REA 1000 CLIENT : By 2018 , we want to develop 1,000 client relationships that have :
• The opportunity to provide value-added services
• Reasonable realization
• A growth-oriented mindset
• Multiple Rea team members involved
• Timely payment
Cornerstone # 3 : Our Growth
GOAL : Build a firm that is stable , impactful and dominant . To grow and go from good to great , Rea must have a strong foundation . Careful , strategic growth is essential to Rea ’ s future .
In order for Rea to grow , we need to be in a constant state of evolution – never settling for status quo or assuming “ no news is good news ” when it comes to client service . Your needs are as ever-changing as are the industries we serve . And if we don ’ t look for ways to better serve you – we know that someone else will .
In the year ahead , we ’ re bringing a team of experts together and expanding and formalizing value-added consulting services to our clients . These services include business valuation and succession planning , Affordable Care Act consulting , fraud and information security consulting , and retirement plan consulting . We ’ ll be further communicating these offerings in the near future .
Cornerstone # 4 : Our Firm
GOAL : Build the firm in a way that supports the other three cornerstones . To take our firm from good to great , we must take each office , each specialty practice and each person from good to great . Each must have its own specific , aggressive plan to achieve The Rea Advantage ’ s objectives .
The Rea Advantage is the inspiration , the heartbeat , the reason why each and every employee does what they do every day . Every employee , every office , every specialty practice is accountable to the strategic plan . Within the past year , our offices and specialty teams were challenged to set specific goals that align with
The Rea Advantage and hold weekly meetings to review their scoreboard .
It ’ s been exciting to see how our teams are embracing the ‘ One Firm ’ concept and banding together to tackle our firm ’ s wildly important goals . Everyone is taking responsibility and initiative and creating real value as we all work toward creating a stable , impactful and dominant firm .
THE ROAD AHEAD
2016 was a rewarding year as we set in motion The Rea Advantage ; though it was not a year without growing pains . We didn ’ t always make the right decisions . But we ’ re grateful for the strong start and enthusiasm of our team and our clients . We ’ re more durable , more focused and more unified now than we were a year ago at this time . 2017 is shaping up to be a great year and we look forward to working alongside of you as we continue on our journey .
IN MOTION : REA & ASSOCIATES ANNUAL REPORT | NOV . 2015 – OCT . 2016