Specialties Overview

Since our founding, RLA has specialized in serving closely-held companies, family businesses, entrepreneurs, and high net-worth individuals and their families. Many of our business clients are in their second and third generation of ownership, and over this period RLA has been their only professional CPA advisor. This is an accomplishment we are very proud of.

As certified public accountants and business consultants, we believe that truly understanding the industries in which our clients operate enables us to deliver the most effective solutions to their unique needs.

To support this, we have developed concentrations in the construction, manufacturing, and non-profit industries as well as employee benefit plans and venture capital and hedge fund administration. This platform allows us to deliver cutting-edge solutions and provide the best advice to help our clients succeed.

Specialties

Not-For-Profit

Not-For-Profit 

Many non-profits struggle to find a CPA firm that truly understands how their organization functions. At RLA we are experienced in dealing with accounting issues that are specific to non-profits like government grant compliance, non-profit audits, and filing non-profit tax returns…

Construction

Construction Industry

Requirements for financial statements for contractors are different from those for other businesses.  Financial statements for long-term construction contracts meeting certain criteria should be prepared in compliance with Accounting Research Bulletin 45…

Manufacturing

Manufacturing Industry

The challenges and opportunities in the manufacturing and distribution industry are greater today than they’ve ever been, due to advancements in technology and the growth of imported goods. Whether competing against giant domestic companies or producers…

Privately-held Businesses

Privately-held Businesses

We understand the passion you as a business owner have for your mission. In order to realize and grow that vision, you need to maximize profits and minimize taxes. We go beyond compliance to provide valuable insight and advice to improve your company’s position…

Fund Administration

Fund Administration

We understand the passion you as a fund manager have for your fund and we want to support your success in achieving great portfolio returns. In order to maximize your returns, we take care of the administrative, accounting, and compliance needs of your fund.  We partner with you to support any projects necessary for the success of your fund.

Employee Benefit Plans

Employee Benefit Plans

The Department of Labor (DOL) requires an annual audit of all employee benefit plans with 100 or more eligible participants. This includes pension plans, 401(k) plans and 403(b) plans, ESOPs and others…

“As a large not-for-profit private school, we have some very complex accounting and reporting requirements. In 2010, we determined that a change was indicated for external audit and tax services. We met with a number of regional and local firms and selected Robert Lee and Associates for the engagement. The firm has provided the School with professional quality services from the get-go. We find the experience and background of their team to be an excellent match for our needs. Results have included a marked improvement with internal controls and procedures and improved communication of oversight responsibilities with our Board of Trustees. We can confidently recommend the firm and its team for professional accounting, audit and tax services.”

Clif Wilcox, Business Manager, The Harker School