Business Details
35 Years
experience
Professional Accounting & Business Planning Services in Carnegie, PA
RLO & Company was founded in 1991 as a traditional Certified Public Accountant firm. Over time, we recognized the growing need for comprehensive financial and business planning services, leading us to develop a strategic approach focused on wealth creation and preservation. Our founder, Rob Omer, CPA, MST, brings extensive experience from his prior role as an Accounting Tax Manager, which informs our firm's commitment to strategic business planning and implementation. We believe success lies in not just creating plans but also measuring their effectiveness through ongoing analysis. Our services have evolved beyond traditional accounting and tax preparation to include strategic business consulting, financial planning, and QuickBooks support, tailored to meet the unique needs of each client.Our mission is to help clients maintain financial viability today while proactively planning for future success through open communication, research, and sound analysis. We pride ourselves on our reputation for ethics, performance, and personalized service, having served the Carnegie, PA business community for decades. Our team of professionals combines expertise with a dedication to timely, quality service, ensuring every client receives individualized attention. We continuously apply our accumulated knowledge and resources to enhance our clients' growth and financial success through proactive problem-solving and strategic guidance.
Services
Accounting
Tax Preparation
Business Planning
QuickBooks Support
Financial Consulting
Payroll Services
Strategic Planning
Bookkeeping
Tax Representation
Details
- Year established: 1991
Highlights and features
- We have over 30 years of experience delivering comprehensive accounting and business planning services.
- Our CPA professionals combine technical expertise with personalized client support focused on measurable outcomes.
- We offer strategic business consulting beyond traditional accounting, including operational analysis and succession planning.
- Our team includes QuickBooks ProAdvisors providing specialized software training and support.
- We maintain long-term client relationships through consistent ethical standards and proactive financial guidance.
Services
Accounting
Our accounting services provide accurate financial records through bookkeeping, financial statement preparation, and periodic accounting reviews. We assist with controller services, banking proposals, and payroll management while offering QuickBooks training and support. Our team helps businesses maintain organized financial records through budget preparation, forecasting, and evaluation of financing alternatives.
Tax Preparation
We offer comprehensive tax services for individuals and businesses including S-Corps, C-Corps, and partnerships. Our expertise covers tax return preparation, customized saving strategies, liability projections, and representation before tax authorities. We help clients optimize retirement planning and income tax strategies while handling estate and inheritance tax matters with professional guidance.
Business Planning
Our business planning services develop strategic direction through company vision statements, annual operational plans, and implementation programs. We provide financial analysis, risk assessment, and competitive analysis to support business growth. The service includes organizational reviews, succession planning, and merger/acquisition analysis tailored to each client's specific needs and industry benchmarks.
QuickBooks Support
As Certified QuickBooks ProAdvisors, we offer software implementation, customized training, and ongoing support. Our services include file diagnostics, remote technical assistance, and monthly review systems to maintain accurate financial records. We help businesses maximize QuickBooks' capabilities for checkbook management, bill payment, and payroll processing with tailored implementation strategies.
Financial Consulting
Our financial consulting services combine wealth creation and preservation strategies through business risk analysis and financial projections. We provide cash flow analysis, asset protection planning, and industry benchmark comparisons. The service includes budget forecasting, cost reduction reviews, and operational efficiency evaluations to enhance clients' financial position and long-term business sustainability.
People
Rob Omer
Founder/CPA/MST
Rob Omer, founder of RLO & Company, holds a Masters of Taxation degree and has 30+ years of CPA experience. He specializes in strategic business planning, tax consulting, and financial analysis while maintaining active roles in professional accounting organizations.
Benjamin Schantz
Assistant Project Support Coordinator
Benjamin Schantz provides tax preparation services and QuickBooks support. With prior experience in supply chain management and customer service, he brings analytical skills to financial data entry and client support operations.
Stephen R. Weiss
Accounting & Tax Support
Stephen Weiss offers accounting support with QuickBooks expertise, combining administrative experience from Carnegie Mellon University with tax preparation skills to provide technical and financial assistance to clients.
M. Kym Aston
Assistant Project Coordinator
Kym Aston manages administrative operations at RLO & Company, utilizing 25+ years of human resources experience to support firm operations and client service coordination.
Benedicte Sammut
Team Member
Benedicte Sammut contributes to client support operations at RLO & Company, ensuring efficient communication between clients and accounting professionals while maintaining professional service standards.
Questions
What accounting services do you offer?
We provide bookkeeping, financial statement preparation, payroll services, QuickBooks support, and periodic accounting reviews for businesses.
Do you help with tax planning and preparation?
Yes, we offer tax return preparation, customized saving strategies, liability projections, and tax authority representation for individuals and businesses.
Can you assist with business planning?
Our business planning includes strategic direction development, operational planning, and implementation programs tailored to your company's needs.
Are you available for QuickBooks training?
As Certified QuickBooks ProAdvisors, we offer software setup, customized training, and technical support for QuickBooks users.
What are your office hours?
We are available Monday through Friday from 9:00 AM to 5:00 PM for in-person or phone consultations.
Do you serve clients outside Carnegie, PA?
While based in Carnegie, PA, we serve clients throughout the region with both in-person and remote services.
