Business Details
48 Years
experience
Your Trusted CPA Partner in Lancaster, PA
Founded over 45 years ago, Walz Group has established itself as a leading CPA firm in Lancaster, PA, dedicated to delivering exceptional financial and business advisory services. Our team of experienced professionals is committed to helping clients achieve their financial and organizational goals through our philosophy of Ultimate Accountability. We provide a comprehensive range of services, including accounting, auditing, tax planning, and business management, tailored to meet the unique needs of each client. With deep industry knowledge and a focus on personalized support, we serve businesses and organizations across Lancaster, Lititz, Ephrata, Elizabethtown, Manheim, and the South-Central Pennsylvania area. Our core values of competence, integrity, and trustworthiness guide every aspect of our work, ensuring clients receive sound business advice and practical solutions.As an Independent Member of the BDO Alliance USA, we combine local expertise with national resources to deliver innovative financial and tax solutions. Our long-standing reputation for reliability and client-centric service has made us a trusted partner for businesses in diverse industries, including manufacturing, healthcare, not-for-profit, and professional services. We prioritize understanding our clients' operational frameworks to develop strategies that drive growth and help them reach their full potential. Our team's expertise extends to business succession planning, estate planning, cash flow analysis, and QuickBooks support, among other specialized services. By maintaining a proactive approach to evolving tax laws and regulations, we empower clients to make informed decisions that align with their long-term objectives.
Services
Business Advisory Services
Assurance Services
Tax Services
Client Accounting Services
QuickBooks Support
Business Succession Planning
Estate Planning
Cash Flow Analysis
Audit Services
Payroll Preparation
Details
- Year established: 1978
Highlights and features
- We offer 45+ years of experience in accounting and business advisory services.
- Our team provides personalized support tailored to each client's unique needs.
- As a BDO Alliance USA member, we combine local expertise with national resources.
- We deliver practical business advice to solve problems and drive growth.
- Our industry-specific expertise spans manufacturing, healthcare, not-for-profit, and more.
Associations and certifications
- BDO Alliance USA
What people say
Trusted advisors
Personalized support
Proactive guidance
Industry expertise
Practical solutions
Services
Business Advisory Services
Our Business Advisory Services provide strategic guidance to help businesses navigate complex decisions. We specialize in succession planning, mergers and acquisitions, estate planning, and cash flow analysis. Our team of experts works closely with clients to develop tailored solutions that align with their long-term goals. By combining industry-specific knowledge with practical advice, we empower businesses to overcome challenges and seize growth opportunities.
Assurance Services
Walz Group's Assurance Services ensure financial accuracy and compliance for businesses and not-for-profit organizations. We conduct audits, reviews, and compilations to provide confidence in financial reporting. Our team specializes in audits for for-profit entities, not-for-profits, and employee benefit plans. By identifying risks and recommending improvements, we help organizations strengthen internal controls and maintain regulatory compliance.
Tax Services
Our Tax Services offer comprehensive solutions for businesses and individuals. We provide entity and individual tax planning, multi-state compliance, international tax consultation, and estate tax strategies. Our proactive approach ensures clients stay ahead of changing tax laws while maximizing savings. We also assist with sales and use tax compliance and trust reporting to minimize liabilities.
Client Accounting Services
Client Accounting Services deliver flexible support for businesses of all sizes. We offer temporary CFO services, back-office support, bookkeeping, and payroll preparation. Our customizable solutions adapt to clients' needs, ensuring accurate financial management. By handling day-to-day accounting tasks, we free up business owners to focus on core operations while maintaining financial clarity.
QuickBooks Support
QuickBooks Support services assist businesses in optimizing their accounting processes. Our certified ProAdvisors provide installation, training, and troubleshooting for QuickBooks Online. We help clients leverage features like recurring transactions and cash flow tracking to improve efficiency. By ensuring proper software use, we enhance financial reporting accuracy and streamline operations.
People
Lynn A. Mills
President
Lynn A. Mills, CPA, leads Walz Group as President with a commitment to excellence in accounting and business advisory services. With decades of experience, she focuses on delivering personalized solutions to clients while upholding the firm's core values of integrity and trustworthiness.
Timothy A. Kershner
Principal
Timothy A. Kershner, CPA, serves as a Principal at Walz Group, providing expert guidance in accounting and tax services. His dedication to client success and deep industry knowledge make him a trusted advisor for businesses in South-Central Pennsylvania.
Matthew T. Bono
Principal
Matthew T. Bono, CPA, contributes his expertise as a Principal at Walz Group. He specializes in delivering tailored financial solutions to clients, emphasizing strategic planning and compliance. His work supports businesses in achieving long-term growth and stability.
Daniel T. Massey
Principal
Daniel T. Massey, CPA, brings extensive experience to his role as Principal at Walz Group. He focuses on providing comprehensive accounting and advisory services, helping clients navigate complex financial challenges with confidence and clarity.
Benjamin J. Ritenour
Principal
Benjamin J. Ritenour, CPA, CGMA, serves as a Principal at Walz Group, offering expert insights in accounting and business management. His client-centric approach ensures tailored solutions that align with organizational goals and industry best practices.
Questions
What accounting services does Walz Group offer?
We provide accounting, auditing, tax planning, business advisory, and client accounting services tailored to businesses in South-Central Pennsylvania.
How long has Walz Group been in business?
Walz Group has served clients for over 45 years, establishing a reputation for reliability and expertise in accounting and business advisory services.
What industries does Walz Group specialize in?
We specialize in serving manufacturing, healthcare, not-for-profit, professional services, and live event industries across Lancaster, PA, and surrounding areas.
Does Walz Group offer QuickBooks support?
Yes, our certified ProAdvisors provide QuickBooks installation, training, and troubleshooting to streamline your accounting processes.
Are there career opportunities at Walz Group?
Explore careers at Walz Group to join a team focused on professional growth, client success, and community impact in the accounting industry.
