Professional Services
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Philly Accounting Firm Centri Business Consulting Lands $20M to Triple in Size By 2030
A Philadelphia accounting firm with deep local roots is thinking big. Centri Business Consulting, the Center City advisory firm founded in 2011, has secured a $20 million credit facility from Citizens Bank to fuel an ambitious push toward national scale, writes Jeff Blumenthal for the Philadelphia Business Journal. The firm, led by Roman Catholic High…
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RKL Chief Operating Officer Rachel Sargent Named One of Central Pennsylvania’s Women of Influence
Rachel Sargent, RKL’s Chief Operating Officer, was named one of Central Penn Business Journal’s 2026 Women of Influence. The award celebrates high-achieving women for their accomplishments. These women are selected based on their professional experience, community involvement, leadership, and commitment to mentoring. “Rachel’s recognition among the Women of Influence speaks to the impact of her…
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A Huntingdon Valley Couple With Asthma Built an Air Duct Cleaning Company Because They Had To
Most people don’t often think about the air inside their home. They clean their floors. They wipe down surfaces. They open windows when they can. But the air moving through their house every day tells a different story. For Avi Fish and Rebecca Dadi of Huntingdon Valley, this is personal. They both lived with asthma…
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RKL Announces Leadership Transitions for Senior Living Services Consulting Group
As senior living and post-acute care providers navigate increasing operational, reimbursement, and regulatory complexity, RKL’s Senior Living Services Consulting Group is entering its next chapter of leadership in step with the industry’s evolution. The firm announced that Stephanie Kessler will now lead the group, succeeding Jeffrey Boland, whose leadership helped establish the practice as a…
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A 30-Year Journey: Gregory Shank is Named New Managing Partner of Maillie LLP
Gregory Shank didn’t just land the top job at one of the region’s most respected accounting firms. He’s been building toward it for more than three decades. Maillie LLP, the Limerick-based accounting and advisory firm, has named Shank as its new managing partner, succeeding Laurie Tolle, who is retiring after 19 years with the firm.…
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With More Than $2.5 Billion in Assets, RKL Private Wealth Announces New President, EVP
RKL Private Wealth has key executive leadership position transitions planned for 2026. The nationally recognized financial planning and investment advisory firm has named David Morais to the top executive position, succeeding Laurie Peer as President, effective Sept. 1. As part of the leadership transition, Tom Reardon will assume the role of Executive Vice President. This…
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One of Nation’s Largest Search Firms Acquires Philadelphia-Based Howard Fischer Associates
Howard Fischer Associates, a Philadelphia executive search firm, has been acquired by executive search firm giant ZRG, writes Jeff Blumenthal for the Philadelphia Business Journal. According to founder and CEO Howard Fischer, while he wasn’t necessarily looking to sell, when taking into account his business plan for the future, the firm saw a need to…
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The Do’s and Don’ts of Healthy Communication in a Relationship
Healthy communication is the foundation of any strong relationship. Whether romantic, long-term, or newly formed, the way partners express thoughts, emotions, and needs can either strengthen their bond or quietly erode it. While no one communicates perfectly all the time, understanding a few key do’s and don’ts can dramatically improve how couples connect, resolve conflict,…
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RKL’s Laurie Peer Named 2026 Circle of Excellence Honoree by Lehigh Valley Business
Laurie Peer, President of RKL Private Wealth, has been named a 2026 Circle of Excellence honoree by Lehigh Valley Business as part of its Women of Influence awards program. The Circle of Excellence recognizes women of longstanding, notable success who are leading the way for other women in the community. Honorees are selected by a…
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Preparing Today for Cyber Protection Tomorrow: Prioritizing Your Cyber Investments
As a business leader, you likely view your cybersecurity budget with a mix of urgency and uncertainty. You read the headlines about ransomware and data breaches, and you know the risks are real. Yet determining exactly where to allocate your limited resources often feels like a guessing game. You are not alone in this anxiety.…
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RKL Claims Top Spot Among Accounting Firms in Pennsylvania
RKL, a leading advisory firm with an office in Exton, ranked first in Pennsylvania and 58th nationwide in the latest roundup of the 100 largest accounting firms from industry publication Accounting Today. RKL’s 2026 national ranking is based on 2025’s revenue of $151.54 million. The firm also ranked ninth among the top firms in the…
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When Outsourcing Doesn’t Feel Like a Partnership
You chose to outsource your accounting, HR, or financial management because you needed capacity, expertise, and steadier ground for decision-making. Instead, what you’re experiencing feels more like a vendor relationship that manages requests, rather than helping you plan ahead. If this scenario sounds familiar, you are not alone. Many organizations already use outsourced services, yet…
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First Ascent’s Partnership-Driven Approach Helps Clients Navigate the ‘Chaos of Digital Marketing’
Digital marketing as an industry has always been marked by constant change, algorithm shifts, and a relentless push toward the next big thing. For First Ascent, however, that reality has never meant chasing every new trend. Instead, the full-service agency based in Wilmington has built its reputation on a measured, partnership-driven approach: Investing in long-term…
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MyOfficeOps Helps Fuel Growth of Local Dental Practice by Removing Daily Accounting Burden
In today’s evolving healthcare landscape, private dental practices are being asked to do more than ever before. Clinical excellence is only one piece of the equation. Behind every thriving practice is a strong business foundation — and for one growing Bucks County dental office, that foundation has made all the difference. At their Yardley location,…
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How to Get Over Resistance to Changes in Payroll Technology Transformation
Introducing changes to your payroll processing can often be met with skepticism from your team members. This is rarely because they’re unwilling to improve, though. Rather, it’s because they harbor real concerns about switching to new and unfamiliar technology while working under demanding compliance requirements and strict deadlines. The hesitation is understandable. Imagine being counted…
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RKL Claims Spot on List of America’s Most Recommended Tax Firms
RKL, a leading advisory firm focused on delivering next-level solutions to help organizations and their leaders move forward and succeed, has again been named one of America’s Most Recommended Tax Firms by USA TODAY. The national publication, in partnership with Statista, rates the top 100 tax firms in the United States based on recommendations from…
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Two Philadelphia Firms to Merge, Deal Expected to Help Each Expand and Integrate Portfolios
Philadelphia firms Ceisler Media & Issue Advocacy and Athena Global Advisors, respectively, are set to merge, writes Jeff Blumenthal for the Philadelphia Business Journal. Both firms are in the belief that the merger will help each expand and integrate their portfolios of client services moving forward. As a result of the merger, Athena, a marketing…
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America’s Largest Privately Held Real Estate Brokerage Enters Philadelphia Market
Howard Hanna Real Estate Services, the largest privately held real estate brokerage in the nation, is now in the Philadelphia market and is already looking ahead to expanding, writes Paul Schwedelson for the Philadelphia Business Journal. The brokerage firm entered in Philadelphia by bringing on the team at Long & Foster Real Estate. This one…
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