Kauffman CPA Company Acquisition Frequently Asked Questions
As of July 1, 2024, Kauffman CPA Company is part of RKL Virtual Management Solutions. Click here to read the press release. We have provided a list of Frequently Asked Questions to assist with any questions you may have. We look forward to connecting you with RKL Virtual to support your outsourced back-office needs.
Frequently Asked Questions
What happened to Kauffman CPA?
Kauffman CPA has been merged into RKL Virtual Management Solutions, an entity of RKL LLP. The company will now operate under the RKL Virtual Management Solutions brand.
Is the team from Kauffman part of the team at RKL Virtual?
Yes, most of the Kauffman team members opted to join the RKL Virtual team and will remain the point of contact for their clients. Doug is also working closely with the RKL Virtual management team to make the transition as smooth as possible. RKL Virtual is thrilled that they have chosen to stay and excited to have them on board.
Does RKL Virtual Management Solutions offer the same services as Kauffman?
RKL Virtual Management Solutions offers the same services that Kauffman CPA did, as well as some additional services such as Workforce Strategies, including payroll and outsourced HR. RKL Virtual does offer options for the technology stack that may not have been available at Kauffman, as well as access to expertise in the CPA firm, Wealth Management and RKL eSolutions.
If I want to contact someone from the Kauffman team, how do I do it?
Now that the Kauffman team is part of RKL Virtual, you can contact a previous Kauffman team member by calling 717.394.5666 and asking to speak with a specific person or submitting a “Speak with an Advisor-Virtual” form located at the bottom of any of the RKL Virtual Management Solutions web pages.
