Business Details
Trusted Advisory Firm for Accounting, Tax, and Business Solutions
RKL is a leading advisory firm dedicated to delivering next-level solutions that help organizations and individuals move forward and succeed. Our team of advisors combines expertise in tax, accounting, human resources, operations, technology, and wealth management to provide real ideas, actionable insights, and trusted guidance tailored to each client's unique needs. With a focus on cross-disciplinary collaboration, we address complex business challenges related to growth, transition, risk management, and technology. Our professionals hold prestigious credentials such as Accredited in Business Valuation (ABV), Certified Fraud Examiner (CFE), and Chartered Financial Analyst (CFA), ensuring clients receive high-quality, specialized services. We serve a diverse range of industries including construction, financial services, franchising, creative agencies, government sectors, manufacturing, not-for-profits, healthcare, and real estate.Our virtual management solutions leverage cutting-edge technology to streamline financial and HR operations for clients nationwide. Through private wealth services, we offer integrated financial planning, tax, investment, and legacy planning for individuals and families with sophisticated needs. Our audit and assurance practice provides financial statement reporting, internal controls evaluation, and compliance services grounded in transparency and integrity. With offices in Lancaster, York, Reading, Allentown, and other locations across Pennsylvania and neighboring states, we combine local market knowledge with national expertise. Our commitment to continuous learning and professional development ensures our team remains at the forefront of industry developments, regulatory changes, and technological advancements.
Services
Assurance Services
Tax Consulting
Business Advisory
Virtual Management
Private Wealth
IT Consulting
Audit Services
HR Solutions
Financial Planning
Cybersecurity Assessment
Highlights and features
- Our team includes certified professionals with credentials like ABV, CFA, and CFE.
- We provide cross-disciplinary solutions combining tax, accounting, and technology expertise.
- Specialized services for diverse industries including healthcare, franchising, and nonprofits.
- Virtual management solutions integrate AI and automation for operational efficiency.
- Private wealth services offer comprehensive financial and legacy planning.
Services
Assurance Services
RKL's assurance services provide comprehensive financial statement reporting, internal control evaluations, and compliance audits. Our team conducts employee benefit plan audits, SOC reporting, and IT internal audits while offering insights to improve accounting processes. With expertise in regulatory compliance and risk management, we help organizations maintain financial integrity and prepare for growth opportunities.
Tax Consulting
Our tax professionals deliver strategic planning and compliance solutions for businesses and individuals. Services include multi-state tax analysis, business succession planning, cost segregation studies, and international tax compliance. We help clients reduce tax burdens through proactive strategies aligned with evolving regulatory requirements while providing specialized expertise in mergers and acquisitions taxation.
Business Advisory
RKL's business consultants offer risk management, operational improvement, and growth strategy services. We specialize in business valuations, fraud forensic accounting, performance enhancement, and workforce strategies. Our team provides merger and acquisition support, succession planning, and industry-specific benchmarking to help organizations achieve sustainable growth and operational efficiency.
Private Wealth
Our private wealth division offers integrated financial planning, investment management, and legacy planning services. We provide tax-efficient strategies for high-net-worth individuals, business succession planning, and family office services. The team specializes in retirement planning, estate preservation, and philanthropic strategies tailored to clients' unique financial goals and family dynamics.
Virtual Management
RKL's virtual management solutions deliver outsourced accounting, HR, and payroll services using AI-powered technology platforms. We provide transactional processing, financial reporting, and workforce strategy support while integrating with clients' existing systems. This service enables businesses to maintain operational efficiency without the overhead of in-house departments.
People
Edward W. Monborne
CEO
Edward W. Monborne leads RKL as CEO, bringing decades of experience in accounting and advisory services. He oversees the firm's strategic direction and growth initiatives while maintaining active client relationships. His leadership focuses on innovation, professional development, and community engagement.
Eric R. Wenger
Managing Partner
Eric R. Wenger serves as Managing Partner of RKL's Lancaster office, combining technical expertise with strategic vision. He specializes in tax compliance and business advisory services for mid-sized companies. His practice focuses on helping business owners navigate complex financial challenges and growth opportunities.
Douglas L. Berman
Managing Partner
Douglas L. Berman leads RKL's York office with extensive experience in audit and assurance services. He specializes in serving nonprofit organizations and government entities, providing compliance expertise and financial reporting solutions tailored to the unique needs of public sector clients.
Laurie M. Peer
President
Laurie M. Peer serves as President of RKL Wealth Management, overseeing private wealth services. With expertise in financial planning and investment management, she develops comprehensive strategies for high-net-worth individuals and families, focusing on long-term wealth preservation and legacy planning.
Gretchen G. Naso
President
Gretchen G. Naso leads RKL Virtual Management Solutions, bringing innovation to outsourced accounting and HR services. Her focus on technology integration and process optimization helps businesses improve operational efficiency while maintaining compliance with regulatory requirements.
Questions
What services does RKL offer?
RKL provides accounting, tax, business advisory, virtual management, IT consulting, and private wealth services across multiple industries.
Which industries does RKL specialize in?
We serve construction, financial services, franchising, creative agencies, government sectors, manufacturing, not-for-profits, healthcare, and real estate clients.
Where are RKL's offices located?
Our offices operate in Lancaster, York, Reading, Allentown, and Exton, Pennsylvania, serving clients regionally and nationally.
What makes RKL different from other firms?
Our cross-disciplinary approach combines technical expertise with industry-specific knowledge and innovative technology solutions.
Does RKL offer virtual accounting services?
Yes, our Virtual Management Solutions use AI and automation to streamline financial and HR operations for businesses.
What credentials do RKL professionals hold?
Our team includes Accredited in Business Valuation (ABV), Certified Fraud Examiners (CFE), and Chartered Financial Analysts (CFA).
