The Rivlin Group, PC

Accountant · 300 Redland Court, Suite 212, Owings Mills, Maryland

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About us

We are a professional services company catering to the needs of small businesses and the entrepreneurs that run them.

Services include: tax preparation, planning, and compliance, accounting and systems implementation, and management consulting. We offer wrap around cloud based services to guide your business and your life towards your goals. Securities offered through Cambridge Investment Research, Inc., member FINRA/SIPC.

Affiliations

American Institute of CPAs

Meet the team

The Rivlin Group, PC advisors: 4 - Xero certifications: 3

To become certified, advisors complete learning modules on Xero’s key features and pass a practical exam.

Jonathan Rivlin, CPA

President

Xero advisor certified

Has a strong understanding and practical knowledge of how to use Xero with clients.

Albert Einstein, when asked about his taxes, said, "The math is too difficult, it would take a philosopher."

I am that philosopher. I take a logic based approach to navigating our irrational world.

Joshua Rivlin

Principal

Xero advisor certified

Has a strong understanding and practical knowledge of how to use Xero with clients.
Xero Migration

Has training and expertise in switching clients to Xero.
Trade & construction

Has training and expertise in advising on apps for trade and construction businesses.
Professional services

Has training and expertise in advising on apps for professional services firms.
Retail & ecommerce

Has training and expertise in advising on apps for retail and ecommerce businesses.
1 year Xerocon attendance

Continually exploring financial technology to find new ways to increase efficiency and provide more meaningful, real-time advice and customized solutions for my clients.

The Rivlin Group, PC: Bank experience

Clients of The Rivlin Group, PC connect to a range of banks via Xero. The Rivlin Group, PC specialises in working with some of those banks; they can help with setting up bank feeds, and are knowledgeable about accessing bank loans and streamlining payments through Xero.

Bank connections

American Express (US)
Bank of America (US)
Capital One (US)
Chase Bank (US)
M&T Bank (US)
Mercury
PayPal
Relay Financial
Stripe
Truist (US)
Wells Fargo (US)

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The Rivlin Group, PC: Industry experience

The Rivlin Group, PC works with businesses across a range of industries. They specialise in helping to choose apps that integrate with Xero to boost business performance for some of those industries.

Industry Specialist

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Industries Served

Construction and trades
Professional services
Real estate and hiring services
Arts and recreation

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The Rivlin Group, PC : App experience

The Rivlin Group, PC serves clients who use 4 different apps that connect and integrate with Xero.

Connected apps

Find us

The Rivlin Group, PC has offices in 3 locations

Owings Mills: 300 Redland Court, Suite 212, Owings Mills, 21117, Maryland; +410 9026120

Baltimore: Baltimore, Baltimore, Maryland; +410 9026120

Howard County: Howard County, Howard County, Maryland; +410 9026120

New to Xero? The Rivlin Group, PC can help

Xero is beautiful online accounting software for smaller businesses. The Rivlin Group, PC can help make your switch as smooth as possible.

Contact them to find out how they can help your business.

1 Year Xerocon Attendance ?

The firm shows a commitment to Xero and to professional development by having one or more of their people attend Xerocon, Xero’s annual global conference, for the number of years shown.
Partner since 2016

Please note, Xero doesn't guarantee the service of any one advisor

We don’t review advisor listings and we don’t recommend or guarantee the service provided by any one advisor, so make sure you check them out yourself and get comfortable with them yourself.

Xero certification means that some or all team members have completed courses and been assessed by Xero as proficient in the use of the Xero application.

Xero specialisation means that some or all team members have completed several short learning modules to develop skills in that area.

Xero doesn’t assess any individual advisor’s or firm’s proficiency as an accountant, bookkeeper or financial advisor. And Xero certified advisors and advisors with industry or bank specialisations are not employees of Xero.