RKL

What RKL does

RKL LLP is a Pennsylvania-headquartered advisory firm providing tax, accounting, assurance, consulting, technology implementation, outsourced back-office, and wealth management services to middle-market and enterprise clients. With nearly 700 professionals across seven offices in Lancaster, York, Reading, the Capital Region, Exton, Allentown, and Chambersburg, the firm serves organizations in 12 industry verticals including manufacturing and distribution, senior living, franchises, financial services, faith-based organizations, creative agencies, nonprofit, private equity, real estate, healthcare practices, government, and construction. Service delivery is organized around core practice areas plus three wholly-owned subsidiaries: RKL eSolutions (IT consulting and ERP/healthcare tech implementation), RKL Virtual Management Solutions (outsourced accounting, HR, and payroll), and RKL Wealth Management LLC (investment advisory and family office services).

RKL's technology stack is built around third-party enterprise platforms rather than proprietary software. RKL eSolutions deploys Sage X3 and Sage Intacct for manufacturing/distribution and senior living clients, holds official partner status with PointClickCare (a platform used by 21,000+ senior care facilities), and announced an integrated PointClickCare–Sage Intacct solution in April 2026. RKL Virtual Management Solutions powers its HR & Payroll offering with isolved and integrates BILL Spend & Expense and BILL Divvy for spend management. Client-facing interaction occurs through the Thomson Reuters NetClient CS portal, with IS Assurance offerings including SOC 1/SOC 2 reporting, cybersecurity assessments, IT audits, and fractional CISO services. The technology moat lies in certified implementation expertise and integration IP, not in owned IP.

The firm earns revenue primarily through professional services fees on engagement scope, supplemented by managed-services revenue from RKL Virtual (outsourced accounting/HR/payroll) and wealth management fees (advisory and AUM-based). Go-to-market is relationship-driven enterprise field sales anchored in seven Pennsylvania offices, with event-based demand generation through leadership forums in cybersecurity and senior living. NPS of 82.8 (vs. industry average of 38), four consecutive Best of Accounting Awards, and three consecutive USA TODAY Most Recommended Tax Firm recognitions indicate strong client retention and a stable, services-based revenue model. The ownership structure is partnership-based with no disclosed external PE/VC, and Ed Monborne leads as CEO with Rachel Sargent as COO.

Name

RKL

Legal name

RKL LLP

Website

https://rklcpa.com

Company type

Private

Founded year

1979

Operating status

Operating

Headcount range

251–500 employees

Short description

RKL LLP is a Pennsylvania-based advisory firm with nearly 700 professionals delivering tax, accounting, assurance, consulting, technology, outsourced back-office, and wealth management services to organizations across 12 industry verticals.

Ownership category

akta.pro rank

Product category

Professional Advisory Services

NAICS

Offices of Certified Public Accountants (541211), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412), Other Management Consulting Services (541618), Management Consulting Services (54161)

SIC

Services-Engineering, Accounting, Research, Management (8700), Services-Management Services (8741), Services-Management Consulting Services (8742)

akta.pro primary industry

Financial Planning & Analysis Support (Budgeting, Forecasting, Management Reporting) (BPAAAGAJ)

akta.pro secondary industry

Tax Operations Support (Indirect Tax, Withholding, Compliance Admin) (BPAAAGAI)

Keywords

• Professional advisory services
• Tax and audit services
• Outsourced accounting solutions
• Wealth management services
• IT consulting services

Headquarters

HQ city

Lancaster

HQ country

United States

HQ region

North America

Offices7 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure, Others

Revenue model

1. Tax Services: RKL provides comprehensive tax planning and compliance services including strategic tax planning, R&D tax credit studies, cost segregation, state and local tax (SALT), international tax, estate and trust tax services, and tax outsourcing. This represents a core revenue stream for the firm with specialized expertise across multiple tax domains.
2. Assurance and Audit Services: RKL offers assurance services including employee benefit plan audits, field examinations, internal audit, IS assurance and advisory, SOC reporting, cybersecurity assessments, and information technology audits. Revenue is generated through audit and examination fees.
3. Consulting Services: RKL provides consulting services spanning business litigation support, business succession planning, fraud and forensic accounting, operations consulting, risk management, transaction advisory, and business valuations. These advisory services generate fees based on project scope and engagement complexity.
4. Wealth Management: RKL offers private wealth services including family office services, financial planning, investment management, and women and wealth advisory. Investment advisory services are offered through RKL Wealth Management LLC, a subsidiary of RKL LLP. Revenue includes advisory fees and potentially a percentage of assets under management.
5. Virtual Management Solutions (Outsourced Accounting and HR): RKL Virtual Management Solutions provides outsourced accounting, financial management, HR services, payroll processing, and workforce strategies to clients including franchises, faith-based organizations, and creative agencies. Services include CFO advisory, HR outsourcing, and HRIS/payroll solutions powered by isolved.
6. IT Consulting / RKL eSolutions: RKL eSolutions provides IT consulting services including software implementation (Sage, PointClickCare), technology advisory, and operational technology consulting. The division specializes in serving manufacturing, distribution, and senior living industries with integrated technology solutions.
7. Retirement Plan Services: RKL offers retirement plan services including plan design and administration, pooled employer plans, and retirement planning resources. Revenue is generated through administration fees and consulting charges.

