Tampa) — alongside a secure client portal and an online payment system (rea.aiwyn.ai). It is consistently recognized among the Top 100 U.S. accounting firms by Accounting Today (2026), Inside Public Accounting (2025), and USA Today/Statista (2024), and is a member of the BDO Alliance USA.

The firm delivers a comprehensive suite of professional services across five core verticals — Construction & Real Estate, Dental, Government, Manufacturing & Distribution, and Not-For-Profit. Core service lines include Accounting & CFO Services (fractional CFO, controller services, payroll), Audit & Assurance, Business Valuation & Transaction Advisory, Employee Benefit Plan Audit (ERISA), Retirement Plan Consulting, State and Local Tax, and Tax for Business. Adjacent capabilities are housed in two wholly-owned subsidiaries: Rea Wealth (wealth management) and Rea Information Services (managed security and IT services), with a third nonprofit affiliate, The Rea Foundation, supporting community charitable work.

Rea generates revenue primarily through quote-based professional services fees tied to engagement scope and complexity, with additional recurring revenue from managed IT/security services through Rea Information Services. The firm targets a customer base spanning SMBs to enterprises, government entities, and 500+ not-for-profit organizations. Go-to-market is relationship-driven, supported by a dedicated industry-leader model (each vertical has a named Principal as Industry Leader), industry association partnerships (AGC, NAIOP, CFMA, OGFOA, AGA, MFOA), thought-leadership content, and vertical-specific events. Technology is built on commodity platforms including QuickBooks Online and Suralink-backed secure file exchange rather than proprietary AI systems.

Short descriptiontext

Rea is a privately held, founder-owned accounting and business advisory firm founded in 1938 in New Philadelphia, Ohio, with 15 offices across Ohio and Florida. It serves SMBs, enterprises, government entities, and not-for-profits in five core verticals — construction, dental, government, manufacturing, and not-for-profit — through tax, audit, advisory, and managed IT services.

Operating statusenum
Operating
Ownership categoryenum
Headcount rangeband
101–250
akta.pro rankint
HeadquartersNew Philadelphia, United States
HQ citystring
New Philadelphia
HQ countrystring
United States
HQ regionstring
North America
Markets served

Serves global market

Offices15 records

Each record includes

City, Country, Type, Description, Source

Keyword5 values
accounting services, business advisory, audit and assurance, tax planning, managed IT services
Industry2 codes
PRIMARYBPAAAGAF
Fixed Assets Accounting (Capitalization, Depreciation, Asset Register)
SECONDARYFSAEABAA
Registered Investment Advisor (RIA) Wealth Management
NAICS code2 codes
  • Offices of Certified Public Accountants541211
  • Insurance and Employee Benefit Funds5251
SIC code1 code
  • Services-Management Consulting Services8742
Product category
Accounting and Business Advisory Services
GTM motion1 record

Each record includes

Type, Description, Source

Revenue model4 records
1Professional Services Fees
TypeProfessional Services
Description

Rea generates revenue through fees for comprehensive business advisory and accounting services including tax preparation and planning, audit and assurance, business valuation, and consulting engagements. Services are priced based on scope and complexity, typically quote-based for custom engagements.

reaadvisory.com
2Managed IT Services
TypeManaged Services
Description

Through Rea Information Services (reamanaged.com), the firm provides managed security and IT services generating recurring revenue from ongoing client engagements.

reaadvisory.com
3Tax Services
TypeProfessional Services
Description

Business tax planning and compliance services including federal, state, and local tax return preparation, strategic tax planning, and tax controversy resolution.

reaadvisory.com
4Wealth Management
TypeProfessional Services
Description

Through Rea Wealth (reawealth.com), the firm offers wealth management services to complement their business advisory offerings.

reaadvisory.com
Marketing channels7 records

Each record includes

Title, Type, Stage, Description, Source

Distribution channels3 records

Each record includes

Title, Type, Scope, Target buyer, Description, Source

Cost components5 values
Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Pricing details2 tiers
1ACH/E-check payments
ModelOtherBilling cadencePay-as-you-go
Notes

No additional fees for ACH payments

reaadvisory.com
2Credit card payments
ModelTransaction based/ take rateBilling cadencePay-as-you-go
Notes

3% processing fee added to all credit card payments

reaadvisory.com
GTM typeB2B
B2B
Offering typeServices
Services
Brand1 of 3 records shown
1Rea Information Services
Description

Managed Security and IT Services division providing technology solutions

reaadvisory.com
+2 more records
Core offering1 text field

Rea is a regional accounting and business advisory firm that provides audit, tax, accounting/CFO, valuation, transaction advisory, retirement plan, state and local tax, and managed IT/cybersecurity services to privately held businesses, government entities, and not-for-profit organizations. It operates through 15 offices in Ohio and Florida with industry-specialized teams serving Construction & Real Estate, Dental, Government, Manufacturing & Distribution, and Not-For-Profit verticals. Additional offerings include wealth management (Rea Wealth) and charitable support (The Rea Foundation).

