# Rea Business Advisors: Let's Build Together

> Discover expert accounting and business advisory solutions at Rea\. With a trusted team of advisors, we support businesses in achieving financial success\.

Generated by Yoast SEO v28.2, this is an llms.txt file, meant for consumption by LLMs.

## Pages
- [Accounting and Advisory Services for Golf Clubs, Country Clubs, Yacht Clubs, and Private Membership Clubs](https://reaadvisory.com/not-for-profit-clubs-associations/)
- [Accounting and Advisory Services for Churches and Faith\-Based Organizations](https://reaadvisory.com/not-for-profit-churches-faith-based-organizations/)
- [About Us](https://reaadvisory.com/about-us/)
- [Services](https://reaadvisory.com/services/)
- [Industries](https://reaadvisory.com/industries/)

## Events
- [Reading the Scoreboard: How to Understand Your Financial Statements](https://reaadvisory.com/events/reading-the-scoreboard-how-to-understand-your-financial-statements/): Most business owners check their bank balance, glance at the bottom line, and call it a day\. But that's not reading your financials\. That's guessing\. In this session, two of Rea's accounting specialists walk you through the 3 core financial statements line by line, in plain English\. You'll learn what to look at first, which numbers actually matter, and how to use benchmarking and trend analysis to turn your reports into a decision\-making tool for your business or non\-profit\.
- [The Cash Flow Playbook: How to Forecast \& Manage Your Cash Wisely](https://reaadvisory.com/events/the-cash-flow-playbook-how-to-forecast-manage-your-cash-wisely/): 82% of business failures are tied to cash flow problems\. But here's the part most people miss: the biggest cash flow risk isn't losing money\. It's being profitable on paper and still not being able to make payroll\.

On the other end, businesses sitting on surplus cash face a different challenge: knowing what to do with it\. This session covers both sides\.
- [Financial Fluency for Business Owners: Accounting Fundamentals That Drive Better Decisions](https://reaadvisory.com/events/accounting-fundamentals-that-drive-better-decisions/): Messy charts of accounts, inconsistent transaction coding, and financial statements that nobody trusts enough to make decisions from\. In this session, two of Rea’s accounting advisors break down the fundamentals that every business owner and finance team member needs to get right, starting with the terms, the statements, and the habits that keep your books accurate and useful\.
- [Not for Profit Symposium](https://reaadvisory.com/events/nfp-symposium-event-2026/): Join us for a morning of meaningful connections and actionable insights designed specifically for Ohio's not\-for\-profit leaders\. This complimentary half\-day symposium brings together the region's most forward\-thinking NFP executives, board members, and advisors to address the challenges and opportunities shaping your sector\.
- [Sales \& Use Tax for Contractors: The Mistakes That Cost Six Figures](https://reaadvisory.com/events/sales-use-tax-for-contractors-the-mistakes-that-cost-six-figures/): A contractor won a job, signed the contract, and discovered 30 days later that their sales tax was wrong\. The exposure: over $300,000\.



## Industries
- [Not\-For\-Profit](https://reaadvisory.com/industries/not-for-profit/): Do your financial reporting tools help your organization fulfill its mission in the communities you serve? Let us help your nonprofit take full advantage of the tax exemptions it's entitled to receive\.
- [Manufacturing \& Distribution](https://reaadvisory.com/industries/manufacturing/): You have to navigate a lot of hurdles to keep your business compliant and running strong\. Tax prep and planning, financial statement reviews, audits, and even succession planning shouldn’t slow you down\. 
- [Construction \& Real Estate](https://reaadvisory.com/industries/construction-real-estate-accounting-services/): Whether your business is general contracting, subcontracting, home building, electrical, HVAC or building highways and bridges, you have specific needs for financial information and reporting\. We’ve got you covered\.
- [Government](https://reaadvisory.com/industries/government-contract-accounting/): The strongest agencies are those that establish and maintain strong policies, internal controls and financial reporting practices\. What are you doing to reinforce your credibility as a community leader?
- [Dental](https://reaadvisory.com/industries/dental/): When you invite dental industry experts, skilled accountants and business consultants to join your advisory team, building and sustaining a healthy, profitable practice comes naturally\. And that’s worth smiling about\.

