The Rivlin Group, PC

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

  • Xero Migration

    Specialist

    Xero Migration
  • Silver champion partner

    Partner status

    Silver champion partner
  • Partner since 2016

    Experience

    Partner since 2016
  • Xero advisor certified

    Certification

    Xero advisor certified

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

Profile image for Jonathan Rivlin, CPA
  • 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

Profile image for Joshua Rivlin
  • 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)

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


  • Trade & construction

    Specialist

    Trade & construction
  • Professional services

    Specialist

    Professional services

Industries Served


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

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.