EXCEL-ERATING CLIENT SUCCESS
What do we mean by "Excel-erating Client Success"? It’s about helping our clients Excel — no matter their industry or sector — and delivering forward-thinking solutions that create the Accelerating momentum they need to achieve continual growth.
From advisory and tax services to technology and HR solutions to Our innovative PCA, which is an integrated team of diverse specialists assembles to meet each client's unique needs. Whatever help our clients need or questions they encounter in their personal and professional journeys, Rehmann is their trusted source for guidance and answers.
Explore all that our clients were able to achieve in 2024.

Be Equipped to Face Today's Cybersecurity Landscape
Protecting against cyber threats is near the top of the priority list for many organizations. With the average cost of a data breach within the United States reaching $4.45 million in 2023, the critical nature of cybersecurity continues to rise. Rehmann has an unwavering commitment to safeguarding our clients, their organizations, and their critical data. During Cyber Month, in October 2023, we provided our clients with the information and resources they need to learn about the importance of cybersecurity, and gain valuable insights on how to stay protected from emerging cyber threats.
Leaders in Cybersecurity Domain
In today’s fast-paced organizational environment, where downtime can result in lost revenue and decreased customer satisfaction, IT- service response times have become even more critical. In a landscape saturated with technology-based solutions, including cybersecurity, setting our sights on average results was simply not an option for Rehmann. We challenged ourselves to not only meet industry standards but also to emerge as leaders in the cybersecurity domain.
Navigating Life's Events With a Plan
Focusing on the intersection of tax and wealth, our Private Client Advisory group works with clients to create integrated financial strategies. Our advisors help clients achieve their goals by providing expert guidance on asset management, tax consulting, estate and gift planning, financial planning, and more.
Succeeding with Green
Our award-winning Michigan Cannabis CFO Outlook Report stands as a testament to our commitment to delivering valuable insights and staying at the forefront of industry trends. This report serves as a snapshot, offering a nuanced perspective on how the state’s cannabis operations are navigating the complexities of an ever-evolving landscape.
Comprehensive Guidance, Tailored to Client's Needs
Our advisors understand that an effective and profitable manufacturing operation requires much more than just making processes more efficient. We provide services to help clients optimize cashflow, minimize taxes, manage cash more effectively, etc.
Serving You As You Serve Others
As part of our commitment to providing clients with the most current information, opportunities, and regulatory updates, our public sector advisors conducted a comprehensive webinar series throughout the year, covering a diverse range of topics crucial to those working in public institutions. Our advisors delve into key areas impacting the public sector, providing valuable insights and expertise to foster professional development and enhance the effectiveness of governmental operations.

THE CLIENT EXPERIENCE
NET PROMOTER SCORE (NPS)
We’re grateful for the continued trust our clients place in us to provide solutions tailored to meet their needs. Their feedback, shared anonymously through our annual client surveys, gives us valuable insight into how they view our service and how we can adapt our services to better serve them. These surveys produce a Net Promoter Score (NPS), a metric used to gauge customer satisfaction and loyalty. It’s based on participants’ responses about their likelihood to recommend a company’s products or services to others.
Thanks to our efforts to stay true to our values, our clients have said we’ve hit the mark, giving us a world-class NPS of 80, well above industry average.
TAKING ACTION TO REDEFINE THE CLIENT EXPERIENCE
Our clients have emphasized the importance of a personalized experience where they feel genuinely valued as individuals, not just numbers. Through our innovative Client Concierge Program, clients benefit from a one-on-one onboarding experience led by our dedicated Client Concierge Leader. This includes guidance on utilizing the Rehmann Experience site—a personalized hub for managing account data, paying bills, accessing their e-invoices, securely sharing files with advisors, storing essential articles, guides, and webinars, accessing secure applications, and receiving 24-hour support.
The Client Concierge Program is our way of showing that we’re not just listening—we’re redefining what it means to deliver a personalized, client-focused experience.
WALKER, FLUKE & SHELDON JOINS REHMANN
On Aug. 1, 2024, Rehmann proudly welcomed Walker, Fluke & Sheldon (WFS), a West Michigan-based firm, to our organization. This partnership will enhance the experience and opportunities available to our new clients, providing access to our comprehensive suite of services, including technology and cyber-consulting, HR solutions, CFO advisory services, and international tax services.
This also strengthens our presence in Southwest Michigan, making it easier for organizations and individuals in the region to benefit from Rehmann’s guidance on financial and professional advisory matters.
Together, we are committed to delivering tailored solutions that address the unique needs of our clients and their communities

THE REHMANN SUMMIT
The Rehmann team hosted another successful Summit with a day of education, engaging conversations, and valuable networking opportunities. Attendees got to learn about the future of Central's Florida diverse economic landscape, how to safely leverage Al technology into their organization, and transition planning strategies — all while earning continuing professional education credits!
LET OUR CLIENTS SPEAK FOR THEMSELVES
Explore all that our clients were able to achieve with Rehmann by their side.

Michigan Solar Solutions
Rehmann’s Private Client Advisory team developed a set of customized solutions to meet Michigan Solar Solutions’ evolving needs. MSS relies on the guidance of Rehmann’s PCA team for all tax, wealth, accounting, retirement, and business succession matters to help their business thrive.

Glastender
For decades, Rehmann has helped propel Glastender's financial, operational, and cultural growth. From improving recruitment efforts and employee engagement to implementing effective tax strategies, Rehmann has helped Glastender shape a clear vision for their future.

Verbio
Rehmann Technology Solutions collaborated with Verbio to provide a robust IT infrastructure, cybersecurity, and network solutions. Rehmann has been an essential partner Verbio relies on for secure, resilient operations that enable their focus on sustainable energy innovation.