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Building Your Budget: Moving Forward & Putting It All Together

Building Your Budget: Moving Forward & Putting It All Together

by Mindy Gallman | May 27, 2024

Welcome to the second installment of our Comprehensive Budget Series. Previously we explored the why, when, and how of budgeting. In this article, we’ll focus on the practical steps involved in building a budget that aligns with your goals and supports your...
Metrics That Matter: Assessing Your Not-for-Profit’s Fundraising Health

Metrics That Matter: Assessing Your Not-for-Profit’s Fundraising Health

by Ben Antonelli | Jun 10, 2024

Effective fundraising is critical for many not-for-profit organizations to fully fund their programs and execute the mission. But how do you know if your fundraising efforts are effective, and you are using the best strategy? Analyzing key fundraising metrics can...
Cybersecurity Essentials for Protecting Your Employee Benefit Plans

Cybersecurity Essentials for Protecting Your Employee Benefit Plans

by Kealey Bricker | Jun 12, 2024

Employee Benefit Plans (EBPs) play a crucial role in securing the future of millions of workers. However, with the rising tide of cybersecurity threats, these plans are increasingly vulnerable to attacks that could compromise sensitive data and assets. Understanding...
The Hidden Cost of Doing Business in Multiple States: A Tax Perspective

The Hidden Cost of Doing Business in Multiple States: A Tax Perspective

by Joseph Popp | Jun 14, 2024

As a business owner, expanding your operations into new states can be an exciting prospect. However, with growth comes new responsibilities, including the obligation to file taxes in those states. Unfortunately, not all businesses are aware of the potential pitfalls...
Mastering Inventory Management: The Key to Manufacturing Success

Mastering Inventory Management: The Key to Manufacturing Success

by Andrew Geiser | Jun 17, 2024

Inventory management is a critical component that can make or break a company’s success when it comes to manufacturing. Effective inventory management ensures that you have the right materials, in the right quantities, at the right time, and in the right place....
Ohio’s Extended Tax-Free Holiday: What Restaurants and Businesses Need to Know

Ohio’s Extended Tax-Free Holiday: What Restaurants and Businesses Need to Know

by Joseph Popp and Kathy LaMonica | Jul 9, 2024

This summer, the Buckeye State is rolling out an expanded tax-free holiday that promises to boost sales and offer substantial savings. But there are also some challenges that businesses should be aware of. From July 30 to August 8, 2024, Ohio will suspend sales tax on...
Beyond Good Intentions: Mastering Internal Controls for Mission Success

Beyond Good Intentions: Mastering Internal Controls for Mission Success

by Chris Roush | Jul 10, 2024

As a not-for-profit leader, you’re passionate about your mission. But to effectively serve your community, you need solid internal controls. Let’s dive into practical steps to protect your organization and enhance its financial integrity. The Importance of...
Securing Your Business Legacy: The Essential Guide to Exit Planning

Securing Your Business Legacy: The Essential Guide to Exit Planning

by Paul Weisinger | Jul 11, 2024

As a business owner, you’ve poured your heart and soul into building your company. But have you given thought to what happens when it’s time to step away? Exit planning is a crucial step that many entrepreneurs overlook, often until it’s too late....
Unraveling the Nexus Knot: Why Your Business Can’t Afford to Ignore State Tax Connections

Unraveling the Nexus Knot: Why Your Business Can’t Afford to Ignore State Tax Connections

by Joseph Popp | Jul 12, 2024

Imagine this: Your small manufacturing company just landed a lucrative contract with a client in another state. You’re thrilled about the growth opportunity, but unbeknownst to you, this single deal has just triggered tax obligations in a state where...
The Hidden Threat to Your Construction and Real Estate Profits: ACH Fraud Exposed

The Hidden Threat to Your Construction and Real Estate Profits: ACH Fraud Exposed

by John Kurtin | Jul 15, 2024

Cybercriminals are increasingly targeting the construction and real estate industry. One of the most prevalent threats? ACH fraud. Here’s what you need to know to protect your business: Key Takeaways: ACH fraud cost businesses over $1.2 billion in 2021...
Ensuring Accountability: The Vital Role of Audits and Reviews in Not-for-Profit Organizations

Ensuring Accountability: The Vital Role of Audits and Reviews in Not-for-Profit Organizations

by Cathy Roche | Aug 16, 2024

Accountability stands as a cornerstone principle, essential for maintaining trust with donors, stakeholders, and the broader community in any not-for-profit. At the heart of ensuring this accountability lies audits and reviews, critical processes that provide...
Tax Planning Engineered for Profit: Smart Moves for Business Owners

Tax Planning Engineered for Profit: Smart Moves for Business Owners

by Daniel Scott | Aug 22, 2024

You are probably getting lots of advice on how to run your business. But what if thinking ahead for year-end tax planning makes the difference in how successful your year can be? This could be the key to putting more money back into your business and setting yourself...
Mastering Your Finances: A Guide to Living Within Your Budget

