Professional Services
Books that finally tell you which work is actually profitable.
Agencies, consultancies, and professional firms generating $500K to $3M run on billable time and project margin — and most bookkeeping never shows either. RTW.ai gives you clean books, proactive tax prep, and quarterly insight built around how a services business actually makes money.
We work with professional services firms — marketing and creative agencies, consultancies, law and architecture practices — so the reporting speaks your language: utilization, project margin, owner compensation, and the cash-flow swings between engagements.
Pricing
Simple, public, month-to-month.
Pick a tier and sign up. Billed monthly in advance, cancel any time with 30 days notice. No contract.
Bookkeeping
Clean books, monthly reports, reconciliations.
- Monthly bookkeeping — categorization, reconciliations, financial statements
- Ongoing QuickBooks Online maintenance
- Monthly close delivered by the 5th
- Client Center portal access
Best For
Owners who need clean, current books and reliable monthly reporting — without an accountant in their inbox.
Tax prep priced separately · 15% off à la carte tax prep
Start with BookkeepingBookkeeping Pro
Bookkeeping plus the numbers explained — quarterly.
- Everything in Bookkeeping
- Monthly KPI dashboard + quarterly performance report delivered to your Client Center
- Quarterly business advisory review
- Priority email response
Best For
Growing businesses that want a KPI dashboard and the numbers walked through quarterly, not just emailed.
Tax prep priced separately · 15% off à la carte tax prep
Start with Bookkeeping Pro Questions first? Book 15 minutes →CFO Advisory
Strategy, forecasting, and planning in one seat.
- Everything in Bookkeeping Pro
- Monthly strategy session
- Scenario modeling + rolling forecast
- Monthly advisory (vs. quarterly)
- Integrated tax planning
Best For
Operators making real decisions every month who want strategy, forecasting, and planning integrated with their books.
Tax prep priced separately · 15% off à la carte tax prep
Start with CFO Advisory Questions first? Book 15 minutes →Tax Preparation
Priced separately, on purpose.
Tax prep is an annual deliverable, not a monthly one — bundling it hides the cost of the work. It’s à la carte, and subscribers get a flat 15% member rate.
See full pricing — subscriptions and tax prepFit
Who this is for. And who it isn’t.
This is for you if
- You run a services firm generating $500K–$3M annually
- You bill by project or retainer and want to see margin by engagement
- You’re comfortable with templated processes and async delivery
- You want owner-comp and tax planning handled, not just transactions categorized
This isn’t for you if
- You need a full-time in-house controller or live weekly calls
- You’re pre-revenue or under $500K
- You need bespoke fundraising or M&A financial modeling beyond CFO Advisory
- You want the cheapest possible bookkeeping
Get Started
Ready when you are.
Sign up, connect QuickBooks, get to work. We close your books by the 5th of next month — or you don’t pay for the first month.
Past $3M and need the high-touch Elite engagement? Visit rtwadvisors.com.