Professional Services
Books that finally tell you which work is actually profitable.
Agencies, consultancies, and professional firms generating $500K to $5M 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 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 services firm generating $500K–$5M 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
Questions before you sign up
What does RTW.ai do for a professional services firm?
It runs your bookkeeping, monthly reporting and tax planning for an agency, consultancy or professional practice generating $500K to $5M a year, and delivers the results in your Client Center. Reporting is built around how a services firm makes money: utilization, project margin, owner compensation and the cash swings between engagements. 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. Bespoke fundraising or M&A financial modeling is also beyond CFO Advisory.
Will I see margin by project or client?
That is what the reporting is built around, and how far it goes depends on how your projects and retainers are set up in QuickBooks Online. You give the firm access to your file, and the scope of project-level reporting is set at intake. If you bill by project or retainer, tell us that when you sign up.
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.
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 professional services owners actually ask.
Written by Askia Roberts, CPA (GA License #CPA038784). No paywalls, no lead forms — just the answers.
Professional Services Firm Owner Tax Guide (2024)
The complete tax guide for consulting firm and professional services firm owners. S-corp structure, salary optimization, retirement accounts, quarterly estimated taxes, QBI deduction, home office, cash flow — everything you need to pay significantly less than the default tax bill.
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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.