Teams at Rea & Associates, Inc.

Lead new-client onboarding and transition engagements: manage historical accounting cleanup, chart of accounts redesign, data migrations, and QuickBooks Online/Bill.com implementations. Own scoping, budgets, timelines, client communication, and handoff quality while mentoring junior staff and improving standardized onboarding processes.

Oversee tax compliance, planning, and consulting; review complex tax returns; provide technical tax advice; manage engagement workflow and billing; supervise and mentor staff; ensure returns comply with federal and state regulations.

Manage and supervise audit engagements through planning, fieldwork and wrap-up. Ensure GAAP/GAAS application, validate internal controls, draft complex financial statements, mentor staff, manage budgets, billing and collections, and support business development and client relations. Provide technical research, prepare communications to management/audit committees, and ensure audit quality and methodology compliance.