Accounting & CFO Services
Your financial function. Built right. Built with you.
You’ve Built Something Worth Protecting.
Let’s Make Sure the Numbers Keep Up.
You started with an idea — and somewhere between the early hustle and where you are today, the business grew. But the financial infrastructure? It might not have kept pace.
Maybe your books are always a month behind. Maybe you’re running payroll out of a spreadsheet and crossing your fingers. Maybe you’ve got a great CPA at tax time, but no one watching the numbers the rest of the year. Maybe you’re making big decisions — on hiring, on equipment, on whether to take that new contract — without real confidence in your financial picture.
That’s not a character flaw. That’s a growth problem. And it’s exactly what we’re built for.
At Rea, our Accounting & CFO Services team partners with privately held businesses — the $1M to $50M companies that are too large to fly blind but not yet ready to build a full finance department — to bring clarity, consistency, and real strategic thinking to their financial function. We don’t just close the books. We help you understand them, use them, and build on them.
What We Do
We offer a connected suite of services that can meet you where you are today and grow with you as your business evolves:
Accounting & Controller Services
Clean, accurate, monthly financials — delivered consistently and on time. We handle the day-to-day and month-end close so your numbers are always current and your CPA isn’t spending tax season untangling a year’s worth of catch-up.
Fractional CFO Services
Strategic financial leadership without the full-time price tag. Cash flow forecasting, KPI dashboards, budget development, financial analysis — your own CFO-level thinking partner, available at the right level for where your business is right now.
Tax-Ready Accounting
Financials that are clean, organized, and structured so that tax season isn’t a fire drill. We keep your books in a state that your tax team can actually work from — saving time, reducing surprises, and protecting what you’ve built.
Payroll
Accurate, on-time, fully managed. We run payroll on the platforms your business is already using, so your team gets paid right and you’re not thinking twice about compliance.
Accounting Technology & Implementation
If your systems need a fresh start, we handle that too. We implement QuickBooks Online, integrate bill pay and third-party tools, and build the infrastructure that makes everything else work — so the foundation is solid before we start building higher.
Who We Work With
We work with privately held companies — typically $1M to $50M in revenue — across industries including Construction & Real Estate, Manufacturing, Not-for-Profit, Dental and Professional Services. We work remotely, we work on cloud-based systems, and we bring the technology knowledge so you don’t have to.
Our ideal client is a growth-minded business owner who’s ready to stop guessing and start building with better information.
You’re probably a fit if any of these sound familiar:
- “Our accountant just quit and we’re scrambling.”
- “I never know where we stand on cash.”
- “Tax season is always a nightmare.”
- “We’re growing fast, but I feel like I’m flying blind.”
- “I want someone to think with me, not just process transactions.”
Industries We Serve
Why Rea
A lot of firms can do accounting. Fewer can do it well at your stage, in your industry,
with the responsiveness and consistency that actually makes a difference.
Here’s what sets us apart:
We show up.
You won’t be chasing us. Clients hear from us — proactively, consistently, and with something worth saying.
We know your industry.
You shouldn’t have to explain your world to your accounting team. We come in with working knowledge of the industries we serve.
We grow with you.
We can start with accounting and add controller oversight or CFO-level strategy as your needs evolve. You won’t outgrow us.
We use the right tools.
We build on cloud-based platforms — primarily QuickBooks Online — and handle implementation and integration so the technology works for you, not against you.
We're straight with you.
If your books need work, we’ll say so — and then we’ll get to work. No surprises. No runaround. Just honest guidance and forward momentum.
Let’s Start with a Conversation
Not sure where your accounting function stands — or what it would take to get it where it needs to be? Start with a free 30-minute Financial Clarity Conversation with one of our team members. No pitch, no pressure. Just an honest look at where you are and what’s possible.
Or reach out directly to Kate Matz, Principal and Director of Accounting & CFO Services.
Accounting & CFO Services is part of Rea — a business advisory and accounting firm dedicated to helping privately held businesses build something that lasts. Let’s build together.