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RKL News

Posted on: November 1st, 2017

RKL eSolutions Rises Among Nation’s Value-Added Resellers

RKL eSolutions, the IT consulting subsidiary of RKLLancaster-based IT consulting firm ranked 33rd on Top 100 VAR List

PRESS RELEASE

LANCASTER, PA (November 1, 2017) – Coast-to-coast growth and an expanded portfolio of innovative technology solutions continue to propel RKL eSolutions among the nation’s top value-added resellers (VARs). The IT consulting firm, which is a subsidiary of RKL LLP, claimed the 33rd spot on Accounting Today’s “2017 VAR 100,” up six spots from its 2016 position.

“RKL eSolutions’ continued rise among the nation’s top VARs is a testament to the innovation and the instinct for emerging demand that are hallmarks of the entire RKL family of companies,” RKL CEO Edward W. Monborne said.

“At RKL eSolutions, success occurs at the intersection of technology and commerce, fueled by our talented and skilled team of IT consultants,” RKL eSolutions President Joe Noll said. “This ranking is a strong affirmation of the tangible business benefits we’re delivering for our clients across the nation and throughout the world.”

An award-winning Sage software partner, RKL eSolutions provides customized IT services including business software, technical support and networking solutions. Most recently, the Lancaster, Pennsylvania-based firm announced a new partnership with Sage Intaact, a leading provider of cloud financial applications, which will allow RKL eSolutions to serve the ERP needs of companies in the financial, professional services and nonprofit sectors.

The annual VAR list from Accounting Today is the premier ranking of accounting and accounting-related software resellers by revenue. The 2017 edition also focused on the strategies technology consultants are using to respond to increased client demand for seamless integration, automated reporting and enhanced analytics.

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Posted on: October 24th, 2017

Padden, Guerrini & Associates to Merge with RKL

Transaction capitalizes on industry synergy and geographic strength

PRESS RELEASE

MECHANICSBURG, PA (October 24, 2017) – RKL LLP (RKL), a leading CPA and business consulting firm, today announced that Mechanicsburg-based Padden, Guerrini & Associates, P.C. (PGA) will be joining the firm as the result of a merger effective January 1, 2018. The deal capitalizes on synergies between the firms’ client bases and further bolsters RKL’s position in the Greater Capital Region.

The transaction aligns two Central Pennsylvania-based firms with a shared focus on serving the needs of middle market commercial and individual clients based in the Greater Capitol Region, as well the credit union and senior living industries. Ranked among the nation’s top firms and a “Best Place to Work in Pennsylvania,” RKL’s specialized expertise and broad-based professional services capabilities will further strengthen PGA’s respected practices and talented workforce.

“This transaction was a logical fit for both firms. From RKL’s perspective, the opportunity to merge in a team of professionals with an exemplary dedication to our key industries as well as to the Greater Capital Region is a true win for our strategic growth initiatives,” said RKL CEO Edward W. Monborne.

“Personalized attention, consistent relationships and high-quality service have long been hallmarks of PGA’s client commitment,” PGA President David Padden said. “By joining the RKL team, not only are we able to maintain these principles, but we can also tap into cutting-edge capabilities that will allow us to expand and build upon the tax, accounting and consulting services we provide to commercial and individual clients.”

The transaction enhances RKL’s position in the Greater Capital Region, growing the size of its local team to approximately 50 team members. PGA’s existing location at 91 Cumberland Parkway, Mechanicsburg will serve as RKL’s second location in the Greater Capital Region and will add a West Shore presence to the firm’s geographic footprint.

The two firms share respected positions serving the accounting and consulting needs of the credit union and senior living industries, in addition to their well-recognized market position serving middle market commercial clients. Both firms are nationally recognized as top auditors of credit unions by Callahan & Associates, with RKL occupying the top 15th spot and PGA holding the 20th position. This transaction will place RKL in the top 10 firms serving credit unions nationally. PGA’s depth of experience serving senior living providers and its medical billing practice will further enhance RKL’s Senior Living Services Consulting Group, a nationally leading provider of financial, operational and compliance services for the post-acute care industry.

PGA’s five partners and 26 team members will join the RKL team, which employs nearly 400 team members in Pennsylvania and beyond. The Mechanicsburg office will represent the sixth Pennsylvania-based location for RKL’s CPA and business consulting firm, which also has operations in Lancaster, Harrisburg, Reading, York and Allentown. The firm serves clients in all 50 states and has locations across the U.S. through its Information Technology consulting entity, RKL eSolutions.

