About Us

At Reality, we specialize in helping financial advisory firms integrate CPA capabilities to deliver complete financial solutions

Our purpose is simple: empower investment and financial advisory businesses to thrive by building scalable, tailored service models that enhance client experiences and drive growth.

We combine deep industry expertise with an innovative approach, ensuring every firm we serve gets solutions aligned with its unique needs. Whether you're integrating tax and accounting services or optimizing processes for better ROI, we’re here to help you lead in a competitive market.
Our Values
Innovation
Every firm’s needs are unique, and we develop custom solutions to match.
Customer Focus
Client satisfaction drives us—we build models that keep your clients well-served.
Continuous Improvement
We never stop learning, refining, and optimizing for long-term success.
Leadership Team
Founder & CEO 
Geoff brings extensive experience in accounting M&A and executive recruitment, with a strong focus on buy/sell representation and designing innovative solutions for businesses. He works closely with financial advisors, wealth managers, and accounting professionals to create tailored strategies for growth and transition.
Partner & Head of Infrastructure Deployment
Dheeraj specializes in strategy, planning, and implementing large-scale service delivery models for financial services firms. He is dedicated to crafting scalable solutions that meet the unique demands of each organization, focusing on optimizing operations, enhancing service delivery, and driving sustainable growth.
Partner, Integration Advisory
Hope brings a background in recruitment and HR leadership to her role, where she helps firms integrate CPA services seamlessly. Her focus is on creating solutions that align with both business goals and team dynamics.
CPA, Fractional Tax Advisory
With years of executive experience, Doug specializes in operational strategy, tax advisory, and P&L leadership, helping firms optimize their financial processes while driving strategic business outcomes.
Partner & Head of Operations
Leah oversees the internal systems and processes that keep the team running efficiently. She specializes in designing streamlined workflows and ensuring operational stability, enabling the delivery of exceptional results for our clients.

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