Mastering Your Finances: A Guide to Living Within Your Budget

by Mindy Gallman | Aug 26, 2024

As we conclude our budgeting series, it’s time to bring together all the insights and strategies we’ve discussed to help you achieve financial mastery. Living within a budget is not just about limiting spending; it’s about empowering yourself and business to make...
Mastering Donor Relations: The Key to Sustainable Fundraising Success

Mastering Donor Relations: The Key to Sustainable Fundraising Success

by Mark Beebe | Sep 13, 2024

Fundraising is the lifeline of not-for-profit organizations, from small community groups to large foundations. While securing initial donations is crucial, the real challenge often lies in donor retention—transforming one-time gifts into regular contributions and...
Investing in Your Dream: How Dental CPAs Can Empower Practice Success

Investing in Your Dream: How Dental CPAs Can Empower Practice Success

by Lauren Holt | Sep 16, 2024

Congratulations! You’re considering taking the leap into practice ownership. It’s an exciting time, filled with possibilities – and, let’s face it, a fair share of uncertainties. As you embark on this journey, you might wonder, “Why do I need a...
Urgent Alert: Protect Your Finances from Two Recent Tax Fraud Schemes

Urgent Alert: Protect Your Finances from Two Recent Tax Fraud Schemes

by Kaitlyn Robison | Sep 17, 2024

We’ve recently become aware of two recent tax fraud schemes targeting businesses across the country. As your trusted advisors, we want to ensure you have the information needed to protect your business and personal data.  Form 5102 Scam: Fake Beneficial...
Navigating the Tax Maze: Why Not-For-Profits Need to Think Like For-Profits

Navigating the Tax Maze: Why Not-For-Profits Need to Think Like For-Profits

by Adam Schultz | Oct 10, 2024

As a not-for-profit leader, you’re passionate about your mission. You’re changing lives, improving communities, and making the world a better place. But here’s a curveball you might not have seen coming – when it comes to taxes, your...
4 Misconceptions About Working with a CPA Firm: What You Need to Know

4 Misconceptions About Working with a CPA Firm: What You Need to Know

by Joseph Popp | Oct 11, 2024

Clear communication is essential in any professional partnership. Whether you’re working with our firm or considering hiring another CPA, understanding these key points can help you get the most out of this important relationship. 1. Once I hire a CPA firm, they...
Decoding Dental Success: Unlocking Your Financial Statement’s Potential

Decoding Dental Success: Unlocking Your Financial Statement’s Potential

by Lauren Holt | Oct 14, 2024

Did we lose you at “financial statement”? What may seem like a dull document could be the secret weapon to skyrocket your practice’s success. Let’s take a step back.   Let’s think about this from a different perspective. Think of the dashboard of your car. Your car’s...
Cash Flow Forecasting: Your Key to Financial Success

Cash Flow Forecasting: Your Key to Financial Success

by Ryan Brickwood and Mindy Gallman | Nov 11, 2024

If you’re running a business in manufacturing, you’re no stranger to the challenges of managing finances. But here’s a question: Are you giving your cash flow the attention it deserves? If not, you might miss one of the most powerful tools in your...
Simplifying Retirement Savings for Your Employees: Roth vs. Traditional 401(k) Plans Explained

Simplifying Retirement Savings for Your Employees: Roth vs. Traditional 401(k) Plans Explained

by Paul McEwan (retired) | Nov 11, 2024

As an employer, you recognize that choosing a retirement plan for your employees is a pivotal step in securing their financial well-being. One of the key decisions they’ll face on this journey is choosing between a Roth and a traditional pretax 401(k). We...
Hurricane Disaster Relief: Quick Reference Guide to Maximize Tax Benefits

Hurricane Disaster Relief: Quick Reference Guide to Maximize Tax Benefits

by Kaitlyn Robison | Nov 12, 2024

Recent hurricanes impacting Florida and several other states have created significant challenges for residents and businesses. Rea is committed to helping you understand and maximize the information available for tax relief and assistance programs. Here’s a...
New Ohio Legislation Reshapes the Business Landscape for Dental Practices

New Ohio Legislation Reshapes the Business Landscape for Dental Practices

by Annie Yoder | Nov 13, 2024

As business advisors serving Ohio’s dental community, we’re seeing a significant shift in how dental practices will operate and grow, thanks to recent legislative changes. Senate Bill 40, signed into law by Governor Mike DeWine, introduces two...
Protecting Your Mission: A Not-for-profit Leader’s Guide to Risk Assessment

Protecting Your Mission: A Not-for-profit Leader’s Guide to Risk Assessment

by Ben Antonelli | Nov 15, 2024

Every not-for-profit has a story worth protecting. While daily operations and program delivery often take center stage, implementing strategic risk assessment practices can transform your organization’s ability to serve and grow. Understanding and managing...
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