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Posted on: September 28th, 2017

RKL Forum Helps M&D Leaders Drive Performance

For the third year in a row, leaders from the manufacturing and distribution sectors tapped into RKL’s diverse expertise and business acumen at the firm’s exclusive industry-focused educational event. Centered around the theme “Drive Your Performance,” RKL’s 2017 Manufacturing & Distribution Growth & Profitability Forum, held on September 26 at Spooky Nook Sports in Manheim, equipped the record-setting crowd of more than 130 owners and executives with valuable insights and practical ideas to tackle the fast-paced challenges confronting the industry.

Keynote speaker Mary Ann Mauldwin, Chief Operations Officer of Roush Yates Engines, kicked off the event in high gear, sharing how she relies on innovation, education and efficiency to keep this leading-edge engine development company at the forefront of the racing industry. Mauldwin offered real world examples of the challenges and opportunities facing companies in high-growth mode like Roush Yates and discussed the strategies and tactics that help her pave the way for continued success.

RKL experts then helmed a series of breakout sessions centered around essential topics like change management, process improvement, human capital, international tax considerations, business transformation, revenue acceleration and information security.

This year’s event featured a new component to deepen attendees’ understanding of the day’s ideas and insights. Entitled Pit Crew Conversations, these roundtable discussions allowed presenters to turn the theories presented in the breakout sessions into practical applications attendees could take back to their companies.

Real-world perspectives from an industry leader, specialized expertise and takeaways from the RKL team and valuable networking time with peers and service providers all added up to a successful and engaging day of business-accelerating ideas for the region’s M&D leaders.

Learn more about RKL’s focus on the manufacturing and distribution industry.

Attendees and RKL team members network before the day’s agenda gets underway.

 

A scene from the continental networking breakfast before the keynote address. 

 

RKL’s M&D Industry Group leader Bob Pozesky kicks off the agenda with welcome remarks.

 

Roush Yates Engines COO and keynote speaker Mary Ann Mauldwin discusses the opportunities and challenges facing companies in high-growth mode.

 

Tax Manager Josie Parr addresses key international tax considerations for manufacturers.

 

Business Consulting Services Leader Bethany Novis teamed up with Kathryn Ross of Kross Strategies to offer attendees strategies for revenue enhancement.

 

RKL eSolutions’ Walt Goodfield and Bob Miller and Randy Coneby of RKL Risk Management speak during a panel on data security.

 

HR Consulting Practice Leader Danielle Hoffer discusses change management from the human capital perspective.

 

Business Consulting Manager Bob Pozesky addresses the operations, process improvement and growth aspects of change management.

 

Business Consulting Partner Paula Barrett leads a panel discussion centered around growth acceleration through business transformation.

Posted on: September 27th, 2017

RKL Announces Promotions

RKL LLP today announced the following promotions, effective September 1, 2017.

Samuel E. Gantz, CPA, Manager in RKL's Tax Services Group

Gantz

Samuel E. Gantz, CPA, Tax Services Group, promoted to Manager: Gantz delivers tax planning and compliance services to corporations, pass-through entities and individuals, with a specialized focus on pass-through entity taxation and multi-state compliance. Since joining RKL in 2012, Gantz has worked with clients in a variety of industries including construction, real estate, manufacturing and distribution. He is also active in the firm’s various training initiatives. Gantz is a board member and serves as Treasurer for Keystone Kidspace, and is a graduate of the Leadership York program. He received his B.S. in Accounting and Business Administration from York College of Pennsylvania. Gantz resides in Spring Grove with his wife and two daughters.

Stephanie E. Kane, CPA

Kane

Stephanie E. Kane, CPA, Tax Services Group, promoted to Manager: Kane delivers tax planning and compliance services to clients in a wide variety of industries, with a focus on nonprofit entities. Since joining RKL in 2007, she has been an active member of the firm’s Not-for-Profit Industry Group. Kane belongs to the American Institute of Certified Public Accountants (AICPA) and holds several leadership roles within the Reading Chapter and state level of the Pennsylvania Institute of Certified Public Accountants (PICPA), including Executive Committee Member, President-Elect, Emerging CPAs Committee Co-Chair and State Council Member. She is a 2015 graduate of Leadership Berks at Alvernia University program, and was class president. Currently Kane sits on the board, finance and governance committees of Berks Connections Pretrial Services. Kane earned her B.S. in Accounting from York College, and resides in Douglassville with her husband and son.

