Accounts Payable Services & AP Automation Providers in Lititz, PA

Walz Group is a certified public accounting and business advisory firm based in Lancaster County, Pennsylvania. Founded in 1978, it has spent more than four decades serving businesses and nonprofits across the south-central part of the state. Its guiding idea is a promise it calls Ultimate Accountability, meaning work that is tailored, personal and expert on every engagement.

Buyers researching outsourced finance support should note that payables-related help appears to sit within the firm's bookkeeping and client accounting offerings rather than as a separate, clearly defined service line. The website does not describe specific payables tasks or any automation software, so the exact scope is worth confirming directly with the firm.

Services relevant to finance operations

Organizations that prefer to delegate routine accounting can look to the firm's client accounting group, which covers outsourced bookkeeping and CFO-level support. QuickBooks assistance is also part of the offering. Client comments describe multi-year relationships in which bookkeeping and tax preparation go together, and one reviewer praises the team's attention to detail and its help in refining accounting processes. The broader range of services includes:

• Outsourced bookkeeping and client accounting
• CFO services on an outsourced basis
• QuickBooks support
• Audit and other assurance work
• Tax preparation and planning for businesses and individuals
• Advisory services, including business succession
• Specialty tax studies covering R&D credits, cost segregation and predominant use

Industries and clients

The firm highlights several sectors: live event, construction, manufacturing, not-for-profit, healthcare, hospitality and professional services.

Examples drawn from its published client stories include a century-old maker of party goods that has relied on Walz for audit, tax and advisory help for about ten years, a second-generation electrical contractor, a global live event production company, a youth-serving 501(c)(3), dental and oral surgery practices, and a restaurant and entertainment venture called Decades.

That last client first approached the firm to make its financial reporting more accurate and later received guidance on COVID-relief programs for small businesses.

Working style

Engagements are led by a partner. The team says it begins by learning how a client's operation functions, then brainstorms strategies and plans with them. Stated core values are competence, open-mindedness, unity, integrity, compassion and trustworthiness. Clients describe the staff as accurate, timely, responsive and approachable, and some say the firm offers forward-looking economic insight that helps with major decisions.

People and affiliations

Leadership is headed by President Lynn A. Mills, CPA, alongside six other principals, with directors, senior managers and managers specializing in assurance and tax. Credentials across the team include CGMA, MST, CM&AP, CVA, CISA, CITP and Enrolled Agent.

The firm maintains memberships with professional and industry groups such as the AICPA, the Pennsylvania Institute of CPAs, the Lancaster Chamber, ABC Keystone, the Construction Financial Management Association, the Building Industry Association of Lancaster County and BDO Alliance USA. According to the firm, these ties provide continuing education and timely word on new laws and regulations.

Walz operates from two Lititz locations, one of them on the Rock Lititz campus, which suits its emphasis on live entertainment clients.

Walz Group is a sensible choice for mid-sized private companies and nonprofits that want bookkeeping and payables-type support handled by the same CPA firm that manages their audit, tax and advisory needs. It is a weaker match for buyers whose main goal is a standalone AP automation platform.