Business Details
35 Years
experience
Trusted Accounting & Business Consulting Services in Carnegie, PA
Since our founding in 1991, RLO & Company has evolved from a traditional accounting firm into a comprehensive business consulting partner. Our approach combines technical expertise with strategic planning, focusing on both wealth creation and preservation for clients. Led by CPA Rob Omer, our team has developed a planning process that integrates financial and business management objectives, delivering measurable results for companies of all sizes. We maintain strict adherence to ethical standards while providing personalized attention to each client's unique needs.Our professionals bring decades of combined experience in taxation, accounting software implementation, and strategic business development. Through continuous client collaboration and implementation monitoring, we ensure long-term growth and success. Our commitment to excellence has made us a trusted advisor in Carnegie, Pennsylvania, serving businesses across diverse industries including engineering, distribution, and transportation.
Services
Accounting Services
Tax Preparation
Business Planning
QuickBooks Support
Financial Consulting
Details
- Year established: 1991
Highlights and features
- We offer 30+ years of accounting and business consulting expertise
- Our team includes CPA-certified professionals with industry-specific knowledge
- We provide personalized strategic planning and implementation monitoring
- Our QuickBooks ProAdvisors offer expert accounting software solutions
- We serve diverse industries including engineering, distribution, and transportation
Services
Accounting Services
Our accounting services provide accurate financial records and timely reporting to support business decision-making. We offer complete bookkeeping, financial statement preparation, and accounting system implementation for businesses of all sizes. Our team helps clients maintain compliance with financial regulations while optimizing their accounting processes for better efficiency.
Tax Preparation
We provide comprehensive tax preparation services for individuals and businesses, including corporations, partnerships, and LLCs. Our experts stay current with changing tax laws to ensure compliance while maximizing legitimate tax savings opportunities. We also offer tax planning strategies to minimize future liabilities for both personal and business tax situations.
Business Planning
Our business planning services help organizations develop effective strategic roadmaps for growth and sustainability. We work with management teams to create comprehensive plans covering core values, operational strategies, and financial objectives. The process includes implementation monitoring and regular progress reviews to ensure plan effectiveness in dynamic business environments.
QuickBooks Support
As certified QuickBooks ProAdvisors, we offer implementation, training, and ongoing support for QuickBooks accounting software. Our services include system setup, workflow optimization, and troubleshooting to help businesses maximize their accounting efficiency. We also provide remote support and regular system reviews to ensure accurate financial tracking.
Financial Consulting
Our financial consulting services encompass risk analysis, budgeting, and financial forecasting to support business decision-making. We help clients evaluate financial performance through industry benchmark comparisons and develop strategies for cost optimization and improved profitability. The services also include cash flow management and asset protection planning to enhance financial stability.
People
Rob Omer
Founder & CPA
With over 30 years of experience, Rob Omer founded RLO & Company in 1991 after serving as a Tax Manager at a regional CPA firm. He specializes in strategic business planning and tax consulting for engineering, distribution, and transportation companies.
Benjamin D. Schantz
QuickBooks ProAdvisor
Ben joined RLO & Company in 2021 and became a full-time tax preparer with QuickBooks expertise. He provides tax preparation services and accounting software support while maintaining professional certifications as a QuickBooks ProAdvisor.
Stephen R. Weiss
Accounting & Tax Support
Stephen joined the firm in 2020 as a tax and accounting support specialist. He brings QuickBooks expertise and administrative experience from Carnegie Mellon University while maintaining active roles in music education alongside his accounting work.
M. Kym Aston
Assistant Project Coordinator
Kym joined RLO & Company in 2023 with over 25 years of administrative and human resources experience. She manages office operations while leveraging her computer science background to support the firm's technology needs.
Questions
What accounting services do you offer?
We provide complete accounting services including bookkeeping, financial statement preparation, accounting system implementation, and financial reporting analysis for businesses of all sizes.
What tax services are available for businesses?
We offer corporate tax preparation, tax planning strategies, payroll tax filing, sales tax compliance, and representation before tax authorities for S-Corporations, C-Corporations, and partnerships.
Do you offer QuickBooks support and training?
Yes, as certified QuickBooks ProAdvisors we provide software implementation, training, system reviews, and ongoing technical support for QuickBooks accounting solutions.
What strategic business planning services do you provide?
Our business planning includes core value development, operational strategy creation, implementation monitoring, and regular progress reviews to ensure business growth and sustainability.
What are your office hours?
We are available Monday through Friday from 9:00 AM to 5:00 PM for client consultations and accounting services.
