For Founder-Led Healthcare Practices
Strategic financial leadership for healthcare practices.
$3M+ practices deserve proactive guidance — not year-end compliance. RTW Advisors delivers bookkeeping, tax planning, and CFO-level advisory built around how dermatology, home care, medical weight loss, and speech therapy practices actually run.
Why RTW
Specialized firms make better decisions.
Proactive, not reactive.
Tax planning happens quarterly, not in April. We surface opportunities before year-end so you can act on them — not just record them.
Systems-first approach.
Everything runs through a single Client Center. No scattered emails. No chasing documents. Consistent monthly cadence, every time.
Built for healthcare.
We specialize in four verticals — dermatology, home care, medical weight loss, and speech therapy. Healthcare-specific tax and operational issues are not a learning curve for us.
Services
Four service lines, three tiers each.
Built for founder-led practices that need strategic financial partnership — not commodity compliance.
White-Glove Bookkeeping
Clean, accurate books that actually support decisions.
Core
- Monthly reconciliation and categorization
- QuickBooks Online setup and maintenance
- Monthly financial statements
- Portal-based document collection
Best For
Established practices with straightforward transactions.
Enhanced
- Everything in Core
- Syft Analytics dashboard
- Custom KPI tracking and reporting
- Quarterly financial review
- Cash flow monitoring
Best For
Growth-focused owners who need real-time insight.
Strategic
- Everything in Enhanced
- Weekly cash position updates
- Scenario modeling
- Department or location-level tracking
- CFO-ready financials
Best For
Owners making major decisions or preparing for funding.
Proactive Tax Planning
Reduce liability through year-round strategy — not year-end scramble.
Quarterly Planning
- Four strategy sessions per year
- Estimated payment coordination
- Basic entity structure review
- Year-end projection
Best For
Owners earning $3M–$5M 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
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 the practice.
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
Accurate, coordinated filings — and zero surprises.
Core Filing
- Federal and state tax returns
- Single-entity focus
- Standard timelines
- Portal-based document collection
Best For
Practices with clean books and simple structures.
Coordinated
- Everything in Core
- Multi-entity coordination
- Owner-level alignment
- Filing sequence management
- Planning integration
Best For
Owners with layered structures.
Comprehensive
- Everything in Coordinated
- Complex ownership coordination
- Priority review and planning alignment
- Filing-impact awareness
- Advisory-ready documentation
Best For
Clients pairing compliance with planning and advisory.
Cadence
How we work.
Everything starts in Client Center. You complete onboarding, upload documents, and communicate through one secure portal. No scattered emails. No lost files.
Onboarding
Start in Client Center. Upload key documents. Sign engagement letter electronically.
Portal Access
Real-time updates and secure messaging. Documents and communication in one place.
Quarterly Reviews
Strategy check-ins to optimize tax and operational outcomes.
Year-End Prep
Finalize returns, summarize results, set the plan for next year.
Tech Stack
Built on systems, not chaos.
We automate what can be automated. We systematize what can be systematized. You get consistent, high-quality work — every month, every quarter, every year.
Client Center
Engagement letters, documents, communication — all in one secure portal.
QuickBooks Online
Source of truth for all financial data. Reconciled monthly.
Syft Analytics
Real-time dashboards and KPI tracking on top of your books.
Calendly
Strategy calls scheduled when needed — exception-based, not routine.
ICP Fit
Who this is for.
Founder-Led Healthcare Practices
$3M+ in annual revenue. You need structure, vertical-specific guidance, and proactive partnership — not a generic CPA.
Proactive Leaders
You value systems. You plan ahead. You want a partner, not just a return-preparer.
Tech-Comfortable Teams
You are comfortable with portals and automation. You want efficiency, not paperwork.
Filter
If you're a DIY operator or price shopping, we're not the right fit.
Our clients invest in clarity and proactive guidance — not the cheapest available compliance.
Specialization
Verticals we specialize in.
Each healthcare vertical has distinct economics, payer dynamics, and tax characteristics. We work in four — deeply.
Dermatology
→Built for the economics of a modern dermatology practice.
Dermatology practices balance high-volume cosmetic revenue, insurance reimbursement cycles, equipment depreciation, and product inventory in ways generic CPA firms routinely miss. We help dermatology owners make decisions with the full picture.
Home Care
→Financial leadership for owner-operated home care agencies.
Home care agencies live and die by labor margin, payer mix, and Medicaid/Medicare timing. We track what matters week-over-week so you see the trend before it becomes a problem.
Medical Weight Loss
→Built for the cash-pay, GLP-1 era of medical weight loss.
Medical weight loss clinics moved from program revenue to subscription cash-pay almost overnight. The accounting and tax structures most clinics inherited from a prior model do not fit the new one. We help owners catch up.
Speech Therapy
→Financial clarity for speech therapy practices.
Speech therapy practices serve school contracts, private pay, telehealth, and insurance — often all at once. Each revenue line has different timing, different costs, and different tax treatment. We make sure none of it falls through the cracks.
Onboarding
What happens next.
Complete Onboarding
Fill out forms in Client Center. Upload key documents. Sign the engagement letter electronically.
Initial Review
We review your financials and structure. We identify immediate opportunities. We set the quarterly cadence.
Ongoing Partnership
Quarterly strategy reviews. Monthly bookkeeping. Year-round access to your CFO team.
Most clients complete onboarding in under 48 hours. For complex situations, we offer exception-based strategy calls via Calendly.
The Next Step
Ready to work together?
RTW Advisors serves a small number of founder-led healthcare practices. If that sounds like you, the next step is a strategy call.