Healthcare Practices
Your practice needs a CPA who answers before you have to ask.
Payer-mix confusion. Year-end surprises. Radio silence when a decision actually matters. Healthcare practices generating $500K to $5M get structured bookkeeping, proactive tax prep, and quarterly insight — delivered before you think to ask for it. Patient identifiers excluded from all bookkeeping memos by design, not by reminder. No discovery call. Start today.
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 business day
- 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 ProCFO 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
- Quarterly board seat (Q2 + Q4)
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 AdvisoryTax 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–$5M 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)
Questions before you sign up
What does RTW.ai do for a healthcare practice?
It runs your bookkeeping, monthly reporting and tax planning for a practice generating $500K to $5M a year, and it delivers the results in your Client Center. Three tiers (Bookkeeping, Bookkeeping Pro, CFO Advisory) share the same structure and differ in how much advisory sits on top of the books. Tax preparation is priced separately.
Do I need a discovery call first?
No. You sign up, choose your services and receive your intake organizers and engagement letter in the Client Center, with no call required. The optional 15-minute follow-up is for signed clients, scoped to a delivered package; there is no pre-signup call.
What is included, and what is not?
Every tier includes monthly bookkeeping (categorization, reconciliations, financial statements), ongoing QuickBooks Online maintenance, a monthly close delivered by the 5th business day, and Client Center access. Bookkeeping Pro adds a monthly KPI dashboard, a quarterly performance report, a quarterly advisory review and priority email response. CFO Advisory adds monthly advisory, scenario modeling and a rolling forecast, integrated tax planning and a quarterly board seat. Prices are published on the pricing page: billed monthly in advance, cancel any time with 30 days notice, and tax preparation priced separately with 15% off for active subscribers. Not included: tax return preparation (priced separately), audit defense, prior-year amendments, IRS or Georgia DOR notice response, cost segregation studies, R&D credit studies and practice valuations. Those are separate engagements or referrals.
How does it work if there is no regular meeting?
Each month's package arrives with a short video report-out that walks through your numbers and answers the questions most owners ask about them. If the video leaves a question open, you ask by message or email, and phone is available. If you still want live time, you can book an optional 15-minute follow-up scoped to your specific questions.
What do you need from me to start?
Access to your QuickBooks Online file and last year's tax return. You upload those, and the rest of the intake is done through organizers in the Client Center.
What happens to patient information?
Patient identifiers are kept out of bookkeeping memos by design. RTW works with the financial and tax records of the practice as a business, not with patient medical records. Where a bank or payer description contains a patient name, it does not go into a memo field.
How long does it take, and when do I get my numbers?
Setup, including any cleanup of earlier months, typically takes about 30 days from signup. After that, your books run on the regular monthly cycle: each month is closed by the 5th business day of the following month, and the month-end package and video arrive by the 10th.
How is my tax return delivered?
You receive a video walkthrough of the return in the Client Center, then sign the e-file authorization (Form 8879) before anything is filed. Tax preparation is quoted after a short scope review. Multi-state and complex returns are quoted on scope.
Resource Library
The tax questions healthcare owners actually ask.
Written by Askia Roberts, CPA (GA License #CPA038784). No paywalls, no lead forms — just the answers.
The Tax & Accounting Guide for Medical Weight Loss Clinic Owners
What a medical weight loss or GLP-1 clinic owner needs to understand about the financial side: membership revenue, drug inventory and cost of goods, cash-pay economics, entity structure, provider compensation, and the reporting a generic bookkeeper will not produce.
Read article GuideAccounting for a Medicare-Certified Home Health Agency
PDGM 30-day periods, the Notice of Admission clock, revenue recognized across period boundaries, and the cost report — what makes Medicare-certified home health accounting different from non-medical home care, and where agencies lose money in the gap.
Read article GuideTax Deadlines for Physician and Dental Practice Owners: The Full Calendar
Every tax deadline a practice owner actually has to hit — March 15 and September 15 for the practice return, April 15 and October 15 for the personal return, four estimated payment dates, and the payroll deadlines in between. What each one covers, and what missing it costs.
Read article GuideThe Complete Tax & Accounting Guide for Home Care Agency Owners
What a non-medical home care agency owner needs to understand about taxes and accounting: entity structure, caregiver payroll and overtime, margin by payer, VA and long-term-care billing cycles, quarterly estimates, and the reporting most agencies never see.
Read articleGet Started
Ready when you are.
Sign up, connect QuickBooks, get to work. After setup, we close your books by the 5th business day of each month.
Past $5M and need the high-touch Elite engagement? Visit rtwadvisors.com.