Morgan is a CPA and Principal at Rea, specializing in governmental auditing and accounting. With expertise in GAAS audits, single audits, and various financial statements, Morgan supervises audits for municipalities, schools, and insurance consortiums across Ohio. A graduate of the University of Akron with a Master’s from Liberty University, Morgan is a Lean Six Sigma Green Belt and speaker at the Auditor of State’s Community School Conference. Outside work, Morgan enjoys family time, classic car restoration, and Ohio State football. Morgan prioritizes client value through responsiveness and top-notch service.
Morgan Helmick
, CPA
Principal
What do clients enjoy about working with you?
Available to answer questions whenever they need assistance, efficient, dedicated to helping them solve problems and providing the best top notch customer service.
What is your favorite line from the Rea Way and why?
Value your clients. To me this means to respect them and their time, understand their operations, be a responsive problem solver for them, and provide the best possible service to them.
Professional Memberships
- Ohio Society of CPA’s
- American Institute of Certified Public Accountants
- MFOA of Northeast Ohio
Education + Credentials
- University of Akron, Bachelor’s of Science, Accounting
- Liberty University, Master’s of Science, Accounting
Areas of Expertise
- GAAS Audits
- Single Audits
- Community School Financial Statements
- School Operators Agreed Upon Procedures
- School District Financial Statements
- Municipality Financial Statements
- Governmental Accounting and Auditing
Notable Achievements
- Lean Six Sigma Green Belt
- Rea NextGen Class of 2019
- Annual Speaker at the Auditor of State’s Community School Conference
Personal Insights
Weekend Hobby: Spending time with my daughter, watching my daughter's cheer events at the High School from the sidelines, driving and working on my 78 Chevrolet C10, spending time with my two rescue dogs, and yard work around the house
Interesting Fact: Devoted Ohio State Buckeyes fan. Enjoy experimenting with new techniques of cooking on my smoker.
Fast-paced, energetic, strive for busy, enjoys laughter, easy-going, dedicated, not afraid to put the hours in that needs to complete a project, efficient, takes work personally.
Year Started with Rea
2005
Morgan works in