Go-to-market motion2 records

Distribution channels4 records

Marketing channels8 records

Core offering

RKL LLP is a Pennsylvania-based advisory firm delivering tax planning and compliance, audit and assurance, business consulting, IT consulting (RKL eSolutions), outsourced accounting and HR (RKL Virtual Management Solutions), private wealth management (RKL Wealth Management LLC), and retirement plan services to organizations across 12+ industry verticals. The firm also operates specialized IS Assurance & Advisory practices including SOC reporting, cybersecurity assessments, and fractional CISO services, and serves as an official implementation partner for PointClickCare, Sage X3, Sage Intacct, isolved, and BILL platforms.

Product overview

RKL is a leading advisory firm offering a comprehensive portfolio of professional services organized around several core practice areas. The firm provides tax, accounting, and assurance services alongside specialized consulting practices. RKL Virtual Management Solutions serves as a primary service line offering outsourced accounting, HR, payroll (powered by isolved), and workforce strategy services. RKL eSolutions delivers technology implementations including Sage X3 and Sage Intacct ERP solutions. The firm also maintains strong IS Assurance and Advisory capabilities with SOC reporting, cybersecurity assessments, and fractional CISO services. RKL's Senior Living Services practice provides specialized consulting including PointClickCare implementation support, clinical consulting, and HIPAA compliance services. These offerings are interconnected—RKL Virtual's workforce and HR services integrate with eSolutions' technology implementations, while the firm's advisory capabilities span industry-specific practices serving manufacturing, senior living, construction, healthcare, and other sectors. The portfolio is anchored by a client portal (NetClient CS) and complemented by wealth management, retirement plan services, and transaction advisory practices.

Differentiator

Problem solved

Functional benefit

Brands

• RKL eSolutions: IT consulting and technology solutions division offering Sage software implementations and IT consulting services
• RKL Virtual Management Solutions
• RKL Wealth Management
• RKL Senior Living Services

Products and services

• Tax Services Comprehensive tax planning and compliance services including strategic tax planning, R&D tax credit studies, cost segregation, state and local tax (SALT), international tax, estate and trust tax services, and tax outsourcing for businesses and high-net-worth individuals.
• Assurance and Audit Services Audit and assurance services including employee benefit plan audits, field examinations, internal audit, IS assurance and advisory, SOC reporting, cybersecurity assessments, and information technology audits for businesses across multiple industries.
• Business Consulting Services Advisory consulting spanning business litigation support, business succession planning, fraud and forensic accounting, operations consulting, risk management, transaction advisory, and business valuations for middle-market and enterprise clients.
• RKL eSolutions IT Consulting IT consulting and technology solutions division offering Sage X3 and Sage Intacct ERP implementations, PointClickCare integration, and technology advisory for manufacturing, distribution, and senior living industries.
• RKL Virtual Management Solutions Outsourced accounting, financial management, HR services, payroll processing, and workforce strategies for franchises, faith-based organizations, creative agencies, and other small-to-mid-market businesses seeking to reduce administrative burden and gain CFO advisory support.
• HRIS and Payroll Solution (isolved) HR and payroll technology powered by isolved, providing best-in-class HRIS and payroll capabilities paired with implementation and advisory support from RKL's HRIS advisors; automates payroll processing, employee onboarding, and performance management.
• PointClickCare Consulting Implementation, consulting, and optimization services for the PointClickCare healthcare technology platform for senior living and post-acute care providers, delivered by certified PointClickCare experts at RKL.
• Integrated PointClickCare and Sage Intacct Solution for Senior Living Integrated RKL eSolutions offering that combines PointClickCare and Sage Intacct for senior living organizations, automating data flow between platforms to reduce manual entry, minimize errors, and improve visibility into cash flow, census, payroll, and reconciliation.
• IS Assurance and Advisory Services Information Systems assurance and advisory services including SOC 1 and SOC 2 reporting, control readiness assessments, gap analysis, IT audits, and fractional Chief Information Security Officer (CISO) services.
• Fractional CISO Services Fractional Chief Information Security Officer services helping organizations bridge the gap between operational security detail and board-level strategy, translating technical vulnerabilities into strategic insights.
• RKL Wealth Management Private wealth services including family office services, financial planning, investment management, and women and wealth advisory, offered through RKL Wealth Management LLC (a subsidiary of RKL LLP).
• Retirement Plan Services Retirement plan services including plan design and administration, pooled employer plans, and retirement planning resources for employer-sponsored retirement programs.
• Senior Living Services Comprehensive consulting services for senior living organizations including clinical consulting, financial and advisory services, HIPAA risk and compliance, outsourced MDS support, outsourced medical billing, and PointClickCare consulting.

