We Help RIAs Build CPA Solutions
That Stick

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We specialize in helping Retail RIAs, Mass Affluent RIAs, and HNW RIAs integrate CPA capabilities into their wealth management firms.

We don’t believe in cookie-cutter solutions—we seed tailored CPA firms into your organization, ensuring they’re built to scale, deliver ROI, and enhance your client experience.

Beyond integration, we help you recruit the right leadership to ensure long-term success. With our expertise in executive recruitment, we match you with leaders who can drive growth and manage your CPA functions effectively.
Our Process
Seeding the Right CPA Solution
We match you with a CPA firm or partner based on your client profile—whether for retail, mass affluent, or HNW clients.
Strategic Integration
We act as a fractional CEO and program manager, overseeing cross-selling strategies, process design, and tech implementation to ensure CPA services fit seamlessly into your firm.
Phased Growth & Optimization
We partner with you to scale your business in carefully planned phases, strategically balancing growth with return on investment to ensure sustainable and long-term expansion.
Recruitment Support
Finding the right leadership is critical. We leverage our recruitment expertise to identify and place leaders who can oversee and grow your CPA capabilities.
Who We Work With
Retail RIAs
Serving clients with $250k–$1M in investable assets
Mass Affluent RIAs
Targeting clients with $1M–$5M in assets
HNW RIAs
Focused on clients with $5M+ in assets
Why Reality?
We bring years of experience at the intersection of RIAs and CPA firms, but what really sets us apart is how we work—with you, not just for you. Our hands-on approach means we’re involved at every step, offering both strategic direction and day-to-day support. Every solution is custom-built to fit your goals, helping you deliver more value to clients while growing in a way that’s sustainable and smart.
Frequently Asked Questions
How do you match RIAs with CPA firms?
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We evaluate your client base and strategic goals, then match you with a CPA partner best suited for your target market. The goal is to find a partner that complements your service offering and adds immediate value.
What role does Reality play after the CPA firm is integrated?
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We provide ongoing fractional CEO services and program management, helping you drive growth, improve processes, and maximize the ROI of your CPA offering.
How long does it take to fully integrate a CPA solution?
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Typically, we see full integration and initial results within 6–12 months, depending on the scale of the project and your existing infrastructure.
Can you support post-seeding growth beyond integration?
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Absolutely. We help manage phased expansion, including leadership placement, optimizing operations, and guiding long-term strategy to ensure sustainable, scalable growth.

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