The Real Problem
Every day pulls you a little further from the plan.
You're building a boat and managing a crew while navigating the ship amidst a storm — all while trying to get home at a reasonable hour. A lot of owners end up selling out or treading water ferociously just to stay alive, never getting ahead. So, what gives?
External Pressure
Cash flow surprises. Pricing you can't defend. Decisions made on gut feelings because the numbers arrive too late to matter. Left unchecked, you're steering on reactive decisions.
Internal Pressure
The quiet worry that you don't actually know if the business is healthy — you just hope it is. Over time, that quiet worry turns into burnout from carrying it all yourself.
Philosophical Pressure
You built this to give your family more time and freedom, not to trade one boss for a business that owns you instead. Eventually, that's an exit that undersells everything you built.
So, who do you turn to when you need help?
Not Your Traditional Fractional CFO
REP specializes in helping owners scale purposefully and profitably.
We engage with owners at every stage — helping you begin with the end in mind and defining the straight line from where you stand today to where you're actually headed. Getting there takes more than one point of view.
REP's multi-faceted approach brings accounting, tax, and financial advisors together under one roof, giving you the vantage points to see clearly and the clarity to focus. The result is confident decisions, financing windows caught instead of missed, real support instead of carrying it alone, and an exit that finally reflects what you built.
15+
Years serving Central Iowa Owners
3
Advisors, one dedicated team
MBA & CPA
Plus licensed real estate and business brokerage experience
How It Works
A clear plan, not a sales pitch.
01
Book A Discovery Call
A real conversation to see if it is a mutual fit.
02
Get A Clear Diagnosos
We look at where you actually stand today — the numbers, the gaps, the opportunities.
03
Move Forward With Confidence
In an ongoing partnerhsip, we turn that diagnosis into a concrete plan — the straight line from where you are to where you're headed.
What Happens Next?
We reply within one business day to schedule a 15-minute discovery call. No obligation.
Where We Help
Expertise built around ownership decisions.
Accounting
Clean | Accurate
Historic Cleanup
Bookkeeping
Payroll
Tax
Comprehensive | Timely
Tax Planning
Entity Structuring
Tax Preparation
Finance
Clear | Objective
Budgeting
KPI Dashboards
Forecasting
Strategy
Confident | Aligned
Hiring & Scaling
Ownership Transitions
Mergers & Acquisitions
You get CFO-level strategic expertise without the overhead, the wait, or a full-time hire.
Who We Serve
Mission-minded, growth-oriented, and future-focused.
We partner with forward-thinking individuals, leaders, and organizations who begin with the end in mind — people who value strategic perspective and meaningful relationships, and are ready to turn vision into sustainable growth.
All Things Real Estate
Medical & Wellness
Non-Profit
Family Office
Moments That Mattered
Results, not just praise.
Your Team
The people behind the plan.
Jimmy Becker
Owner & Advisor
Jimmy lives in Ankeny with his wife and eight sons. Like you, his community is where he works and the foundation for his earnest desire to support his neighbors and foster social change. Jimmy has a passion for people, purpose, and problem-solving, and finds great satisfaction in organizing chaos and delivering sustainable results.
Drew Kueter
CPA & Tax Advisor
Drew earned a Bachelor of Business Administration in Accounting and Finance in 2023. Raised in Des Moines and now living in Urbandale, Drew is a Certified Public Accountant dedicated to helping small businesses and nonprofits navigate financial challenges with confidence. Drew enjoys long runs, board games, and spending quality time with his wife and two children.
Travis Hoerig
Business Advisor
Travis earned a Bachelor of Arts in Finance with a minor in Economics in 2023. He is originally from a small town in Northwest Ohio and lives in Urbandale. Travis is known for his strong work ethic, commitment to his community, and dedication to his faith. In his free time, he enjoys playing basketball and volleyball and values spending quality time with friends.
Lydia Cleghorn
Client Services Advisor
Lydia earned a Bachelor of Arts in Communication Studies in 2026. Born and raised in the Des Moines metro and proud to continue calling it home, Lydia is known for her dependability and passion for building meaningful connections. Outside of work, Lydia enjoys spending time with loved ones, trying new coffee shops, and being involved in her church community.
Ready When You Are
Schedule a discovery call
today.
Tell us where you're at. We'll reach out within one business day to set up a 15-minute conversation — no pitch, just a real look at whether we're the right fit for you