Real-time reporting. Fewer manual tasks. Reliable cloud-based tech platforms. Plus the guidance of an experienced and credentialed professional advisor, managing your day-to-day and long-term needs. It’s all within reach with RKL Virtual.
Our Accounting & Financial Management solutions are designed for organizations who are ready for next-level insights, better operations and accelerated growth. We put the right processes, talent and technology into place so you can shift your focus from everyday accounting and financial management to new opportunities to achieve your vision.
Adopting a virtual management model has its distinct benefits — the ability to tap into hard-to-recruit talent, technology platforms that elevate your operations and growth, and so much more, but there’s still quite a bit to consider.
We find that growth-minded organizations who are willing to adopt new processes and technologies are typically a great fit for this model. Our best clients are equally invested in developing strong partnerships with our advisors and are ready to try a new way to manage their business.
Step One: Let’s Make a Plan
Your business, operations and team needs are unique. We collaborate with you to develop a plan that brings together the right talent, technology, resources and processes to get you to where you want to be.
Step Two: It’s Implementation Time
Whether it’s implementing new processes, new technologies or both, our team is adept at making these transitions as easy as possible on you and your team, with frequent check-ins, milestones and ample training.
Step Three: Ongoing Management
With your processes and technology optimized, the real fun begins. Your dedicated advisor meets with you on a regular cadence, reviewing your financial performance, answering your questions and continuing to elevate your accounting and finance function.
We’re proud to serve companies from a variety of industries, from health care to professional services; however, we’re particularly experienced in three key sectors. Multi-location franchise owners represent our largest industry niche, followed by real estate development and not-for-profit organizations.