Lauren Holt | Senior Manager / Director of Dental/Medical | Ohio CPA Firm | Rea CPA

Lauren Holt

Principal, Director of Dental/Medical Services
Resident of Phoenix, AZ
Rea Team Member Since 2014
  • At Rea, Lauren works as a trusted advisor for dental and medical practices. She helps her clients obtain a better understanding of their financial statements, practice matters, and helps them plan for their financial future, both personally and professionally.

Topics or areas of expertise that Lauren can talk about (even in her sleep):

  • Dental / Medical accounting
  • Physician compensation formulas
  • Tax planning
  • S Corporations and corporate income tax
  • Individual income tax

How we know she knows what she's doing:

  • Prior to joining Rea in 2014, she worked as an intern for the firm.
  • Lauren earned her bachelor's degree in accounting from Heidelberg University where she graduated magna cum laude.
  • Has been in the accounting industry for 8 years.

Furthering her professional development, Lauren is involved with:

  • Ohio Society of CPAs
  • Arizona Society of CPAs

When she's not in the office, you can find her:

  • Trying out a new restaurant
  • Swimming or spending time outdoors
  • Reading
  • Spending time with family and friends

How she's helped clients meet their business needs:

Lauren has held discussions with a practice owner in order to help them understand and prepare for making an offer to a potential associate. She prepared illustrations to help the client understand how various compensation scenarios for an associate would impact the practice’s profitability.

She also has helped practice owners plan for the end of the year for their practice through a cash / profit analysis that maximized tax savings and met their financial goals. They considered different ideas such as year-end bonuses, profit sharing contributions, equipment purchases, and the related tax implications of these matters.

Inside The Mind Of...

  • What does "A Brighter Way" mean to you? A smarter, more efficient and all around better way of doing business.
  • Why do you choose to work at Rea? The people, culture, and opportunities.
  • What's your favorite aspect of your job? Every day is different!
  • What line in The Rea Way describes you best? Never stop learning.

Just For Fun:

  • What did 10-year-old you want to be when you grew up? An astronomer.
  • What profession would you choose if you didn't go into accounting? Journalism.
  • What was your first job? Lifeguard.
Driven, dependable, hard-working professional always looking for opportunities to learn something new.