Healthcare Practices
The accounting + tax practice you’d build if you couldn’t hire one yet.
Healthcare practices generating $500K to $3M deserve better than a generic bookkeeper — and don’t yet need a fractional CFO. RTW.ai is the offering in between: structured bookkeeping, proactive tax prep, and quarterly insight, delivered systematically.
We work with healthcare practices specifically — dermatology, home care, medical weight loss, speech therapy — so we already know the payer-mix questions, the entity structures, and what your peers ask at year-end.
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 healthcare practice generating $500K–$3M annually
- You want better than a transactional bookkeeper without a full-service price tag
- You’re comfortable with templated processes and async delivery
- You value insight over hand-holding — you don’t need an accountant in your inbox
This isn’t for you if
- You need real-time CFO advisory or live weekly calls (→ RTW Elite)
- You’re pre-revenue or under $500K (we’re not the right fit yet)
- You need custom multi-entity restructuring beyond CFO Advisory
- You want the cheapest possible bookkeeping (we’re not racing to the bottom)
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.