## Insights
- [How to Protect Your Club's 501\(c\)\(7\) Status as Non\-Member Revenue Grows](https://reaadvisory.com/insight/how-to-protect-your-clubs-501c7-status-as-non-member-revenue-grows/): The IRS has historically applied two revenue guidelines to 501\(c\)\(7\) organizations: no more than 35% of gross receipts from sources outside the membership, and no more than 15% from use of facilities by the general public\. Exceeding either threshold increases IRS scrutiny and may place exempt status at greater risk depending on the facts and circumstances\.
Non\-member revenue often grows incrementally, crossing these guidelines before finance committees develop the forecasting and monitoring processes needed to catch it\.
- [Ohio's 2026 Back\-to\-School Sales Tax Holiday: What's Different This Year](https://reaadvisory.com/insight/ohios-2026-sales-tax-holiday/): Ohio retailers who got comfortable with last year's expanded sales tax holiday will want to pay close attention this summer\. The 2026 holiday is scaled back to the original back\-to\-school format, and the details matter more than they might seem to at first glance\.

Back to the Basics

For 2026, Ohio's sales tax holiday covers three narrower categories: clothing priced at $75 or less per item, school supplies priced at $20 or less per item, and school instructional materials priced at $20 or less per item\. There's no expanded exemption for purchases under $500, and no exemption for food sales or business\-to\-business transactions\. This year, the holiday is built for individual consumers buying qualifying items, full stop\.
- [Benefit Insights \| Fall 2023](https://reaadvisory.com/insight/benefit-insights-fall-2023/): On November 1, 2023, the IRS announced the Cost of Living Adjustments \(COLAs\) affecting the dollar limitations for retirement plans for 2024\. In October, the Social Security Administration announced a modest benefit increase of 3\.2%\. Retirement plan limits also increased over the 2023 limits\. Keep reading to learn more\.
- [Benefit Insights \| Fall 2024](https://reaadvisory.com/insight/benefit-insights-fall-2024/): The Fall 2024 Benefits Insights newsletter outlines key 2025 retirement plan adjustments, including increased elective deferral limits \($23,500\), new catch\-up contribution options for ages 60\-63, and guidelines for timely deposits and Required Minimum Distributions\. The newsletter also provides important compliance deadlines for plan administrators\. Keep reading to learn more\.
- [Benefit Insights \| Spring 2024](https://reaadvisory.com/insight/benefit-insights-spring-2024/): These provisions allow an employer to withhold deferrals from the employee's pay without the employee making an election\. By utilizing automatic enrollment, an employer can boost participation while simultaneously simplifying the enrollment process\.

## Locations
- [Cleveland](https://reaadvisory.com/location/cleveland/)
- [Corporate Headquarters](https://reaadvisory.com/location/administration-hq/)
- [Medina](https://reaadvisory.com/location/medina/)
- [Tampa](https://reaadvisory.com/location/tampa/)
- [Zanesville](https://reaadvisory.com/location/zanesville/)

## People
- [Jennifer Stern](https://reaadvisory.com/biography/jennifer-stern/)
- [Steve Devich](https://reaadvisory.com/biography/steve-devich/)
- [Becky Boyd](https://reaadvisory.com/biography/becky-boyd/)
- [Cassidy Collins](https://reaadvisory.com/biography/cassidy-collins/)
- [Janet Panebianco](https://reaadvisory.com/biography/janet-panebianco/)

## Services
- [Retirement Plan Consulting](https://reaadvisory.com/services/retirement-plan-services/): Small\- to mid\-sized retirement plans have unique needs\. We provide the plan design, customer service, expert insight and peace of mind you're looking for\.
- [Accounting \& CFO Services](https://reaadvisory.com/services/accounting-cfo-services/)
- [Accounting Technology \& Implementation](https://reaadvisory.com/services/accounting-technology-implementation/)
- [Tax\-Ready Accounting](https://reaadvisory.com/services/tax-ready-accounting/)
- [Fractional CFO Services](https://reaadvisory.com/services/fractional-cfo-services/)

## Divi Areas
- [Sales Tax Holiday Webianr](https://reaadvisory.com/divi-area/sales-tax-holiday-webianr/)
- [Dental Assessment](https://reaadvisory.com/divi-area/dental-assessment/)
- [NFP Article Pop Up](https://reaadvisory.com/divi-area/nfp-article-pop-up/)
- [Apply Now](https://reaadvisory.com/divi-area/apply-now/)

