Archives: Insights
May 27, 2024
Article
Building Your Budget: Moving Forward & Putting It All Together
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 organization’s financial health. We’ll discuss strategies for allocating resources, making informed decisions, and addressing challenges that may arise during the budgeting process. No matter what type and size business you’re managing, the principles and techniques covered here will help you create a budget that sets you on a path to success.
May 13, 2024
Article
Harnessing Data for Business Success: How Data Warehousing and Power BI Drive Growth
This article explores how integrating a robust data warehouse with Microsoft’s Power BI can streamline your data analysis, enhance business intelligence, and drive strategic decisions that lead to sustained business growth. Join us as we delve into the mechanics of data warehousing, the benefits of Power BI, and how their combined effort can revolutionize your approach to data management.
Article
Become a Profitable Powerhouse: Financial Strategies for Manufacturing
In manufacturing, navigating financial complexities to support profitability and growth can be challenging. But with the right strategies, you can enhance your bottom line and set your business up for long-term success. Here's how:
Article
How AI Can Transform Operations in Not-for-Profit Organizations
Efficiency and efficacy are necessities for survival and growth in not-for-profit organizations. As technology advances, artificial intelligence (AI) emerges as a powerful ally in enhancing these aspects. Not-for-profits, often strapped for resources, stand to gain significantly from integrating AI into their workflows.
Events
Legacy in Progress: The Essential Guide to Exit Planning (Wooster)
Are you a business owner looking to secure the future of your company? Don’t miss out on this invaluable opportunity to gain insights into the intricate world of exit planning. At this event hosted by Rea & Associates, you’ll hear from industry specialists who will guide you through the exit planning process, covering crucial aspects … Continued
Events
Mastering Ohio Medicaid School Program: Insights and Strategies for School District Professionals
Are you a treasurer or special education professional looking to further your understanding of compliance with the Ohio Medicaid School Program (MSP)? Look no further! Rea & Associates invites you to a comprehensive event tailored just for you.
May 29, 2024
Newsletter
Plain & Simple | Spring 2024
As we approach the second half of 2024, I am pleased to report that the US economy entered the year on a strong footing. Multiple indicators of business activity, labor markets, sentiment, and inflation have been moving in a favorable direction. However, we must remain vigilant of headwinds such as rising consumer debt and elevated interest rates that may temper economic growth. As mentioned in our earlier edition, I see this year as one of renewed potential, with the economy regaining its footing and businesses poised for growth, despite uncertainties surrounding new tax policies and the upcoming election.
May 9, 2024
Newsletter
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.
Jun 3, 2024
Other Stuff
Koontz & Parkin joins Rea & Associates FAQs
Rea & Associates offers services far beyond that of a traditional accounting firm, including information services, managed IT, retirement plan consulting, wealth management solutions, as well as valuation and transaction advisory services.
May 23, 2024
PR
Rea & Associates’ Becca Johns Inducted into the Association for Accounting Marketing Hall of Fame
Rea & Associates, Inc., a leading CPA and consulting firm, is proud to announce that Becca Johns, Director of Practice Growth, has been inducted into the Association for Accounting Marketing (AAM) Hall of Fame. This prestigious honor, the highest in accounting marketing and growth, was presented to Becca during AAM's Annual Summit.