Will Roehm, Lancaster County CPA and Outsourced Accounting Services

Turning Complexity into Simplicity

Roehm Financial Services provides tailored accounting, tax, and advisory solutions for a wide range of industries. At RFS, we specialize in supporting business owners who value long-term partnerships and strategic financial guidance. Proudly serving clients in Pennsylvania and nationwide.

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Outsourced Accounting Services in Lancaster, PA | RFS

Tax Compliance

We can ensure your income tax returns are filed correctly and on time according to your tax plan, while also staying up-to-date with current tax laws to avoid penalties and maximize your eligible deductions.

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Outsourced Accounting Services in Lancaster, PA | Roehm Financial Services

Tax Planning

Proactive tax planning can help you reduce your tax liability while working toward your financial goals. With ever-changing tax laws, our team stays up-to-date so you don’t miss valuable savings opportunities.

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Outsourced Accounting Services in Lancaster, PA

Outsourced Accounting

Gain confidence knowing your financial records accurately reflect your business’s performance and position. We record, summarize, and present your financial data clearly, so you can make informed decisions with ease.

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Some of the industries we serve:

Medical

Tax planning, bookkeeping, and support for healthcare providers.

Contractors & Trades

Cash flow management and tax strategies for established contractors.

Real Estate & Property Management 

Strategic accounting and tax guidance for brokers, agents, and investors.

Retail

Inventory management, sales tax compliance, and cash flow optimization.

Professional Services

Tax preparation and financial planning for attorneys, consultants, and more.

Manufacturing

Work-In-Progress management, tax filings, and budgeting support for manufacturers.

Hospitality & Food Services

Outsourced controller services for restaurants, cafes, and boutique hotels.

Education & Childcare

Budgeting, cash flow planning, and compliance for tutoring and childcare providers.

Lancaster, PA CPA and Tax Specialist

Who We Are

Roehm Financial Services is led by William Roehm, CPA, a trusted advisor based in Lancaster, PA. As a CPA, Will offers a range of services – proactive tax planning strategies, tax returns, financial statements, and transactional support. Will understands that each field has its own financial complexities, compliance requirements, and growth opportunities.

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Real Stories. Real Results.

Stories of success from clients like you!

Praise for Roehm Financial Services, CPA, Outsourced Accounting

I can’t recommend Will highly enough.

“As the owner of an orthodontic practice in Lancaster, I know the importance of precision, reliability, and attention to detail—both in my work and from those I partner with. That’s exactly why working with Will at RFS has been such a support for my business. I have complete confidence that every number is accurate, every deadline is met, and every recommendation is made with my best interest in mind."

— Eric H, DMD, Orthodontist, Lancaster, PA

I always feel like a priority, not just another file.

“Partnering with RFS has been a complete game-changer for my periodontics practice in Philadelphia. What sets this firm apart is the personal attention and care you receive. RFS breaks down complex tax and financial matters into straightforward solutions, always with precision and integrity. Knowing that I have someone I trust fully handling my accounting allows me to focus on what I do best — treating my patients."

— Alex K, DMD, Periodontist, Philadelphia, PA

Praise for Roehm Financial Services CPA in Lancaster, PA

It’s not just accounting—it’s peace of mind.

"Running my own medical sales business, I wear a lot of hats—but thanks to Roehm Financial Services, accounting isn’t one of them. What I value most is the consistent attention to detail and clear communication. Will takes the time to truly understand my business and delivers reliable accounting tailored to my needs."

— Michael B, President, Nashville, TN

I Know My Finances Are in Good Hands

“My wife and I couldn’t be more grateful to have found Will. RFS took the time to understand our full financial picture and made the entire process feel easy and stress-free.You can tell he truly cares about doing things right and doing right by his clients. It’s rare to find someone this knowledgeable who’s also approachable and dependable."

— John & Emilia R, Individual Tax Clients, Lancaster, PA

I can’t recommend Will highly enough.

“As the owner of an orthodontic practice in Lancaster, I know the importance of precision, reliability, and attention to detail—both in my work and from those I partner with. That’s exactly why working with Will at RFS has been such a support for my business. I have complete confidence that every number is accurate, every deadline is met, and every recommendation is made with my best interest in mind."

— Eric H, DMD, Orthodontist, Lancaster, PA

I always feel like a priority, not just another file.

“Partnering with RFS has been a complete game-changer for my periodontics practice in Philadelphia. What sets this firm apart is the personal attention and care you receive. RFS breaks down complex tax and financial matters into straightforward solutions, always with precision and integrity. Knowing that I have someone I trust fully handling my accounting allows me to focus on what I do best — treating my patients."

— Alex K, DMD, Periodontist, Philadelphia, PA