Differentiator
Functional benefit
Problem solved
Quantifiable outcome1 of 2 values shown
  • Trusted advisory services for over 500 not-for-profit organizations
+1 more record
Product overview1 text field

Rea is a business advisory and accounting firm offering a comprehensive suite of professional services through a platform-plus-specializations model. The core service portfolio includes Accounting & CFO Services (encompassing controller/accounting services, fractional CFO offerings, tax-ready accounting, and payroll management), Audit & Assurance Services, Business Valuation/Litigation & Transaction Advisory, Employee Benefit Plan Audit Services (ERISA), Retirement Plan Consulting, State and Local Tax (SALT), Tax for Business, and Managed Security & IT Services through the Rea Information Services subsidiary. These services are delivered alongside digital platforms including a Client Portal for secure document exchange and payroll access, an Online Payment System for invoice processing, and the ReaVantage resource hub providing publications like Benefit Insights and Tax Guides. Services are focused on five key industries: Construction & Real Estate, Dental, Government, Manufacturing & Distribution, and Not-for-Profit organizations.

Product and service1 record
1Accounting & CFO Services
Scale indicator4 records

Each record includes

Type, Value, Description, Source

Partnership8 partners
Strategic tierCoreTypeStrategic or Co-development Partner
Description

Rea is part of the BDO Alliance USA, a nationwide network of independently owned accounting firms that provides access to additional resources, expertise, and capabilities while maintaining local relationships.

Strategic tierMinorTypeOthers
Description

Construction industry association partnership providing networking, education, and advocacy resources for construction and real estate clients.

Strategic tierMinorTypeOthers
Description

Commercial real estate industry association partnership supporting real estate clients with industry-specific resources and networking.

Strategic tierMinorTypeOthers
Description

Financial management association for construction industry providing education and resources for financial professionals in construction.

5Ohio Contractors Association
Strategic tierMinorTypeOthers
Description

State-level construction industry association supporting Ohio contractors with advocacy and resources.

reaadvisory.com
6Ohio Government Finance Officers Association (OGFOA)
Strategic tierMinorTypeOthers
Description

Professional association for government finance officers in Ohio providing education and best practices resources.

reaadvisory.com
Strategic tierMinorTypeOthers
Description

National professional organization for government accountability and finance professionals.

Strategic tierMinorTypeOthers
Description

State association for municipal finance officers in Ohio supporting best practices and professional development.

Recent move1 record

Each record includes

Date, Type, Title, Description, Source

Expansion highlight5 records

Each record includes

Type, Description

Market position
Competitive moat5 records

Each record includes

Type, Details

Key risks6 records

Each record includes

Headline, Details, Source

Key highlights7 records

Each record includes

Headline, Details, Source

Customer concentration

Classification, Details

Named customers13 records

Each record includes

Name, Industry, Type, Use case, Source, UUID

Segment5 records

Each record includes

Title, Type, Primary, Description, Pain point addressed, Use case, Source

Ideal customer profile6 records

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
No
API detail
Has APIbool
No

Docs URL, Description

Integration2 records

Each record includes

Title, Type, Description, Source

AI maturity
App detail

Has app

Feature3 records

Each record includes

Title, Differentiator, Description, Source

Core technology
Revenue estimate
Valuation estimate
Number of profiles
Profiles15 records

Each record includes

Name, Designation, Designation category, Overview, Profile commentary, Source

Subsidiaries3 records

Each record includes

Name, Acquired on, Relationship type, Type, Business focus

No data
Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors

Each record includes

Name, Type, Date of entry, Rounds participated, Website

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

M&A

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment

Each record includes

Name, Round, Announced date, Lead investor, Website, News

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

Rea

Accounting and Business Advisory Servicesreaadvisory.com

Rea is a privately held, founder-owned accounting and business advisory firm founded in 1938 in New Philadelphia, Ohio, with 15 offices across Ohio and Florida. It serves SMBs, enterprises, government entities, and not-for-profits in five core verticals — construction, dental, government, manufacturing, and not-for-profit — through tax, audit, advisory, and managed IT services.

