Experience

John Packer, Regal Wealth Advisors

Summer 2020

For over 10 years, I have served organizations in Central Pennsylvania as a contracted CFO.  During this time, I have worked with several area CPA firms in coordinating the delivery of my clients’ tax and audit services.   Recently, I led an auditor search for one of my clients which resulted in the selection of Boyer & Ritter, a firm with which I had no previous relationship.  Through all phases of very competitive selection process, B&R was clearly the superior firm—from their proposal and initial dialogue, all the way to finalists’ interviews.  And, I must add, they presented (and sold) themselves before a very prestigious audit committee comprised of business executives across the Commonwealth.

Obviously, technical skills matter, but I believe all comparable CPA firms provide sound technical services. The primary goal in our auditor search was to secure a high-value relationship, and we certainly got what we were looking for.   My client’s audit work has started, and based upon my many years of experience in working with CPA firms, I say with 100% confidence that there is clearly something exceptional about the feel of B&R.  Their services are delivered in a very courteous, professional, and respectful manner that is unmatched in my other experiences.  I believe they excel in providing what is most desired by clients: solid technical services built upon a deep and fulfilling relationship.

- John W. Packer, CPA, MBA

Small Business Director

Regal Wealth Advisors, Lancaster PA

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