Not-For-Profit

Your mission drives positive change in your community. Our mission is to help you maximize your impact. At Rea, we partner with not-for-profit organizations to build strong financial foundations that support long-term sustainability and growth.

Trusted Advisory Services for Over 500 Organizations, Foundations & Trade Associations

Let’s Build Your Financial Future

Every dollar matters when you’re serving others. Our dedicated not-for-profit team brings specialized experience working alongside organizations like yours, helping to:

- Strengthen financial transparency and donor trust
- Maximize tax exemptions and compliance
- Support informed board decision-making
- Enhance operational efficiency
- Safeguard your organization’s assets

Core Services Built Around Your Needs

Financial Foundation

- Comprehensive audits and reviews
- Enhanced financial reporting
- Internal control review & structuring
- Strategic tax preparation and planning
- Net asset classification guidance
- Revenue recognition compliance

Operational Excellence

- Accounting & bookkeeping
- Internal financial reporting & data analytics
- Budgeting & forecasting
- Investment policy development

Additional Support Services

- Retirement plan consulting & audits
- Comprehensive IT solutions
- Managed services
- Cybersecurity risk assessment
- IT controls review
- Incident response
- Payroll services

Building Trust Through Knowledge

We’re committed to being a true partner in your success. Our team provides:

- Regular insights on not-for-profit best practices
- Board education and training
- Access to specialized resources:
  - 990 Preparation Checklist
  - Policy Development Guidelines
  - Sample Governance Documents

Let’s Build Your Vision Together

Your organization makes our communities stronger. We’d welcome the opportunity to help you build an even greater impact. Connect with our not-for-profit team to explore how we can support your mission.

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At Rea, we believe in building relationships that last. Our approach combines specialized industry knowledge with a genuine commitment to your organization’s success. Let’s work together to create the financial foundation that will support your vision for years to come.

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