What Rea does

Rea (also operating as Rea Business Advisors and Rea & Associates) is a privately held accounting and business advisory firm founded in 1938 by Richard Rea in New Philadelphia, Ohio. The firm is led by CEO Mark McKinley and operates 15 physical offices — 13 across Ohio and 2 in Florida (Sarasota and Tampa) — alongside a secure client portal and an online payment system (rea.aiwyn.ai). It is consistently recognized among the Top 100 U.S. accounting firms by Accounting Today (2026), Inside Public Accounting (2025), and USA Today/Statista (2024), and is a member of the BDO Alliance USA.

The firm delivers a comprehensive suite of professional services across five core verticals — Construction & Real Estate, Dental, Government, Manufacturing & Distribution, and Not-For-Profit. Core service lines include Accounting & CFO Services (fractional CFO, controller services, payroll), Audit & Assurance, Business Valuation & Transaction Advisory, Employee Benefit Plan Audit (ERISA), Retirement Plan Consulting, State and Local Tax, and Tax for Business. Adjacent capabilities are housed in two wholly-owned subsidiaries: Rea Wealth (wealth management) and Rea Information Services (managed security and IT services), with a third nonprofit affiliate, The Rea Foundation, supporting community charitable work.

Rea generates revenue primarily through quote-based professional services fees tied to engagement scope and complexity, with additional recurring revenue from managed IT/security services through Rea Information Services. The firm targets a customer base spanning SMBs to enterprises, government entities, and 500+ not-for-profit organizations. Go-to-market is relationship-driven, supported by a dedicated industry-leader model (each vertical has a named Principal as Industry Leader), industry association partnerships (AGC, NAIOP, CFMA, OGFOA, AGA, MFOA), thought-leadership content, and vertical-specific events. Technology is built on commodity platforms including QuickBooks Online and Suralink-backed secure file exchange rather than proprietary AI systems.

Rea firmographics

Firmographics
Name
Rea
Legal name
Rea
Website
https://reaadvisory.com
Company type
Private
Founded year
1938
Operating status
Operating
Headcount range
101–250 employees
Short description
Rea is a privately held, founder-owned accounting and business advisory firm founded in 1938 in New Philadelphia, Ohio, with 15 offices across Ohio and Florida. It serves SMBs, enterprises, government entities, and not-for-profits in five core verticals — construction, dental, government, manufacturing, and not-for-profit — through tax, audit, advisory, and managed IT services.
Ownership category
akta.pro rank

Rea industry classification

Industry
Product category
Accounting and Business Advisory Services
NAICS
Offices of Certified Public Accountants (541211), Insurance and Employee Benefit Funds (5251)
SIC
Services-Management Consulting Services (8742)
akta.pro industry
PRIMARYBPAAAGAF
Fixed Assets Accounting (Capitalization, Depreciation, Asset Register)
SECONDARYFSAEABAA
Registered Investment Advisor (RIA) Wealth Management

Keywords

  • Accounting services
  • Business advisory
  • Audit and assurance
  • Tax planning
  • Managed IT services

Where Rea is headquartered

Location

Headquarters

HQ city
New Philadelphia
HQ country
United States
HQ region
North America

Offices15 records

Markets served

Rea business model

Business model
GTM type
B2B
Offering type
Services
Cost components
Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

  1. Professional Services Fees: Rea generates revenue through fees for comprehensive business advisory and accounting services including tax preparation and planning, audit and assurance, business valuation, and consulting engagements. Services are priced based on scope and complexity, typically quote-based for custom engagements.
  2. Managed IT Services: Through Rea Information Services (reamanaged.com), the firm provides managed security and IT services generating recurring revenue from ongoing client engagements.
  3. Tax Services: Business tax planning and compliance services including federal, state, and local tax return preparation, strategic tax planning, and tax controversy resolution.
  4. Wealth Management: Through Rea Wealth (reawealth.com), the firm offers wealth management services to complement their business advisory offerings.

Pricing tiers

ModelBillingPrice
OtherPay-as-you-goACH/E-check payments
Transaction based/ take ratePay-as-you-goCredit card payments

Go-to-market motion1 record

Distribution channels3 records

Marketing channels7 records

Rea product offering

Product offering

Core offering

Rea is a regional accounting and business advisory firm that provides audit, tax, accounting/CFO, valuation, transaction advisory, retirement plan, state and local tax, and managed IT/cybersecurity services to privately held businesses, government entities, and not-for-profit organizations. It operates through 15 offices in Ohio and Florida with industry-specialized teams serving Construction & Real Estate, Dental, Government, Manufacturing & Distribution, and Not-For-Profit verticals. Additional offerings include wealth management (Rea Wealth) and charitable support (The Rea Foundation).

