Professional Services
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‘A Bold, Collaborative, and Caring Workplace Culture’: RKL Again Named One of State’s Best Places to Work
RKL has been recognized as one of the Best Places to Work in Pennsylvania for the ninth year in a row. This distinction highlights the firm’s commitment to fostering a bold, collaborative, and caring workplace culture for its team of nearly 700 talented professionals. RKL’s investment in professional development, flexible work arrangements, and employee well-being…
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FinCEN’s Proposed Rulemaking and Its Implications for Financial Institutions
The Bank Secrecy Act (BSA) program requirements are going to change. On June 28, 2024, the Financial Crimes Enforcement Network (FinCEN) issued a Notice of Proposed Rule Making (NPRM) to strengthen and modernize financial institutions’ programs. Specifically, the rule will require programs to be effective, risk-based, and reasonably designed — thus focusing on effectiveness, dynamism,…
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3 Delaware County Firms Among 50 Fastest Growing in Region
Three Delaware County companies were named among the 50 fastest growing firms in the Philadelphia region for 2025, writes the Philadelphia Business Journal staff. The rankings are based on average two-year revenue growth. Making the list at No. 17 is Green Star Exteriors in Holmes. This “people-first” company installs windows and siding. It saw a…
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Willow Grove’s Asplundh Expands with Move to Horsham Headquarters
One of Montco’s largest private companies is uprooting, writes Paul Schwedelson for the Philadelphia Business Journal. Willow Grove’s Asplundh Tree Expert, founded in 1928, is relocating its longtime headquarters from 708 Blair Mill Road to a larger office just a half-mile away in Horsham. The company signed a long-term lease for 120,000 square feet at…
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RKL Finds Next CEO to Continue Firm’s Remarkable Growth Trajectory
RKL, a leading professional services firm with an office in Exton, has announced that former Chief Operating Officer Mike De Stefano has been elected Chief Executive Officer, effective Sept. 1, 2026. De Stefano will succeed Ed Monborne, who has led the firm’s remarkable growth trajectory during his 15 years as CEO. As part of the…
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Why Employees Aren’t Taking PTO — and What Employers Can Do About It
Paid time off (PTO) is one of the most attractive and valuable benefits an organization can offer. According to the 2024 SHRM Employee Benefits Survey, paid-leave options are tied with retirement benefits as the second most valued offerings by employees. Similarly, a 2023 Pew Research Center report, “How Americans View Their Jobs,” found that 62 percent…
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Key Changes to 529 Accounts
The recently passed One Big Beautiful Bill Act (OBBBA), along with the Secure Act 2.0 of 2022, expands the utilization requirements of 529 plans. These new rules provide meaningful tax-saving opportunities for education-minded people. A 529 plan is a college savings plan sponsored by a state or state agency that can be used for education…
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RKL eSolutions Recognized as Top 40 VAR by Accounting Today
RKL eSolutions ranked 40th in Accounting Today’s 2025 list of leading value-added resellers (VAR) of accounting software by revenue. With $36.8 million in revenue, RKL eSolutions, a subsidiary of RKL LLP, has demonstrated significant expertise and impact in the accounting software industry. An Authorized Sage Partner, RKL eSolutions represents a portfolio of Sage software solutions,…
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RKL Wealth Management Named One of Nation’s Top 40 Firms by Accounting Today
Accounting Today has ranked RKL Wealth Management 35th in its latest list of top CPA-affiliated investment advisory firms nationwide by assets under management (AUM). With nearly $2.1 billion in AUM, RKL Wealth Management has demonstrated significant growth and expertise in the financial planning sector. RKL Wealth Management is one of three Pennsylvania firms among the…
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Unlocking the Potential of Skills-Based Hiring
Struggling with filling certain positions? Feel limited by the current pool of candidates you’re attracting? Are the candidates you’re hiring taking longer to reach full productivity? The answer to these challenges may lie in adopting a “skills-based” hiring approach. This approach to talent acquisition prioritizes a candidate’s practical skills and abilities over their formal education…
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Feeling the Effects of ‘The Great Detachment?’ It’s Time to Take Action
In the wake of the Great Resignation, where employees left their jobs in droves, you might have breathed a sigh of relief as the dust settled. But now, a new challenge has emerged, one that is quieter yet equally insidious: “The Great Detachment.” According to a December 2024 article by Gallup, only 32 percent of U.S.…
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MyOfficeOps Launches Strategic Impact Advisory, a Dual CFO-CRO Solution for Small Business Growth
MyOfficeOps, known for simplifying bookkeeping and business advisory for small businesses, has introduced Strategic Impact Advisory, a new offering that delivers both financial clarity and revenue growth strategy in one service. Strategic Impact is co-founded by Steve Rickel, an experienced CFO and owner of MyOfficeOps, and Mark Mehok, a seasoned sales and growth leader who recently completed Wharton’s Chief Revenue Officer (CRO) program.…
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Feeling Uncertain in Today’s Geopolitical Climate? Strengthen Your Business Value with Risk Management
In today’s environment of economic volatility, rising capital costs, and unpredictable global events, the phrase “control what you can control” has never been more relevant. Proactive, strategic risk management is not only a defense mechanism; it’s a powerful lever to sustain and grow your business value. Effective risk management helps you anticipate challenges, adapt to…
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Beyond Calculations: Understanding and Enhancing the Value of Your Company
In the world of family-owned and privately held businesses, there is one inevitable truth: every business is going to transition. For owners, the question becomes, how can you best prepare to transition on your terms? It’s essential for you and your executive team to understand the value of their business not only when a sale…
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Unlocking Workforce Potential: Seven Signs It’s Time for an Assessment in 2025
As an executive leader navigating the complexities of 2025, you face a myriad of challenges, from wage inflation and rising operational costs to macroeconomic uncertainty and the rapid pace of HR technology innovation. Recognizing the signs that indicate the need for a workforce assessment is crucial for maintaining a competitive edge and ensuring your organization…
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Letting Go to Level Up: SimplyPut Consulting’s Back-Office Transformation
At SimplyPut Consulting, we specialize in helping businesses streamline operations and unlock growth through tailored, transformative ERP (enterprise resource planning) solutions. Whether our clients are scaling for the first time or optimizing for the next stage of growth, we implement the systems and processes that drive clarity, control, and measurable results. But like many fast-moving…
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UPS Cutting 20,000 Jobs and Some Facilities Amidst Amazon Delivery Scaleback
Package delivery company UPS, the fifth largest employer in Delaware County, is cutting 20,000 jobs nationally and closing 73 leased and owned buildings by the end of June, writes Michelle Chapman for The Associated Press, as printed in The Philadelphia Inquirer. The move’s impact on the Philadelphia region was not disclosed. The cutbacks are in…
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Collaborative Growth: How Giunta’s Furniture Reignited Sales with Help from Fractional CRO from MyOfficeOps
As a locally owned, family-run business known for its curated home furnishings and personalized boutique experience, Giunta’s Furniture has been a staple in Chester County for more thana 15 years. However, like many small businesses with deep roots, the team at Giunta’s began to notice a troubling trend: sales had plateaued, customer growth had slowed,…
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