All About People, Associates, Clients

2025 Rehmann Annual Report 

Our annual report highlights just a fraction of the many ways we empower our clients and associates. It reflects our deep commitment to putting people first, our focus on providing exceptional support, and how we drive success for those who work with and for Rehmann.
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2025 At A Glance

In a year defined by economic, legislative, and technological shifts, 2025 emerged as a period of success for both our clients and our firm.

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All About Clients

Using our collaborative approach to professional advisory services, we helped our clients turn a year of uncertainty into a foundation for lasting success.

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All About People

As a people-focused firm, our success is possible because our associates are empowered to be themselves each and every day.

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From Our CEO

CEO Stacie Kwaiser shares how we at Rehmann, we maintain our dedication to strong relationships and a people-focused approach in our business, even amidst changes in the profession and the rise of innovation like AI.

Hear from Stacie

2025: A Year in Review. 

At Rehmann, 2025 marked a new chapter of growth and innovation that strengthened our client relationships and enabled us to deliver even more customized solutions. This past year, we stood by our clients and helped them navigate complex challenges, from legislative impacts on their businesses to the changing landscape brought on by artificial intelligence. Our commitment to being the firm of the future ensured that we not only met but also exceeded expectations and did our part to shape stronger futures for our clients and associates. Flip the cards below to learn more about our year. 

 

 

 

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Stacie Kwaiser

Chief Executive Officer

With nearly three decades at Rehmann, Stacie became CEO in 2023. Stacie leads Rehmann forward with a focus on strategy, growth, and innovation.

 
Stephen Blann

Chief Operating Officer

Stephen, who has been part of Rehmann since 1995, stepped into the role of COO in January 2023. He focuses on improving operational efficiency and steering strategic initiatives, utilizing his expertise in organizational leadership, business administration, and data analysis.

 
Steve Castino

Chief Growth Officer

Joining Rehmann in 2022, Steve serves as Chief Growth Officer. He leads efforts to expand the firm's reach through organic growth strategies and mergers and acquisitions while ensuring an exceptional client experience remains a top priority.

 
Scott Bonacorsi

Chief People Officer

Since 2021, Scott has been shaping Rehmann’s people-first culture as Chief People Officer. He is dedicated to advancing associate well-being, fostering career development, and creating an engaging, supportive workplace environment.

 
David Klippert

General Counsel & Chief Risk Officer

David officially joined Rehmann in 2024, after having served as our external General Counsel for many years. He oversees legal matters for the firm, guiding the board owners and associates with forward-looking counsel that strengthens Rehmann’s governance and long-term resilience.

A Winning Year.

Rehmann is honored to be recognized by multiple organizations every year for our hard work, great culture, and commitment to our clients. 2025 awards included:

  • Best CPA Firm for Equity Leadership by the Accounting MOVE Project 

  • INSIDE Public Accounting's Best of the Best Firms 

  • Crain’s Detroit Business named Maher Faik, CPA, principal, Finance and Accounting Solutions, to its 40 Under 40 list 

  • Construction Executive’s The Top 50 Construction Accounting Firms™ 

  • INSIDE Public Accounting's Top 100 Firms 

  • Accounting Today’s Top Firms by Assets Under Management (AUM) list 

  • The Nation’s Best and Brightest in Wellness winner 

  • Best and Brightest Company to Work For® in West Michigan, Metro Detroit, and on the national level 

  • Accounting Today’s Top 100 Firms  

  • Best of Accounting 10-Year Diamond Award by ClearlyRated 

  • West Michigan Best and Brightest Companies to Work For® Brilliance Winner by The National Association for Business Resources 

  • Top Defined Contribution Advisor Team and a Top DC Multi-Office Advisor Team by the National Association of Plan Advisors
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2025: A Year of Purpose-Driven Partnership. 

As we reflect on the past year, one overarching theme stands out: how our unique approach makes a difference in our client relationships. 

Our clients have access to something invaluable, a multifaceted team of professionals who work together to support clients through all of the year’s ups and downs. By working as one team, we ensured every client could tap into a diverse pool of expertise, turning obstacles into opportunities and problems into progress. 

The partnerships we have with our clients are the reason we come into work every day. We are driven to see them succeed. This is a look back at a year dedicated to putting people first and strengthening the already deep connections that propel our collective success. 

Putting Clients First. 

