Building accounting & finance firms through strategic integration.

We work with decision makers in the Financial Advisory & Investment Management space to integrate accounting, tax, and advisory services for their clients.

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Transform your growth potential with us

RIAs/Wealth
Managers

Wealth management clients need quality accounting & tax advisory, yet few firms are able to forge the right partnerships. Our managed services model enhances revenue while ensuring quality for clients without the delivery hassles for wealth managers

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PE Firms

PE firms seeking to buy or integrate accounting practices need a strong partner for planning and margin improvement. We provide a strategic roadmap to PE firms and help them from search to integration by leveraging our M&A consulting expertise

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Private
Investors

Opportunities for acquiring accounting firms are abundant, attracting investors with accessible funding options. However, many lack the management expertise and need a partner to enhance efficiency, establish an onshore-offshore mix, and ensure healthy margins

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Mid-size Accounting Firms

Mid-size accounting firms are seeking growth opportunities through acquisitions, but viable options are few. We identify great buy options and enhance margins with technology and offshoring, turning firms into high profit ventures

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Our approach establishes a stable foundation for long-term growth with a customer success-driven model for nurturing client relationships

“The team at Reality helped me find the right growth and integration model for my firm. I now have a 5 year growth plan to increase my firm's revenue to 300-400%. I have the right team, customer success and operational support model needed to achieve my growth targets”

David Kinney, Firm Owner

Leverage our expertise to increase revenue, streamline operations, enhance customer experience, and build a future ready firm.

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How our unique model
helps your firm

Frequently Asked Questions

What makes Reality unique?

Our solutions are designed for the unique clientele of wealth management firms. We draw from our management team’s experience in M&A, consulting, target operating model design, and large-scale service delivery to bring you accounting, tax compliance, and tax advisory services that are seamless for the end client, and effortless and profitable for your wealth management firm.

What are the services you provide?

Our services include managed service model design, accounting/tax and tax advisory service delivery for wealth management firm’s clients, operational streamlining through tech & offshoring for PE and other accounting firm buyers, buy/sell representation, and integration consulting.

How do you ensure service excellence?

We adopt a while label solutioning approach for wealth management firms and package the service with a customer success team model, service quality KPIs & reporting. By adopting a continuous customer focused approach and operational controls we are able to deliver high quality services.

How will the model look to my wealth management clients?

Wealth management firms can seamlessly integrate accounting, tax, and tax advisory services into their offerings. To the end clients, it will appear as though these services are being delivered by your own customer success team, with our team operating as an extension of yours, established in partnership with Reality as part of our agreement.

What are the various stages of engagement?

The engagement process includes the following stages:
1. Scoping: We begin by conducting a thorough analysis of your audience, resulting in a solution design tailored to meet their accounting, tax, and tax advisory needs.
2. Service Delivery Pilot: Next, we implement a pilot program, providing services to a small segment of your clients. This allows us to ensure the quality of service and verify that the delivery model meets your expectations.
3. Full Service Rollout: Once the pilot is successful, we extend the service to all of your clients. This approach is similar to our methodology for servicing accounting firm buyers with our offerings tailored to their specific needs.

Want to learn more about our services? Get in touch with us

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Let's build the future together

Get on the right track to growth. Drive your firm forward with Reality’s bespoke strategies and managed service model.

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