Virtual Management Solutions
As your organization grows, finance, accounting, payroll and HR become more complex. RKL Virtual provides outsourced back-office support, strategic guidance and technology-enabled solutions to improve efficiency, strengthen controls, increase visibility and build a scalable foundation for growth.
Why Virtual Management Solutions
At RKL Virtual, we integrate into your team to provide outsourced accounting, CFO advisory, payroll, HR and back-office transformation services tailored to your organization’s needs.
Our approach starts with understanding your current state before recommending solutions. By combining experienced advisors, best-practice processes and leading technology platforms, we help your organization improve visibility, strengthen controls, reduce manual work and build a scalable foundation for growth.
How RKL Virtual Works With You
When you work with RKL Virtual, you’ll get a team of experts who invest the time to fully understand your people, processes, technology and organizational goals.
This process starts with an assessment. Through conversations with key team members and evaluating your current technology and processes, we gain insight into how your organization currently operates, identify challenges and inefficiencies and uncover opportunities for improvement. We evaluate core business functions, such as accounting, finance, payroll, HR, cash management, reporting and operational workflows to develop a complete picture of your current state.
The result is a practical roadmap that aligns people, process, technology and advisory support with your organization’s objectives. Whether the next step involves process improvements, technology optimization, outsourced support, strategic advisory or a combination of solutions, our recommendations are designed specifically for your organization and not based on a one-size-fits-all approach.
Our Core Services
From day-to-day accounting to HR strategy and payroll technology, our services are designed to strengthen your operations and support growth.
Accounting & Financial Management
• Transactional Processing
• Core Accounting
• CFO Advisory
• Finance and Accounting AssessmentsWorkforce Strategies
• Outsourced and on-call HR
• Compensation analysis
• Recruitment
• Special projectsHR & Payroll Solution, powered by isolved®
• Payroll administration
• HR technology implementation and ongoing support
• Workforce management
• Employee data, reporting and compliance tools
Cross-Industry Expertise
With experience spanning multiple sectors, we help you address complex financial, operational and workforce challenges with confidence.
Mission-Driven Organizations
Growth-Oriented Businesses
Investment-Backed Companies
Nonprofits & Associations
Our flexible model provides scalable support tailored to your organization’s needs, giving you access to the right level of expertise while improving financial visibility, strengthening processes and allowing leadership to stay focused on the mission, all without having to budget for a full in-house team.
Faith-Based Organizations & Churches
Churches and faith-based organizations face unique operational, reporting and stewardship responsibilities. Our advisors help ministries build scalable finance and accounting processes, improve visibility and strengthen internal controls while providing the flexibility to adjust support as staffing, budgets and organizational needs evolve.
Professional Services Firms
As professional services firms grow, standardization, efficiency and visibility become increasingly important. Our advisors help firms, including Creative Agencies, modernize accounting processes, leverage technology, improve reporting and create scalable workflows that support growth without adding unnecessary administrative burden.
Closely Held & Family-Owned Businesses
Growing businesses and multi-unit franchises often reach a point where existing processes and internal resources can no longer keep pace with growth. Our advisors provide accounting, finance, technology and strategic support needed to create structure, improve visibility and build a foundation for long-term success.
Private Equity & Portfolio Companies
Private equity firms and portfolio companies need financial infrastructure that can adapt as they grow. Our team-based approach brings continuity, flexibility and specialized expertise across entities and stakeholders to streamline accounting, support investor reporting, improve visibility, and implement technology that supports future acquisitions.
Real Clients. Real Results.
RKL’s willingness to help in any way and be a true partner has been game-changing. Their work has been invaluable through the years, whether during periods of growth, rightsizing or stabilizing.
Working with RKL to engage our employees in a survey was the right choice for our organization. It helped us to hear directly from our employees about what they needed, which allowed us to hire the best candidate for the job.
Frequently Asked Questions
What services does RKL Virtual provide?
RKL Virtual provides outsourced accounting, financial management, CFO advisory, HR, payroll, and back-office transformation services. We combine experienced advisors, effective processes, and leading technology to help organizations improve visibility, strengthen controls, reduce manual work, and build scalable operations.
How is RKL Virtual different from a traditional bookkeeping or outsourcing provider?
RKL Virtual goes beyond completing routine tasks by assessing your people, processes, and technology, then developing a solution that may combine day-to-day support, strategic guidance, process improvement, and technology. This gives your organization access to a coordinated team with experience across accounting, finance, HR, and payroll.
Can RKL Virtual work alongside our existing team?
Yes. We can serve as an extension of your existing accounting, finance, HR, or leadership team by adding capacity, specialized expertise, or technology support. RKL Virtual can also manage an entire function when an organization does not have the necessary internal resources.
Does RKL Virtual provide technology as part of its services?
Yes. Technology is always integrated into how RKL Virtual delivers its services. Depending on your needs, we can help evaluate, implement, configure, integrate and use accounting, reporting, HR, and payroll platforms without requiring your organization to independently select and manage the technology.
Do we need to use all of RKL Virtual’s services?
No. Each solution is tailored to your organization. You may engage RKL Virtual for one area, such as accounting, CFO advisory, HR, or payroll, or combine multiple services into an integrated back-office solution.
How does an engagement with RKL Virtual begin?
The process typically begins with a discovery conversation and an assessment of your current people, processes, technology, reporting needs, and organizational goals. We use those findings to develop a practical roadmap that may include outsourced support, strategic advisory, process improvements, technology optimization, or a combination of solutions.