## Categories
- [Uncategorized](https://reaadvisory.com/category/uncategorized/)

## Tags
- [ARCIS\_Ohio\_Office](https://reaadvisory.com/tag/arcis_ohio_office/)
- [ARCIS\_North\_Carolina\_Office](https://reaadvisory.com/tag/arcis_north_carolina_office/)
- [Strategic IT](https://reaadvisory.com/tag/strategic-it/)
- [Tech Tips](https://reaadvisory.com/tag/tech-tips/)

## Packs
- [Divi Areas](https://reaadvisory.com/layout_pack/divi_area/)

## Type
- [row](https://reaadvisory.com/layout_type/row/)
- [layout](https://reaadvisory.com/layout_type/layout/)
- [module](https://reaadvisory.com/layout_type/module/)
- [section](https://reaadvisory.com/layout_type/section/)

## Module Width
- [regular](https://reaadvisory.com/module_width/regular/)

## Scope
- [not\_global](https://reaadvisory.com/scope/not_global/)

## Featured
- [Yes](https://reaadvisory.com/featured/yes/)

## Industries
- [Manufacturing](https://reaadvisory.com/industry/manufacturing/)
- [Not\-for\-Profit](https://reaadvisory.com/industry/not-for-profit/)
- [Construction](https://reaadvisory.com/industry/construction/)
- [Government](https://reaadvisory.com/industry/government/)
- [Tax](https://reaadvisory.com/industry/tax/)

## Insight Tags
- [Business Advice](https://reaadvisory.com/insight-tag/business-advice/)
- [Business Planning](https://reaadvisory.com/insight-tag/business-planning/)
- [Small Business](https://reaadvisory.com/insight-tag/small-business/)
- [Accounting](https://reaadvisory.com/insight-tag/accounting/)
- [Tax](https://reaadvisory.com/insight-tag/tax/)

## Insights
- [Article](https://reaadvisory.com/tax_insights/article/)
- [PR](https://reaadvisory.com/tax_insights/pr/)
- [Newsletter](https://reaadvisory.com/tax_insights/newsletter/)
- [Other Stuff](https://reaadvisory.com/tax_insights/other-stuff/)
- [Client Testimonial](https://reaadvisory.com/tax_insights/client-testimonial/)

## Main Page
- [Yes](https://reaadvisory.com/main-industries/yes/)
- [No](https://reaadvisory.com/main-industries/no/)

## Offices
- [Dublin](https://reaadvisory.com/tax_office/dublin/)
- [Wooster](https://reaadvisory.com/tax_office/wooster/)
- [Cleveland](https://reaadvisory.com/tax_office/cleveland/)
- [New Philadelphia](https://reaadvisory.com/tax_office/new-philadelphia/)
- [Millersburg](https://reaadvisory.com/tax_office/millersburg/)

## Positions
- [Not\-For\-Profit Leader](https://reaadvisory.com/tax_position/not-for-profit-industry-leader/)
- [Recruiting Team](https://reaadvisory.com/tax_position/recruiting/)
- [Senior Manager](https://reaadvisory.com/tax_position/senior-manager/)
- [MFG/DIST Leader](https://reaadvisory.com/tax_position/manufacturing-distribution-industry-leader/)
- [CRE Leader](https://reaadvisory.com/tax_position/construction-real-estate-industry-leader/)

## Services
- [Tax](https://reaadvisory.com/tax_service/tax/)
- [Audit](https://reaadvisory.com/tax_service/audit/)
- [Accounting](https://reaadvisory.com/tax_service/accounting/)
- [Retirement Plan Consulting](https://reaadvisory.com/tax_service/retirement-plan-consulting/)
- [State and Local Taxes](https://reaadvisory.com/tax_service/state-and-local-taxes/)

## Titles
- [CPA](https://reaadvisory.com/tax_title/cpa/)
- [MBA](https://reaadvisory.com/tax_title/mba/)
- [CEPA](https://reaadvisory.com/tax_title/cepa/)
- [MT](https://reaadvisory.com/tax_title/mt/)
- [CMA](https://reaadvisory.com/tax_title/cma/)

## Optional
- [Sitemap index](https://reaadvisory.com/sitemap_index.xml)