Paul Gregory

Paul Gregory Email and Phone Number

Practice Leader, Private Client Services Group @ Rea
Avon, OH, US
Paul Gregory's Location
Avon, Ohio, United States, United States
Paul Gregory's Contact Details
About Paul Gregory

I am an advisor to entrepreneurs and a “forward thinker” who actually has fun providing accounting, tax and advisory services to clients! I help companies with ideas on how to grow revenue, shrink expenses and make the connections needed to succeed. I provide general business, tax and accounting planning and compliance services; help establish or enhance banking relationships; assist with accounting system set-up and/or bookkeeping via a collaborative cloud accounting solution; assist with business succession planning, debt refinancing, and mergers and acquisitions; analyzing cash flows and expenses; and provide or assist with projections and forecasts. My clients range from start-up/pre-revenue to $50 million in annual revenue. I am well versed in a variety of industries, but I specialize in construction, manufacturing, medical, service and retail.With 13 offices across the state and an office in Sarasota, Rea combines small firm service with large firm resources. At Rea & Associates, we believe in going beyond providing tax and accounting assistance and becoming true business advisors for our clients. The Rea Way is to bring together people who combine smarts with common sense and business knowledge. So you get bright solutions… the kind of answers that make a positive difference in business and in life.Rea provides traditional tax, accounting and audit services, but also offers retirement plan, business valuation/transaction services, merger & acquisition, peer review, full service IT services, investment planning and advisory, and consulting services. We provide specialized services to clients in the government, manufacturing/distribution, construction, non-profit, dental/vet/medical and service industries.

Paul Gregory's Current Company Details
Rea

Rea

View
Practice Leader, Private Client Services Group
Avon, OH, US
Website:
reaadvisory.com
Employees:
568
Paul Gregory Work Experience Details
  • Rea
    Practice Leader, Private Client Services Group
    Rea
    Avon, Oh, Us
  • Rea & Associates, Inc.
    Practice Leader, Private Client Services Group
    Rea & Associates, Inc. Nov 2024 - Present
    New Philadelphia, Ohio, Us
    The Private Client Services Group includes our Business Valuation/Transaction Services Group as we as our full service Investment Team. We provide financial planning, investment advisory and overall wealth planning with Investment Partners. We also provide buy-side, sell-side due diligence, business valuation work for estate planning, bank financing, business succession, quality of earnings reports (Q of E) and Q of E light, and litigation support work/expert witness testimony. We also act as a quarterback for companies that are looking to buy companies or sell to third parties or transition their company to the next generation, management or an ESOP.
  • Rea & Associates, Inc.
    Principal
    Rea & Associates, Inc. Jul 2018 - Present
    New Philadelphia, Ohio, Us
    As a principal at Rea & Associates, I am passionate about helping my client achieve success. I am dedicated to building and nurturing relationships while providing value-added services. I specialize in accounting, tax and advisory within the construction, manufacturing, service, medical and retail industries.
  • Rea & Associates, Inc.
    Regional President
    Rea & Associates, Inc. Nov 2022 - Nov 2024
    New Philadelphia, Ohio, Us
  • Cohen & Company
    Partner
    Cohen & Company Oct 1997 - Jun 2018
    Cleveland, Oh, Us
  • Arthur Andersen
    Senior Accountant
    Arthur Andersen 1995 - 1997
  • A W Fenton Co
    Intern
    A W Fenton Co 1994 - 1995

Paul Gregory Skills

Cpa Corporate Tax Accounting Tax Advisory Tax Preparation Sec Filings Tax Auditing Financial Reporting Budgets Income Tax Internal Controls Gaap General Ledger Tax Accounting Forensic Accounting Partnership Taxation Us Gaap Tax Research

Paul Gregory Education Details

  • Baldwin Wallace University
    Baldwin Wallace University
    Accounting
  • Midivew High School
    Midivew High School

Frequently Asked Questions about Paul Gregory

What company does Paul Gregory work for?

Paul Gregory works for Rea

What is Paul Gregory's role at the current company?

Paul Gregory's current role is Practice Leader, Private Client Services Group.

What is Paul Gregory's email address?

Paul Gregory's email address is pg****@****cpa.com

What is Paul Gregory's direct phone number?

Paul Gregory's direct phone number is +121677*****

What schools did Paul Gregory attend?

Paul Gregory attended Baldwin Wallace University, Midivew High School.

What skills is Paul Gregory known for?

Paul Gregory has skills like Cpa, Corporate Tax, Accounting, Tax Advisory, Tax Preparation, Sec Filings, Tax, Auditing, Financial Reporting, Budgets, Income Tax, Internal Controls.

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