Thomas D. Reardon, CFP, Senior Wealth Advisor, RKL Wealth Management

Reardon

Thomas D. Reardon, CFP®, RKL Wealth Management, promoted to Senior Wealth Advisor: Reardon creates and implements customized financial plans for clients and their families, with a focus on helping them identify and prioritize goals for retirement, educational funding and estate planning. He works closely with the RKL Wealth Management Investment Team on advising clients with regards to their investment plans. Reardon earned the Certified Financial Planner (CFP®) credential from the American College of Financial Services, and a Series 65 license from the Financial Industry Regulatory Association. He sits on the boards of the Tri Valley YMCA and the Wyomissing Football Association, and belongs to the Greater Reading Young Professionals and the Financial Planning Association. Reardon holds a B.S. Business Management from West Chester University, and he resides in Sinking Spring with his wife and two daughters.

Laura S. Rineer, CPA

Rineer

Laura S. Rineer, CPA, Small Business Services Group, promoted to Manager: Rineer specializes in corporate financial and tax reporting, business financial and tax planning and 5500 reporting for employee benefit and welfare plans. Since joining RKL in 2007, she has served clients from a wide range of industries including manufacturing/distribution, retail and services. Rineer holds a B.S. in Spanish with Business Option from Pennsylvania State University and a B.S. in Accounting from Albright College. She is a member of the American Institute of Certified Public Accountants (AICPA) and Pennsylvania Institute of Certified Public Accountants (PICPA). Rineer serves as Treasurer for CASA of Lancaster County, and she resides in Columbia with her husband and daughter.

Kyle L. Weller, CPA, Manager in RKL's Tax Services Group

Weller

Kyle L. Weller, CPA, Tax Services Group, promoted to Manager: Weller assists corporations, partnership and individuals with tax planning and compliance. He belongs to the American Institute of Certified Public Accountants (AICPA) and the Pennsylvania Institute of Certified Public Accountants (PICPA). Weller is a 2014 graduate of the Leadership Berks at Alvernia University program. He sits on the Tri Valley YMCA Board of Directors and belongs to the Greater Reading Young Professionals. Weller resides in West Lawn.

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Posted on: September 21st, 2017

RKL’s Godfrey and Mink Honored as PICPA Young Leaders

Kelly M. Godfrey, CPA

Kelly M. Godfrey, CPA

The Pennsylvania Institute of Certified Public Accountants (PICPA) has named RKL’s Kelly M. Godfrey, CPA, and D. Hunter Mink, CPA, CCIFP®, among its 2017 Young Leaders, in recognition of their positive impact on the accounting profession and their communities.

Godfrey and Mink, along with their fellow Young Leader Award recipients, were honored at the PICPA Leadership Conference, held on September 18, 2017, in Harrisburg.

A manager in RKL’s Audit Services Group, Godfrey serves the accounting and assurance needs of clients in the not-for-profit and public sectors. In addition to her public accounting experience, she also has seven years of commercial operations management experience. Godfrey holds a B.S. in Sociology/Criminal Justice from Bloomsburg University and a B.S. in Accounting from Lebanon Valley College.

D. Hunter Mink, CPA, CCIFP, manager in RKL's Audit Services Group

D. Hunter Mink, CPA, CCIFP

Godfrey is an active PICPA member, serving on the Reading Chapter’s Emerging CPAs Committee, as well as the Local Government Accounting and Auditing, Not-for-Profit and Ethics committees. She also serves as a loaned accountant for the United Way of Berks County Annual Campaign and volunteers as a tutor for the organization’s Ready.Set.Read! program. Godfrey lives in Lebanon with her husband and three daughters.

In his role as Audit Services Group manager, Mink plans and supervises engagements for clients in a variety of industries. He primarily focuses on serving the consulting and assurance needs of the architecture/engineering (A/E) sector and the construction industry. He expanded his relevance and expertise in this sector by earning the Certified Construction Industry Financial Professional (CCIFP®) designation in 2015. Mink also sits on RKL’s Audit & Accounting Committee, helping to manage the firm’s professional development, continuing education and quality control standards. He earned his B.S in Accounting from York College.

Mink recently elevated his PICPA engagement to a leadership role, when he was installed as Treasurer of the South Central Chapter in May of this year. A lifelong York County resident, Mink resides in York with his wife and twin daughters.

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Posted on: September 20th, 2017

RKL Recognized Among Best Places to Work in PA

PRESS RELEASE

LANCASTER, PA (September 20, 2017) – RKL LLP stands among the best employers in Pennsylvania, according to a statewide awards program designed to recognize and celebrate the commonwealth’s top 100 workplaces.

