Bill also has experience with financial planning for high income, high net worth individuals. He displays a wide area of expertise including accounting and financial statement preparation, tax planning and preparation, as well as corporate tax planning, consulting, and due diligence for mergers and acquisitions.
Prior to joining the team at RLB, he was instrumental in building the healthcare consulting services for a large Lehigh Valley accounting firm, with whom he was associated for more than 12 years. He began his accounting career as a general accountant in the banking profession and his public accounting career with a firm in Bethlehem. Here is a list of our partners who offer products that we have affiliate links for.Bill is the managing partner of RLB entrusted with leading all firm operations and interactions with fellow shareholding partners and other RLB team members. While we work hard to provide accurate and up to date information that we think you will find relevant, Forbes Advisor does not and cannot guarantee that any information provided is complete and makes no representations or warranties in connection thereto, nor to the accuracy or applicability thereof. The compensation we receive from advertisers does not influence the recommendations or advice our editorial team provides in our articles or otherwise impact any of the editorial content on Forbes Advisor. Second, we also include links to advertisers’ offers in some of our articles these “affiliate links” may generate income for our site when you click on them. This site does not include all companies or products available within the market. The compensation we receive for those placements affects how and where advertisers’ offers appear on the site. First, we provide paid placements to advertisers to present their offers. This compensation comes from two main sources.
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To help support our reporting work, and to continue our ability to provide this content for free to our readers, we receive compensation from the companies that advertise on the Forbes Advisor site. The Forbes Advisor editorial team is independent and objective. Together, these criteria make up 30% of the total score.
Expert analysisīased on our market research and customer reviews on popular third-party review sites, we also ranked additional criteria, such as ease of use, detailed or standout features, popularity and value for the price, ranking these on a graded scale from excellent to terrible. Both kinds of features combined to account for 60% of our total score.
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These included offering mobile apps and software integrations. These general features include providing a dedicated bookkeeper, offering bank reconciliation and offering tools, such as invoicing, payroll, bill pay and financial statements.įor additional features, these were elements that fell into the “nice-to-have” category that not all software providers offered, either as part of their regular plan or as a paid add-on. For general features, we considered these to be elements that the software should offer and we weighted them by whether they were part of the paid plan or were available as an add-on. We broke features down into two separate categories: general features and additional features. Pricing accounted for 10% of our weighted scoring. Those that had pricing that we considered to be in the affordable or moderate range fared better in our rankings while companies that offer upfront pricing received higher ratings than those that did not disclose it immediately.
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Pricingįor pricing, we considered whether a service offers a free trial or a free version of its software as well as the affordability of its lowest and highest price tiers. After assigning a weighted score to each category, we formulated rankings for each company. We also looked at real customer experiences to determine if their expectations were met based on what each company promised. Forbes Advisor analyzed 13 online bookkeeping services and considered 15 metrics such as price, features, customer service, ease of use, integrations and service level.
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