Topics or areas of expertise that Jeremy can talk about (even in his sleep):
Business operations and growth strategies
Buying and selling businesses
Generally Accepted Accounting Principles (GAAP)
How we know he knows what he's doing:
Jeremy received his bachelor's degree in accounting and his master's degree in business administration from John Carroll University
Before joining Rea, he was a principal at Marcum LLP (previously Skoda Minotti)
He has over 10 years of experience in accounting
Furthering his professional development, Jeremy is involved with:
American Institute Of CPAs
Ohio Society of CPAs
Insurance Accounting & Systems Association
How he's helped clients meet their business needs:
A client owned multiple related entities and the burden of operating each entity was getting cumbersome, Jeremy worked with the client to structure a tax-free consolidation of entities that eliminated some of the administrative and compliance burdens.
A client who wanted to exit their business in five years, so in order to maximize the value upon exit, Jeremy helped to put in place an HR team, restructured the leadership team, created a new marketing relationship and developed growth strategies that allowed them to hit their five-year revenue target in three years while increasing profitability and cash flow.
Jeremy is involved in his community:
Stewart's Caring Place
Conservancy for Cuyahoga Valley National Park
Christian Business Men's Connection
When he's not in the office, you can find him:
Spending time with his wife and their two kids
Inside The Mind Of...
What does “A Brighter Way” mean to you? A lot of people pride themselves on being good. "A Brighter Way" is moving from good to great. This requires us to take a comprehensive approach to servicing our clients to help them meet their business and personal goals.
What’s your favorite aspect of your job? Getting calls from clients to discuss non-"accounting" matters like asking for my thoughts on their next talent acquisition or another market they're considering entering into. It demonstrates the confidence they have within our advice.
Describe your work style. Hands-on, I avoid couch coaching and prefer to be actively involved with my clients and team members.
What do you consider is your “brightest” quality? Seeking to understand
Just For Fun:
What profession would you choose if you didn’t go into accounting? Law
What makes you get out of bed every day? The desire to improve
What was your first job? Filling soda machines at a hotel