“At RKL, we work hard to foster a workplace culture of trust, teamwork and accountability and to position our team members to achieve superior results while enriching their lives,” said RKL CEO Edward W. Monborne. “We’re proud that our efforts to strengthen our team and create a fulfilling professional environment place us among the top employers in Pennsylvania.”

The Best Places to Work awards program annually identifies the top 100 employers in the state based on employee surveys and company evaluations. The program is a public/private partnership between Team Pennsylvania Foundation, the Pennsylvania Department of Community and Economic Development, the Pennsylvania State Council of the Society for Human Resource Management and the Central Penn Business Journal.

RKL and the rest of the top 100 employers will be recognized and rankings will be revealed at the Best Places to Work in PA awards banquet on Thursday, November 30, 2017, at the Lancaster County Convention Center.

For more information on the Best Places to Work in PA, visit www.bestplacestoworkinpa.com.

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Posted on: September 1st, 2017

RKL Admits Jonathan Clark to Firm Partnership

Jonathan M. Clark, Partner in RKL's Tax Services GroupPRESS RELEASE

WYOMISSING, PA (September 1, 2017) – RKL LLP today announced that Jonathan M. Clark, CPA, has been admitted to the firm’s partnership, effective September 1, 2017.

“We are proud to welcome Jonathan as a firm partner. Jonathan’s specialized expertise and strategic approach to tax planning have made him a trusted advisor to his clients, a respected mentor to his colleagues and a major force in RKL’s continued success,” said Edward W. Monborne, RKL CEO.

As Partner in the Tax Services Group, Clark will continue to serve clients throughout RKL’s Central and Eastern Pennsylvania footprint and will be primarily based out of the firm’s Wyomissing office.

Clark delivers tax planning and compliance services to corporations, pass-through entities and individuals. He specializes in multi-state taxation and accounting for income taxes. Previously a manager in the Tax Services Group, Clark has amassed significant experience providing outsourced tax services to multinational companies since joining RKL in 2009.

Clark graduated summa cum laude from Liberty University with a B.S. in Accounting and earned his Masters in Taxation from Villanova University. He is a member of American Institute of Certified Public Accountants (AICPA) and Pennsylvania Institute of Certified Public Accountants (PICPA).

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Posted on: August 17th, 2017

RKL Named One of Nation’s “Top 100” Accounting Firms

RKL Named Among Nation's Top 100 FirmsPRESS RELEASE


LANCASTER, PA (August 17, 2017)
– An expanded focus on delivering innovative solutions to businesses and organizations continues to fuel RKL LLP’s rise among the nation’s top accounting firms, according to a notable industry publication.

INSIDE Public Accounting (IPA) boosted RKL one spot higher than last year’s position to number 66 on its “2017 Top 100 Firms” list, based on the firm’s 7.3 percent growth. Since breaking into the IPA Top 100 list in 2012, RKL has seen a steady increase in its position on this annual ranking.

“At RKL, we’re never content with delivering the status quo, so we’re proud that our continual quest for new and innovative ways to help our clients succeed continues to place us among the nation’s top firms,” said RKL CEO Edward W. Monborne.

Fueled by its deep bench of talented professionals across a growing range of financially oriented disciplines, RKL continues to expand its focus beyond the traditional scope of CPA firms. As clients look to RKL for assistance with an evolving range of business challenges and objectives, the firm is able to play a central role in business strategy and advise them on complex topics like cyber security, risk mitigation, performance improvement and human capital management.

RKL’s national ranking by IPA follows an earlier accolade this year from another industry publication Accounting Today, which placed the firm 65th on its listing of the nation’s top 100 firms. To view the 2017 IPA Top 100 Firms report, click here.

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Posted on: July 26th, 2017

RKL’s Mink One of Central PA’s “Forty Under 40” Young Leaders

D. Hunter Mink, CPA, CCIFP, manager in RKL's Audit Services GroupPRESS RELEASE

YORK, PA (July 26, 2017) – RKL LLP today announced that D. Hunter Mink, CPA, CCIFP®, has been recognized among the region’s most accomplished young leaders by the Central Penn Business Journal as part of its 2017 “Forty Under 40” awards program.

“Not only is Hunter an industry expert and a strategic advisor to his clients, he also plays a key role in shaping the future of our firm and improving the quality of life in the York community,” RKL CEO Edward W. Monborne said. “We’re pleased to see the Central Penn Business Journal celebrate Hunter for the many qualities that make him a valued member of the RKL team.”

