Accounting, Bookkeeping, & Financial Controls

Our clients’ financial success is our number one priority! We understand that having up-to-date and accurate financial information is critical to running a successful business. More so, understanding the financial statements allows for good and thoughtful execution of ideas.

Personalized Accounting Services & Superior Customer ServiceWe offer personalized accounting services designed to help you identify opportunities for increased profitability and growth. Our experienced team of accountants and bookkeepers, superior customer service and overall financial management knowledge, allow our clients and business owners to focus on what they do best — being successful in their chosen field!

Variety of Industries Served
  • Healthcare and Physician Practices
  • Direct to Customer Service Organizations
  • Financial Services
  • Proforma Development for New and Expanding Practices
Customize a package of accounting services and solutions based on your specific needs:

Whether you are looking for assistance with all of your accounting needs or individual services,  RT Welter has the knowledge and experience to help you increase your profitability.

  • Accounting Software Selection and Implementation
  • Accounting Clean Up for books that are inaccurate or not current
  • Financial and Business Consulting
  • Financial Analysis including cash flow, budgeting and forecasting
  • Financial Reporting (P&L’s that are actionable!)
  • Bookkeeping Services including A/P and A/R
  • Payroll Services
  • Sales Tax Services
  • 401k and other benefit management
  • Monthly reconciliation of bank statements and credit card statements
  • Maintenance of business, payroll, and vendor files
  • Prepare and issue annual 1096/1099 to vendors
  • Coordination with your tax accountant for annual tax preparation
Certified Quickbooks ProAdvisors

As QuickBooks ProAdvisors, we can offer our clients expertise in the arena of intuit software as well as discounts on intuit products and services including:

  • Desktop and online software
  • Payroll services
  • Merchant services
  • Banking Supplies
  • Access to specialized support
  • Ability to handle any client on any version of QuickBooks

Super P&L

Like any business, the Super P&L is all about revenue and expenses!  You cannot have revenue without expenses and you shouldn’t have expenses without revenue!

Your accountant’s P&L report is great, but one month of P&L’s arranged in your tax accountants chart of accounts does not tell you much to run your practice strategically and efficiently.  It is not a planning tool, it’s a terrible document for really looking at the big picture of revenue and expense.

We have developed a Provider’s P&L tool, we call it the Super P&L! It is specifically designed to help provider owners to really understand their own business and make it better and more profitable.   Imagine a P&L tool by quarter, which arranges revenue and expense in a more logical format, allowing for understanding and planning.  Where does revenue come from, who produces it, did they meet the goals?  Where are your expenses? What if you added another provider, another office, another line of revenue?  What are associated expenses and who/what is responsible for them? We all have employees – but who does what and what revenue opportunity is their expense attached to? You have fixed and variable expenses, you have provider specific expenses but what revenue drives them?

The Super P&L is a quarter by quarter examination of your business, by the numbers — what is working and what is not!