Quantifiable outcome

• Net Promoter Score of 82.8, exceeding industry average of 38%
• +3 more outcomes

Named customers8 records

Segments12 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration4 records

Feature7 records

Partnerships

Five partnerships are on record, tiered core.

• PointClickCarecoreTechnology or Integration · 3 November 2021RKL announced an official partnership with PointClickCare, a cloud-based healthcare software platform, to help senior living organizations optimize their operations, processes and service delivery. As an official partner, RKL's Senior Living Services Consulting team provides implementation, consulting and optimization services to senior living clients. PointClickCare is used by more than 21,000 long-term, post-acute and senior care facilities.
• Sage IntacctcoreTechnology or IntegrationRKL eSolutions developed an integrated solution combining PointClickCare and Sage Intacct specifically designed for senior living organizations. The integration automates data flow between the two platforms, reducing manual entry, minimizing errors, and improving visibility into cash flow, census, payroll, and reconciliation activities.
• isolvedcoreTechnology or IntegrationRKL Virtual Management Solutions offers an HR & Payroll Solution powered by isolved, providing best-in-class HRIS and payroll technology paired with implementation and advisory support. The platform automates payroll processing, employee onboarding, and performance management while providing data analytics for decision-making.
• Thomson Reuters (NetClient CS)coreTechnology or IntegrationRKL partners with Thomson Reuters to provide NetClient CS web-based client portals for secure document sharing. The portal allows clients to access tax documents and financial statements created by RKL, as well as upload documents for service providers. Thomson Reuters is implementing updates to improve sign-in process and security.
• Sage X3coreTechnology or IntegrationRKL eSolutions deployed Sage X3 software solution for clients like Roush Yates Engines to enhance inventory management, purchasing, and finance operations. The implementation addresses specific operational needs including traceability of engine assembly and teardown operations.

Scale indicators5 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Wipfli: Top-20 U.S. accounting and advisory firm with comparable multi-discipline practice spanning tax, audit, consulting, technology, and outsourced services. Wipfli similarly combines technology implementation with advisory for middle-market clients and competes for similar talent and clients.
• Withum: Mid-sized Top-30 U.S. CPA and advisory firm providing tax, audit, advisory, technology, and outsourced accounting services. Withum competes in similar middle-market segments and has built comparable technology-enabled service practices.
• Elliott Davis: Mid-sized accounting and advisory firm offering tax, audit, consulting, technology, and wealth management with a similar multi-discipline model. Competes in adjacent geographies for middle-market and family-owned business clients.
• Brown Plus: Pennsylvania-based CPA and advisory firm providing accounting, tax, audit, and consulting services with comparable regional mid-market focus. Direct competitor for Pennsylvania clients and talent.
• Herbein + Company: Pennsylvania-based accounting and business advisory firm offering tax, audit, consulting, and outsourced services. Direct competitor in central Pennsylvania for similar mid-market and family-owned business clients.
• Kreischer Miller: Pennsylvania-based CPA and advisory firm providing tax, audit, wealth management, and outsourced accounting services. Comparable size and regional orientation; competes for similar Pennsylvania-based clients.
• Aprio: Growing Top-50 U.S. accounting and business advisory firm combining tax, audit, advisory, technology, and outsourced services with a comparable industry-vertical model. Direct peer in the mid-sized firm segment pursuing similar growth via technology integration.

Broad incumbents

• CliftonLarsonAllen (CLA): Large national CPA and advisory firm with broad industry practices, outsourced accounting services, technology enablement, and wealth management. CLA competes with RKL in middle-market and serves many of the same industry verticals including senior living and manufacturing.
• Plante Moran: Major U.S. accounting, tax, consulting, and wealth management firm with similar multi-discipline structure and industry-focused service lines. Comparable in scale (thousands of professionals) but broader geographic footprint.
• BDO USA: Top-10 global accounting and advisory network with significant U.S. middle-market practice. Competes for the same senior living, manufacturing, and private equity-backed clients, though with broader geographic and capability coverage.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/rklcpa
• YouTubevimeo.com/rklcpa
• Facebookfacebook.com/rklcpa
• LinkedInlinkedin.com/company/rklllp
• Instagraminstagram.com/rklcpa

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles19 records

Subsidiaries5 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about RKL