*Show us you've read the newsletter! View the images and double click the email in your inbox to open it in a separate window. To view images, right click and select "download pictures." |
|
Rea's 2022 Financial & Client Report Proves Bright Future Ahead
As we begin a new fiscal year (FY), let’s take a look back on what we achieved in terms of our client and financial growth in FY 2022. CEO Mark McKinley shared this overview during his firm update at Rea’s Firm Retreat last week. Stay in the know by reviewing the numbers and our plan to reach $90M by 2024.
|
|
Did You Miss Rea's 2022 Spotlight Award Winners?
The best part of retreat is our firm awards ceremony, because we get to celebrate YOU and your hard work. Watch our 2022 Spotlight Award videos again or for the first time to celebrate this year's recipients.
|
|
Congratulations To Our Excellence Bonus Recipients
Each year, excellence bonuses are a way for us to recognize team members who go above and beyond for the firm, their clients or the Rea team. Congratulations to all of our team members who received an excellence bonus this year.
|
|
|
Review What You Learned In Your Breakout Sessions
We hope you walked away from our retreat breakout sessions with an enhanced sense of purpose and knowledge to help move the firm forward. If you’d like to review the concepts from your breakout sessions, you can access the presentations here on ReaNet.
|
|
INVP Is Next To Merge Into Rea
We're pursuing a deal to own 100% of
Investment Partners (INVP), LTD, effective January 2023. Rea has been a strategic partner of INVP's for years as they've helped clients achieve their financial goals. This merger will place INVP’s services directly under Rea's umbrella of offerings. Stay tuned for more information about our merger. This news is meant for Rea employees only. Please keep it confidential until it’s shared publicly.
|
|
Gregory Begins Role As Rea's Northeast Regional President
As of Nov. 1, 2022, due to Rick Lash's upcoming retirement, Paul Gregory is the new regional president of the Northeast region. Since joining the firm four years ago, Paul has been focused on growing our team, supporting our people development and generating new business across the region and in the Amherst office. His leadership skills, passion for exceptional client service and commitment to our people, will enable him to be successful in his new role.
|
|
Contact Tracing Code In STAR Discontinued As of Nov. 1
Effective Nov. 1, the finance department has discontinued the code for contact tracing in STAR. If you're using this code to track when you work from home, with regard to the tax refund, please begin tracking those days on your personal calendar for your records. Contact Tammy Haney, controller, with questions.
|
|
Client Support; Inflation Reduction Act Means New & Modified Credits
Do you have a small-business owner client, or a client that may be impacted by the Inflation Reduction Act of 2022? Help educate them using this sample letter, provided by Judy Mondry, principal. The letter informs clients of the new and modified credits in the act.
|
|
Powerful Research Drives Our 401k Plan’s Design
Each month, we’re sharing information about Rea’s 401(k) plan to educate you and answer questions. This month, Paul McEwan, director of Rea's benefit plan services, discusses automatic enrollment and escalation features in Rea's 401k plan and the research behind it.
|
|
Suttie Joins LeaseCrunch In Software Selection Discussion
Earlier this week, Jim Suttie, principal, joined LeaseCrunch, a lease accounting software, in a webinar on the benefits of using the software for staff and clients. Jim spoke specifically on the new lease standard and our software selection.
|
|
OSCPA Fall ADVANCE and Town Hall Sessions Are Free To You
Join The Ohio Society of CPAs (OSCPA) at their Fall ADVANCE sessions on Nov. 15 and Nov. 18, and their Town Hall on Dec. 15. These events are free to you and relevant for all levels. In addition, OSCPA is hosting other events that are available to you at a 25% discount.
|
|
Complete Your Benefits Open Enrollment By Wednesday, Nov. 23
|
|
An Inside Look At CAS With Team Member Kerren Richey
We continue in our effort to educate and inform our People on client advisory services (CAS) by getting an inside look from our CAS team members. This week, learn more about the team from Kerren Richey, accounting specialist, who shares about her passion and responsibilities.
|
|
Join Practice Growth As CRM Data Administrator
Practice growth is adding a CRM data administrator position to their team. The candidate will help update and maintain our Microsoft Dynamics 365 CRM database so our people can identify and pursue new opportunities. This role is open to the East Central region. If you're interested in applying, contact Megan Mullaney, talent advisor, by Friday, Nov. 18, 2022.
|
|
Happy Veterans Day; Thank A Veteran In Your Life Today
To our Rea team members and the family members of our people who have served in the United States Armed Forces, we thank you. Join us in honoring their time in the service by exploring the photos below. Plus, learn the 'why' behind the holiday and what you can do to support our vets here on VeteranLife.
|
|
Matt Scherer (left),
president, PMA practice transitions
Served in the U.S. Navy for 20.5 years
|
|
Alicia and Mark
sister and brother-in-law of Abigail Cugini, internal communications manager
Both served in the Marine Corps and are veterans of the Iraq War
|
|
Chad Welty, principal
Served in the U.S. Army for three years active duty and two years in the reserves
|
|
Chad Abbott,
senior accounting specialist
Served in the U.S. Army and National Guard for eight years
|
|
Nick Moliterno,
father of Jeff Moliterno, manager
Served in the U.S. Army in the South Pacific during WWII
|
|
Turn On Your Notifications For Rea's One Firm Team's Channels
To stay most up-to-date and informed on the happenings around the firm and deadlines coming up, please turn on your notifications for our One Firm Team's channels.
|
|
SURVEY: The Relationship Between Accountant Demographics and Feelings of Personal Control
Michael Sproull, an accounting student at Walsh University, needs your help investigating the relationship between accountant demographics and feelings of control. Take this brief survey by Nov. 18, and share with others in the industry.
|
|
Millersburg Spices Things Up With First Annual Chili Cook Off
At the end of October, the Millersburg office hosted their first annual Chili Cook Off. Participants brought in homemade chili for everyone to taste. Eric Biltz, accounting specialist, was voted this year's winner!
|
|
Trick or Treat! Check Out Our Rea Team's Halloween Costumes
Thank you for sending in photos of you and your family from Halloween weekend! We received the cutest, scariest and most pre-historic costumes out there. Take a look!
|
|
The Benefits & Dangers of Cash
When stocks and bonds experience negative performance, many investors become interested in cash. Some will say, “cash is king,” but as with any financial decision, it's important to understand the benefits and dangers of any change in strategy before acting.
|
|
|
|
Investing In A Bear Market
Doug Feller of Investment Partners, LTD, discusses strategies to manage investing in a bear market.
|
|
IMPORTANT: Sign Your Annual Compliance Forms By Dec. 2
All employees must review and electronically sign their 2022-2023 Independence Representation and SEC compliance policy forms by Friday, Dec. 2, 2022. You received these forms in an email on Thursday, Nov. 10.
|
|
COVID-19 NEWS & PROTOCOLS |
|
Last Week's Trivia: What year was the hit song "Monster Mash" released?
Answer: 1962
|
|
The contents of Rea Reminders and Updates are for employee use only and should
not be shared with individuals outside the firm.
|
|
|
|
|
|
|
