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Strategic Financial Leadership for Ambitious Business Owners
RTW Advisors delivers CFO-level guidance and proactive tax planning. We serve high-revenue businesses that value structure, systems, and forward-thinking advice. Our approach combines white-glove service with modern automation—so you get clarity without chaos.
Why RTW Is Different
Proactive, Not Reactive
We identify opportunities before year-end. Tax planning happens quarterly, not during tax season.
Systems-First Approach
Everything runs through Client Portal. No scattered emails. No lost documents. Clear workflows every time.
Built for Growth
We work with businesses earning $500K–$10M. If you value clarity and proactive guidance, you're in the right place.
Services Designed Around Your Business
We offer three core service lines. Each is built to support ambitious owners who need more than compliance—they need strategic financial partnership.
Our clients don't want generic advice. They want a team that understands their business model, their cash flow, and their goals.
What We Do
1
White-Glove Bookkeeping
Monthly reconciliation, categorization, and reporting. Clean books delivered on time. Built on QuickBooks with Syft Analytics for real-time insights.
2
Proactive Tax Planning
Quarterly strategy sessions to reduce liability. Entity structure optimization. Estimated payment coordination. We plan ahead—so April isn't a surprise.
3
Personal CFO Advisory
Strategic decision support for major moves. Cash flow modeling. Growth planning. You get CFO-level thinking without a full-time hire.
4
Tax Preparation & Compliance
Accurate federal and state returns filed on time. Multi-entity coordination. We handle the complexity so you can focus on running your business.
Service Details & Tiers
WHITE-GLOVE BOOKKEEPING
Purpose: Clean, accurate books that support decision-making
🟢 Core Bookkeeping
  • Monthly reconciliation and categorization
  • QuickBooks setup and maintenance
  • Monthly financial statements
  • Portal-based document collection
Best for: Established businesses with straightforward transactions.
🔵 Enhanced
  • Everything in Core
  • Syft Analytics dashboard
  • Custom reporting and KPI tracking
  • Quarterly financial review
  • Cash flow monitoring
Best for: Growth-focused owners who need real-time insights.
🟣 Strategic
  • Everything in Enhanced
  • Weekly cash position updates
  • Scenario modeling
  • Department or project-level tracking
  • CFO-ready financials
Best for: Owners making major decisions or preparing for funding.
PROACTIVE TAX PLANNING
Purpose: Reduce liability through year-round strategy
🟢 Quarterly Planning
  • Four strategy sessions per year
  • Estimated payment coordination
  • Basic entity structure review
  • Year-end projection
Best for: Owners earning $500K–$2M who want proactive guidance.
🔵 Advanced Planning
  • Everything in Quarterly
  • Entity optimization strategies
  • Retirement and benefits planning
  • Multi-year tax modeling
  • Coordination with other advisors
Best for: Owners with complex income or growth plans.
🟣 Executive Planning
  • Everything in Advanced
  • Monthly strategy access
  • Major transaction planning
  • Equity and exit strategies
  • Real-time scenario modeling
Best for: High-net-worth owners planning significant moves.
PERSONAL CFO ADVISORY
Purpose: Strategic financial leadership without a full-time hire
🟢 Foundational
  • Quarterly strategy sessions
  • Cash flow review and forecasting
  • Growth planning support
  • Key decision consultation
Best for: Owners ready to think strategically about their business.
🔵 Active Partnership
  • Everything in Foundational
  • Monthly financial review
  • Budget vs. actual analysis
  • Hiring and compensation guidance
  • Vendor and contract review
Best for: Owners scaling operations or entering new markets.
🟣 Executive Partnership
  • Everything in Active
  • On-demand strategic access
  • Board-ready reporting
  • M&A and transaction support
  • Multi-entity coordination
Best for: Owners who want a true financial partner.
TAX PREPARATION & COMPLIANCE
Purpose: Accurate, coordinated filings
🟢 Core Filing
  • Straightforward compliance
  • Federal and state tax returns
  • Single-entity focus
  • Standard timelines
  • Portal-based document collection
Best for: Clients with clean books and simple structures.
🔵 Coordinated
  • Everything in Core
  • Multi-entity coordination
  • Owner-level alignment
  • Filing sequence management
  • Planning integration
Best for: Business owners with layered structures.
🟣 Comprehensive
  • Everything in Coordinated
  • Complex ownership or activity coordination
  • Priority review and planning alignment
  • Filing impact awareness
  • Advisory-ready documentation
Best for: Clients pairing compliance with tax planning and advisory.
How We Work
Everything starts in Client Portal. You complete onboarding, upload documents, and communicate through one secure portal. No scattered emails. No lost files. Just clarity.
Built on Systems, Not Chaos
We automate what can be automated. We systematize what can be systematized. You get consistent, high-quality work—every time.
Our tech stack includes Client Portal, QuickBooks, Syft Analytics, and Synthesia video communication. Modern tools for modern businesses.
Client Portal
All engagement letters, documents, and communication in one place.
Calendly Integration
Strategy calls scheduled only when needed—exception-based, not routine.
Video Communication
Key updates delivered via Synthesia. Clear, consistent, and on-demand.
Who This Is For
High-Revenue Business Owners
Earning $500K–$10M annually. You need structure, not generic advice.
Proactive Leaders
You value systems. You plan ahead. You want a partner, not just a preparer.
Tech-Comfortable Teams
Comfortable with portals and automation. You embrace efficiency.
If you're a DIY operator or price shopping, we're not the right fit. Our clients invest in clarity and proactive guidance.
Client Resources & Education
Your Learning Hub
We provide ongoing education to help you make better financial decisions. All materials live in the Client Portal—secure and organized.
Topics include entity selection, tax planning strategies, cash flow management, and quarterly review preparation. No generic content. Just what you need.
What Happens Next
01
Complete Onboarding
Fill out forms in Client Portal. Upload key documents. Sign engagement letter electronically.
02
Initial Review
We review your financials and structure. Identify immediate opportunities. Set quarterly cadence.
03
Ongoing Partnership
Quarterly strategy reviews. Monthly bookkeeping. Year-round access to your personal CFO team.
Most clients complete onboarding in under 48 hours. For complex situations, we offer exception-based strategy calls via Calendly.
Ready to Work Together?
RTW Advisors serves ambitious business owners who value proactive guidance and operational excellence. If that sounds like you, let's get started.
Existing clients: Access your secure portal | RTW Advisors © 2024 | CPA services provided by Askia Roberts, CPA