Our expansive suite of solutions offers countless ways Rehmann delivers exceptional value to our clients. From tax advice and wealth management services to technology and accounting solutions, our goal is to be an organization's or individual's one-stop shop for all their professional advisory needs.  

To ensure our clients can take full advantage of our services, our Client Concierge Program and Client Ambassadors provide customized support. These programs highlight our commitment to providing a level of personalized service that few firms can match. 

Empower Your Purpose.

At Rehmann, we’re committed to doing everything we can to ensure our clients stay focused on what truly matters to them.

Whether it’s managing their finances, planning for the future, or solving complex challenges, we take care of the behind-the-scenes work so they can focus on what they are most passionate about. At the heart of everything we do is one simple goal: Empower Your Purpose.

This commitment is rooted in the Rehmann Core — our mission, vision, values, and strategies. These guiding principles are the foundation of who we are and how we empower our clients every day. Flip the cards below to learn more. 
MISSION

We bring energy, focus, and integrity to every interaction — relentlessly pursuing expertise to accelerate our clients' and associates' goals. 

VISION

We will bring a bold new level of confidence, providing insights and solutions that maximize the potential of clients and associates.

VALUES

Put people first.

Be obsessed with client success.

Cultivate business wisdom.

Embrace an entrepreneurial spirit.

Exhibit unwavering integrity.

STRATEGY

Learning culture

Digital transformation

Rehmann advisory experience

Integrated growth

Aligned leaders and associates

Your Purpose, Our Priority.

Empowering your purpose means being a trusted partner who brings clarity, confidence, and solutions to the table. Our clients’ success stories speak volumes showcasing how we work to ensure their goals and passions remain the priority.

Vredevoogd (Vray-duh-vogue) Heating & Cooling experienced this firsthand. With the help of Rehmann, they were able to upgrade their outdated computer systems and migrate operations to a state-of-the-art cloud-based system. With all data and applications secured and streamlined in the cloud, Vredevoogd today carries less risk and costs, which has given the business more opportunity and room to invest in other tech-forward endeavors. 
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Providing Value to Clients.

2025 was a year of uncertainty. From navigating the effects of tariffs to adapting to the sweeping tax changes introduced by the One Big Beautiful Bill, many clients faced challenges outside their control. We stepped in to deliver clarity, value, and take decisive action to support and benefit them.  

We closely monitored policy shifts, analyzing the impact of new tax provisions and tariffs on our clients. We provided clear, actionable insights, helping them navigate these changes and stay on course through uncertain times. 

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Mind Your Business eBook

This comprehensive guide was designed to help business owners understand everything from A to Z about planning their eventual exit. More than just another theoretical manual, Mind Your Business is an actionable resource. 
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HLB International

Our membership with HLB International connects clients to trusted experts in virtually every country. This global collaboration allows us to provide innovative solutions and the specialized support our cross-border clients need to grow confidently. 
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Business Combinations

To enhance our ability to better serve our existing — and new — clients, we are constantly seeking opportunities for strategic growth. This year, we welcomed new teams in Cleveland, Ohio, and Vero Beach, Florida.  
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Industry Newsletters

Our newsletters and quarterly reports are specially curated to keep our clients informed of topics impacting their industry along with information on changes to government policies or upcoming legislation.  

Innovating for the Future.

As the digital landscape shifts, Rehmann is committed to innovating and adapting. We've revolutionized how we work with tools like: 

Gather AI from SafeSend: automates and accelerates the tax preparation process for both our tax advisors and clients alike. 

Trullion: leverages AI to streamline and automate complex accounting and auditing tasks, saving significant time while minimizing the risk of costly errors. 

CoCounsel: a secure AI assistant that supports our legal and tax professional teams with authoritative insights on complex compliance tax and legal matters. 

FloQast: enhances the effectiveness of essential accounting workflows and automate processes, boosting team efficiency. 

DataSnipper: automates the tedious processes of data extraction, cross-referencing, and verification directly within Excel, enhancing both accuracy and efficiency. 

CAAS Technology: utilizes our preferred vendors’ (Intuit, Gusto, Bill) AI integrations to enhance quality and efficiency of client deliverables.

This evolution will never come at the expense of the people-first culture we have spent decades building. We have equipped our teams with access to numerous AI tools to free up their time so they can focus on client needs. At Rehmann, AI will not replace the authentic human connections that are so important for us and our clients, including the quality of services we deliver. To support our people-first culture while embracing AI we continue to develop the digital professional learning path to ensure our associates and clients are equipped for the future!