Mink joined RKL in 2012 as a manager in the firm’s Audit Services Group, where he plans and supervises audit engagements for clients across a wide range of industries. He specializes in serving the consulting and assurance needs of the architecture/engineering (A/E) sector and works closely with many A/E firms throughout the Mid-Atlantic region. Mink also sits on RKL’s Audit & Accounting Committee, helping to manage the firm’s professional development, continuing education and quality control standards.

A member of RKL’s Real Estate Development & Construction Industry Group, Mink deepened his expertise and expanded his relevance in the sector by becoming a Certified Construction Industry Financial Professional (CCIFP®) in 2015. Achieving the CCIFP designation places Mink among an elite group of professionals nationwide that meet rigorous standards of ethical financial management in the complex construction environment.

A 2009 graduate of the Leadership York training program, Mink recently advanced to leadership positions with two local civic and professional development organizations. He was installed as Treasurer of the South Central Chapter of the Pennsylvania Institute of Certified Public Accountants (PICPA) in May, and was named Vice President of the York East Rotary Club earlier this month.

Mink serves as Board Member and Treasurer for the Farm & Natural Lands Trust of York County and sits on the Annual Campaign Cabinet for the United Way of York County. Mink also pays his professional expertise forward to local students, participating in hands-on educational events from Junior Achievement of South Central PA and presenting at Dallastown High School’s business ethics workshop.

Mink holds a Bachelor of Science in Accounting from York College of Pennsylvania. He has been licensed as a Certified Public Accountant in Pennsylvania since 2007, and belongs to the PICPA and American Institute of Certified Public Accountants (AICPA). A lifelong York County resident, Mink resides in York with his wife, Emily, and his twin daughters.

The annual “Forty Under 40” program celebrates Central Pennsylvania’s best and brightest young business leaders. Mink and his fellow 2017 honorees will be celebrated on October 2 at a ceremony at the Hilton Harrisburg. Click here for more information on CPBJ’s “Forty Under 40” Awards.

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Posted on: July 5th, 2017

RKL Welcomes New Partner Barry M. Pelagatti to Firm Leadership

Barry M. Pelagatti, Partner and leader of RKL's Financial Services Industry Group. Pelagatti will lead the firm’s Financial Services Industry Group

PRESS RELEASE

RADNOR, PA (July 5, 2017) – RKL LLP today announced that Barry M. Pelagatti, CPA, has joined the firm as a Partner. Based out of the firm’s Radnor office, Pelagatti will lead RKL’s Financial Services Industry Group.

“We’re proud to welcome Barry Pelagatti to the RKL leadership team,” said Edward W. Monborne, RKL CEO. “His reputation as a trusted advisor and business strategist for financial institutions in the Greater Philadelphia region will be a tremendous asset to RKL as we expand our capabilities to more comprehensively serve the financial services industry throughout our footprint.”

“With its entrepreneurial culture, team of talented professionals and innovative approach to professional services, it’s an exciting time to join RKL,” Pelagatti said. “I look forward to contributing value and industry insights to the firm’s expanded efforts to help financial institutions proactively manage evolving challenges like risk and regulatory compliance.”

Through its highly regarded credit union practice, RKL has long served the accounting and advisory needs of these financial institutions in Pennsylvania and neighboring states. The firm established a presence in the Greater Philadelphia region in October 2016 with the launch of Radnor-based RKL Risk Management LLC, which allows RKL to deliver internal audit, compliance and information technology audit services to a wider range of financial institutions.

Under Pelagatti’s leadership, RKL’s broadened focus on the financial services industry will allow the firm to deliver a robust spectrum of services to banks, credit unions and other institutions, ranging from traditional assurance and compliance requirements to cutting edge capabilities like cyber security and risk management. Pelagatti’s industry expertise and regional connections position RKL to not only grow its client base in the financial services realm but also to foster relationships across other industries in the Philadelphia area and beyond.

Pelagatti brings more than 20 years’ experience in public accounting to RKL. He has deep experience advising financial institutions on operational improvement and complex accounting and reporting matters, including mergers and acquisitions, SEC requirements and capital market transactions.

A member of the American Institute of Certified Public Accountants (AICPA), Pelagatti participates on the AICPA Depository and Lending Institutions Expert Panel. He also is a member of the Pennsylvania Institute of Certified Public Accountants, and is currently the chair of the PICPA Financial Institutions Training Committee.

Pelagatti is an active member of the New Jersey Bankers Association and the Pennsylvania Association of Community Bankers, and sits on the advisory board of the Financial Managers Society. He holds a B.S. in Accounting from St. Joseph’s University, and resides in West Grove, PA, with his wife and three daughters.

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