Year Established: 1951
Industry/Services: RKL LLP is a leading advisory firm offering a wide range of next-level solutions in tax, accounting, financial management, workforce strategies, private wealth, technology and more.
Business Address: 1330 Broadcasting Rd, Wyomissing, PA 19610
Website: rklcpa.com
Primary Contact Name & Title: Sarah Stehman, Sr. Communications Specialist
Email: sestehman@rklcpa.com | Phone: 717-399-1609
Names & Roles of Family Members Active in the Business:
Edward W. Monborne, CPA, CEO
Is there a succession plan in place?
Mike De Stefano, CEO-Elect
What is the mission or core purpose of your company?
RKL’s mission is to enrich the lives of our clients, team and communities. We support the success and growth of the individuals and organizations we serve by building strong, trusted relationships and delivering expert guidance across all facets of financial and business management.
Family-owned businesses are at the heart of RKL’s client community. We recognize the unique complexities family-owned businesses face—whether in tax planning, audit and assurance, consulting, mergers and acquisitions or multi-generational succession strategies. Our mission is to be a reliable partner through every stage of business growth and transition, always guided by our core values of being bold, collaborative and caring. We’re advisors, delivering solutions that help families and their businesses achieve their fullest potential, not just today, but for generations to come.
What products/services make your business unique?
RKL stands out by providing a full spectrum of advisory and compliance services tailored to the diverse and evolving needs of our clients. Our expertise extends well beyond traditional accounting and tax support. We’re with our clients through every stage, delivering strategic solutions in audit and assurance, tax planning, business consulting, mergers and acquisitions and multi-generational wealth and exit strategies.
What truly makes us unique is our ability to seamlessly integrate technical skills with a deep understanding of the personal and family dynamics that drive decision-making, especially in closely held businesses. Our advisors collaborate across specialties to address not only financial compliance, but also succession planning, business transition, leadership development and legacy preservation. This holistic approach enables family business owners to maximize value while ensuring long-term sustainability for future generations.
In what ways does your business support or engage with the Berks County community?
Over the past year, our team volunteered over 10,000+ hours and helped raise nearly $900,000 for 316 organizations throughout our communities.
In Berks County specifically, our Reading team made and donated no-sew blankets to United Way of Berks County and Big Brothers Big Sisters Berks County. We also gathered Christmas gifts to support the Salvation Army and Toys for Tots and always sponsor numerous community events throughout the year.
We are proud to be consistently recognized among the “Best Places to Work” in Pennsylvania, reflecting our commitment to creating a workplace that is bold, collaborative and caring. We celebrate each team member’s unique journey and prioritize their well-being, which helps our team—and in turn Berks County—thrive.
What goals or plans do you have for the future of your business?
We’ve set three bold goals for this year.
- Optimize Service Offerings and Client Portfolio for Long-Term Growth
RKL continues to leverage an entrepreneurial approach to service innovation, expanding beyond traditional accounting to offer diversified solutions in technology, wealth management, workforce planning and more. By proactively reviewing our service mix and portfolio, we aim to align our capabilities with emerging market demands, ensuring sustained, client-focused expansion. - Foster a Unified, Client-Focused Advisory Culture
Our clients value holistic advisory services over purely compliance-based support. With that in mind, we are committed to continuing to embed an advisory mindset throughout the firm. This includes comprehensive training programs to equip our workforce as best-in-class advisors and strengthening our dedicated client success function to nurture relationships and deliver exceptional client experiences. - Drive Innovation and Integration Across Entities
We approach innovation holistically, from client engagement to hiring practices, listening closely to client needs today to anticipate the needs of tomorrow. By integrating technological advancements across our entities, we position our firm for agile, future-ready growth.
Together, these strategies underscore RKL’s commitment to intentional growth, exceptional client outcomes and sustained leadership in the advisory industry.