Product overview

Rea is a business advisory and accounting firm offering a comprehensive suite of professional services through a platform-plus-specializations model. The core service portfolio includes Accounting & CFO Services (encompassing controller/accounting services, fractional CFO offerings, tax-ready accounting, and payroll management), Audit & Assurance Services, Business Valuation/Litigation & Transaction Advisory, Employee Benefit Plan Audit Services (ERISA), Retirement Plan Consulting, State and Local Tax (SALT), Tax for Business, and Managed Security & IT Services through the Rea Information Services subsidiary. These services are delivered alongside digital platforms including a Client Portal for secure document exchange and payroll access, an Online Payment System for invoice processing, and the ReaVantage resource hub providing publications like Benefit Insights and Tax Guides. Services are focused on five key industries: Construction & Real Estate, Dental, Government, Manufacturing & Distribution, and Not-for-Profit organizations.

Differentiator

Problem solved

Functional benefit

Brands

  • Rea Information Services: Managed Security and IT Services division providing technology solutions
  • Rea Wealth
  • The Rea Foundation

Products and services

  • Accounting & CFO Services

Quantifiable outcome

  • Trusted advisory services for over 500 not-for-profit organizations
  • +1 more outcomes

Companies that use Rea

Customer profile

Named customers13 records

Segments5 records

Ideal customer profiles6 records

Rea technology and API

Technology

Technology focussed No

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

Integration2 records

Feature3 records

Rea partnerships and signals

Strategic signal

Partnerships

Eight partnerships are on record, tiered core and minor.

  • BDO Alliance USAcoreStrategic or Co-development PartnerRea is part of the BDO Alliance USA, a nationwide network of independently owned accounting firms that provides access to additional resources, expertise, and capabilities while maintaining local relationships.
  • Associated General Contractors (AGC)minorOthersConstruction industry association partnership providing networking, education, and advocacy resources for construction and real estate clients.
  • NAIOP (Commercial Real Estate Development Association)minorOthersCommercial real estate industry association partnership supporting real estate clients with industry-specific resources and networking.
  • Construction Financial Management Association (CFMA)minorOthersFinancial management association for construction industry providing education and resources for financial professionals in construction.
  • Ohio Contractors AssociationminorOthersState-level construction industry association supporting Ohio contractors with advocacy and resources.
  • Ohio Government Finance Officers Association (OGFOA)minorOthersProfessional association for government finance officers in Ohio providing education and best practices resources.
  • Association of Government Accountants (AGA)minorOthersNational professional organization for government accountability and finance professionals.
  • MFOA of Ohio (Municipal Finance Officers Association)minorOthersState association for municipal finance officers in Ohio supporting best practices and professional development.

Scale indicators4 records

Recent moves1 record

Expansion highlights5 records

Rea competitors and assessment

Company assessment

Market position

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

Rea social profiles

Digital presence

Rea financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Rea leadership team

Management profile

Number of profiles

Profiles15 records

Rea subsidiaries and ownership

Company hierarchy

Subsidiaries3 records

Rea funding detail

Funding detail

Funding overview

Funding rounds

Investors

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

Rea M&A and investment

M&A and investment

M&A

Investments

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

Frequently asked questions about Rea

What does Rea do?

Rea is a regional accounting and business advisory firm that provides audit, tax, accounting/CFO, valuation, transaction advisory, retirement plan, state and local tax, and managed IT/cybersecurity services to privately held businesses, government entities, and not-for-profit organizations. It operates through 15 offices in Ohio and Florida with industry-specialized teams serving Construction & Real Estate, Dental, Government, Manufacturing & Distribution, and Not-For-Profit verticals. Additional offerings include wealth management (Rea Wealth) and charitable support (The Rea Foundation).

Is Rea a public or private company?

Rea is a private company. It is classified as founder individual operated bootstrapped and is currently operating.

When was Rea founded?

Rea was founded in 1938. It employs 101 to 250 people.

Where is Rea based?

Rea is headquartered in New Philadelphia, United States, in the North America region.

How does Rea make money?

Four revenue lines are on record. Professional Services Fees are the primary driver. The others are managed IT Services, tax Services and wealth Management.

Does Rea have an API?

No public API is recorded for Rea.

What industry is Rea in?

Rea's product category is Accounting and Business Advisory Services. Its primary akta.pro industry code is BPAAAGAF, Fixed Assets Accounting (Capitalization, Depreciation, Asset Register), with a secondary code of FSAEABAA, Registered Investment Advisor (RIA) Wealth Management. Its NAICS code is 541211 and its SIC code is 8742.

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