Financial Consulting Services

Want more than just accounting?

Looking to make your next move?

Succession Planning worrying you?

We take a much broader view

With our balanced approach of technical skill, business acumen and personal attention, our clients frequently turn to us for insight. Whether it’s helping to design an effective organizational structure, codify business processes or evaluate a potential divestiture or acquisition, we can help you make the sound decisions that will ensure your business remains competitive in any economy.

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Business growth is about managing cycles. Regardless if your business is just taking off or facing challenges, our Professionals know what you are going through. In addition to our accounting services, RLB offers a wide range of consulting services including performance management, business development and business sale assistance.

Planning for your legacy

Your business is not only your most significant asset – it is your legacy. What will happen to that legacy when you are no longer involved? Our experienced advisors are here to help you transition your life’s work to the next generation of owners; whether they are family members, key employees or an outside third party.

Our Consulting Services

Human Resources

Tax Planning

Business Valuation

Succession Planning

Bookkeeping

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Why would an accounting firm offer human resources services? Because at RLB, People Count.

We know that people are the building blocks of your success – just like they are for our firm. You need a resource to help you achieve that success through effective strategies to recruit and retain talented employees.

We treat your business as if it were our business. We watch the trends that impact your HR policies and strategies, and we proactively recommend ways to stay in front of those trends. In addition to educating our clients about the workplace violence and harassment legislation, we work closely with them to put in place actionable strategies to ensure compliance.

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We are always on the lookout for innovative and effective tax solutions to improve your bottom line. That means you are better prepared to take advantage of opportunities, such as tax incentives, before it’s too late. Proactive tax planning also means you can avoid the bumps along the road that trip up other, less-prepared travelers.

As a business owner, you make decisions every day that affect your tax liability. Our experienced tax advisors are here to help you evaluate your options and their tax implications; whether you need guidance on appropriate share structure, are selling your company and want to maximize your after-tax dollars, or are making a capital investment and want to take advantage of available tax incentives.

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At RLB we are committed to providing a holistic approach to business advise and Business Valuations is a key part of the service. Whether you need reporting for Shareholder Planning and agreements, Corporate reorganizations, Estate Planning, Succession Planning, or Litigation Support and dispute resolution, our dedicated and highly trained team are here to help.

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Succession is a hot topic of discussion in the world of business but what does it really mean? With the aging business owner population we are RLB are here to help you transition your business to whom ever that maybe. Whether you are moving ownership to a family member, looking for employee’s to take over or sell into the market we will take you through the planning and execution required for success. We will guide you through the tough discussions and ensure you are emotionally and financially ready to take your next steps.

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Our experienced Bookkeeping Support Specialists can effectively and efficiently complete your bookkeeping for you. In addition, our specialists are certified trainers for both QuickBooks and SAGE, and can teach you the ins and outs of each software.

Our Bookkeeping Support Specialists are here to answer your questions, troubleshoot your problems, and offer expert advice for any experience level – whether you’re setting up your bookkeeping system or dealing with more complex issues. Just call or e-mail us with your bookkeeping and software questions, and you’ll get step-by-step instructions!

How can we help?

  • Business Strategies
  • Operations and Organizational Structure Effectiveness
  • Growth and Innovation
  • Business Sale Assistance
  • Human Resources
  • Succession Planning
  • Bookkeeping Support

Meet the Team

Dave McEllistrum

CPA, CA, CMC

Jennifer Riddell

CPA, CA

Jonathan Biffis

Chief Operating Officer

Katie Cheesmond

Director of Business Development

Crystal Dunlop

Director of Human Resources

Justine Gaskell

CPA, CA