Client Advisory Services

Outsourced Accounting, Virtual Fractional Controller and CFO services help you lay a solid financial foundation, combining innovative technology with dedicated support to help your business thrive.

Building Financial Foundations for Tomorrow’s Success 

Focus on Your Business, We’ll Handle the Numbers.

Let’s build your success together. While you focus on what drives your business forward, we’ll take care of the accounting—efficiently and accurately. Leave the financials to us, so you can lead, innovate, and grow.

 

Core Solutions That Build Your Business

  • Outsourced Accounting: Transform your financial operations with timely, accurate record-keeping that gives you confidence in your numbers
    • Full-service bookkeeping
    • Accounts payable / bill pay
    • Accounts receivable / invoicing
    • Cash flow management
    • Sales tax filings
    • Month-end closing and reconciliations
  • Virtual Fractional Controller Services: Strengthen your financial management with expert oversight, ensuring accuracy and accountability across all financial processes
    • Financial statements
    • Financial review meetings
    • Accounts receivable / invoicing
    • Month-end closing and reconciliations
    • Year-end audit readiness
  • Virtual Fractional CFO Services: Access strategic financial leadership and insights without the full-time investment
    • Annual budgets
    • Quarterly forecast updates
    • Cash forecasting and improvement
    • Financial dashboards & KPIs
    • Financial reporting & analysis
    • Oversee financial and accounting functions

Our Building Process 

  1. Discovery Meeting: We listen to understand your challenges and vision for the future 
  2. Blueprint Development: Together, we design a service package tailored to your goals 
  3. Smooth Implementation: We integrate seamlessly with your current systems and processes 
  4. Ongoing Partnership: Regular collaboration ensures we’re building toward your success 

The Rea Advantage 

  • Tailored Partnerships: We design solutions that align perfectly with your unique business needs, from emerging enterprises to established companies 
  • Technology-Forward Approach: Access real-time insights through cloud-based solutions and customizable dashboards that keep you connected to your finances 
  • Dedicated Team Connection: Work with a consistent team that truly understands your business and industry landscape 
  • Smart Resource Management: Gain comprehensive financial support without the overhead of an in-house department 
  • Growth-Focused Strategy: Free yourself to focus on building your business while we strengthen your financial foundation  

Ready to Build Something Great? 

Let’s connect and discuss how our Client Advisory Services team can help construct the financial future you envision. 

Frequently Asked Questions 

Who is the ideal client for Client Advisory Services? 

Client Advisory Services is designed for growing businesses that need professional financial support but may not require (or want) a full-time accounting department. We work with: 

  • Businesses with revenues between $1-50 million 
  • Companies experiencing rapid growth 
  • Organizations looking to streamline their accounting processes 
  • Businesses seeking strategic financial guidance 
  • Companies wanting to leverage modern accounting technology 

What makes CAS different from hiring in-house staff? 

Working with our CAS team provides several advantages over maintaining an in-house accounting department: 

  • Access to an entire team of professionals with diverse expertise 
  • No overhead costs associated with full-time employees 
  • Consistent coverage (no gaps due to vacation or turnover) 
  • Built-in scalability as your business grows 
  • Implementation of best practices and strong internal controls 
  • Regular technology updates without additional investment 

What technology solutions do you use? 

We build your financial infrastructure using industry-leading cloud-based platforms: 

  • Core accounting software (QuickBooks Online, Restaurant365) 
  • Bill payment (BILL) 
  • Expense management tools (BILL Spend & Expense) 
  • KPI dashboards (Reach) 

 The specific mix of technologies is tailored to your business needs and integrated seamlessly with your existing systems. 

How are services priced? 

Our services are structured in tiered packages to accommodate different business needs and budgets. Each tier includes a core set of services with the ability to add specialized solutions as needed. [View our detailed pricing packages] 

What level of support can I expect? 

You’ll work with a dedicated team that includes: 

  • A primary relationship manager 
  • Staff accountants for day-to-day operations 
  • Advisory professionals for strategic guidance 
  • Onboarding specialist to ensure a smooth transition and setup 

We establish regular check-ins and maintain clear communication channels to ensure responsive support for your business needs. 

How do we get started? 

Beginning your partnership with Rea is straightforward: 

  1. Schedule an initial consultation to discuss your needs 
  2. Review our service packages and select the best fit 
  3. Complete our onboarding questionnaire 
  4. Meet your dedicated team 
  5. Begin the transition of services 

What industries do you serve? 

While our solutions can be customized for any industry, we have deep experience serving: 

  • Restaurant
  • Dental 
  • Veterinarian 
  • Professional Services  

How long does implementation take? 

Typical implementation timelines range from 2-6 weeks, depending on: 

  • The complexity of your current systems 
  • The scope of services selected 
  • Your team’s availability for transition meetings 
  • The current state of your financial records 

We build a detailed transition plan to ensure a smooth handoff of responsibilities. 

Our Service Leaders

Kate Matz

Kate Matz

Principal, Director of Client Advisory Services

Mike Lewis

Client Advisory Services Lead

Client Advisory Services Insights