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 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–$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
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.
Read article1099 Consulting Income: What You Owe and How to Reduce It
When you receive 1099 income from consulting, you owe income tax plus self-employment tax on every dollar of profit. Most new consultants are surprised by the total tax rate. Here is what you owe, when you pay it, and the specific steps that reduce the bill.
Read articleBookkeeper vs. CPA for a Consulting Firm: Who Does What
Most consulting firm owners either pay CPA rates for bookkeeping work, or run without a CPA and miss the planning they actually need. Here is how the roles divide, when you need each, and what good coordination between them produces.
Read articleWhy Consulting Firms Have Cash Flow Problems Despite Strong Revenue
A consulting firm billing $600K per year should not struggle to make payroll. But cash flow problems are common in professional services — and they have predictable causes that have nothing to do with how much you bill.
Read articleGet 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.