All About People. 

Maintaining strong relationships with our clients begins with our associates. We are a people-focused company that values collaboration and partnership, and we want associates who also believe in putting people first. Our people work together as one team, and by leveraging our collective knowledge and experience, we’re able to support the many business needs of our clients. The heart of our firm, and all that we do, is our people.  

Engaged Associates.

Given the essential role our people play in working closely with clients, we focus on ensuring they are actively engaged in the work they do. Engagement makes a difference as numerous studies have shown a highly engaged associate often leads to greater client satisfaction. We measure associate engagement annually and take steps to address the feedback we receive.  

89 %

Participation rate

74 %

User favorability rating

92 %

Believe Rehmann will be successful in the future

89 %

Understand how their job helps achieve success

87 %

Agree they are proud to work at Rehmann

87 %

Believe our firm leaders demonstrate integrity

88 %

Feel accepted by their immediate coworkers

People-Focused Culture. 

Our culture has been forged by a focus on putting people first, growing and developing skills, and pursuing innovation.

 

Following these principles allows us to maintain our unique culture in multiple ways: 

Flexible Work Arrangements that allow associates to work in-person, hybrid, or remote schedules depending on their role.  

Fourth of July paid week-long firm closure so everyone has time away from work to relax and recharge. 

Difference and Diversity Day floating holidays to spend volunteering or celebrating cultural, religious, or other holidays important to the individual.

Access to caregiver support that includes anyone you consider family, even those who are not blood relatives, as well as a robust Employee Assistance Program. 

Virtual Connections.

While technology has made it easier than ever to work from anywhere, Rehmann is a firm that understands the importance of relationships and connection. We’ve looked for ways our associates can continue to maintain ties with one another, even virtually.  

In early 2025, we launched the Virtual Office, which consists of those associates working fully remote so they still have a group of peers with whom they can talk, brainstorm, and bond. Our virtual RCommunity also helps connect associates across the firm based on shared interests, such as sports, reading, pets, and more. 
Putting People First.

The value we place on putting people first has also allowed us to create a welcoming and accepting environment for everyone. Our clients and associates come from diverse backgrounds and share a variety of perspectives that enrich our firm. We have focused our diversity, equity, inclusion, and belonging efforts on maintaining and growing the culture of acceptance we’ve created. This has included special training for people leaders, a partnership guide for companies we work with, surveys to assess our progress on key efforts, and more. We want our associates to feel comfortable bringing their whole selves to work. This not only benefits them but also allows them to fully focus on providing the best support possible to our clients.  

Learning and Growing. 

At Rehmann, we want all our associates focused on growth: growing their skills, helping clients grow their businesses, and supporting the growth of our firm. We’ve built a culture of learning that encourages associates of all levels to learn new skills and strengthen existing ones.  

Being the go-to advisor for our clients means staying knowledgeable about topics that may impact them. Our firm provides courses on technical skills, advisory skills, soft skills, and much more. Offering these learning opportunities helps our associates with their career growth and development while also developing knowledgeable advisors that can provide clients with effective solutions.  

 

Learning and growing
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Advisory Conference

While we leverage technology to hold most of our learning courses on demand and online, there is no substitute for in-person training. This year we brought together the Advisory and Tax and Assurance and Financial Reporting teams, along with several others,  for three days of learning, connecting, and networking at our first Advisory Conference. Associates not only received technical training but also focused on how to be even better advisors for our clients.  
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Leadership Empowerment Network

In 2025 we announced a Leadership Empowerment Network, which will launch in 2026, for those wanting to continue to grow as leaders. Course offerings will feature a variety of options designed to enhance leadership skills. Some focus on in-depth learning, and others provide more of an overview. Participants will be able to learn from others in their group, which enables connections and additional familiarity with other experts in the firm to reach out to and/or introduce to clients. 

Empowering Opportunity. 

For us, being positive corporate citizens means empowering opportunities for those in our communities who need it most. It is in this spirit that we established the Rehmann Foundation, which is focused on philanthropic efforts aimed at addressing three pillars: education, economic development, and uplifting the communities in which we live and work. 

In 2025, the Rehmann Foundation was proud to award over $100,000 in grants to 11 outstanding organizations within our communities. Get to know this year's grant recipients and the incredible work they do.

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