RMW Accounting is establishing a growing presence across the U.S. via partnerships with like-minded practice leaders. We grow and sustain your commitment to your clients, staff, and community, while making investments for the future
Whether you want to offload a portion of your clients or looking to pass the future of your firm to us, we will provide you with an offer that meets your value.
We have a deep and abiding commitment to our people and clients, and help them transition into the modern era of accounting through the latest software.
We work with you and your clients each step of the way to ensure that the transition from you to us flows efficiently with minimal disruptions.
We have successfully acquired 12 accounting and tax firms across the US and built a top-400 national firm; we understand how to create a successful transition for you, your clients, and your employees
From the moment we acquire your firm, the process of changing leadership goes through several phases. Along the way, we work with you to ensure we don’t hit any issues obstructing progress.
We’re not here to disrupt the way your firm operates. Under our umbrella, we create a bridge that allows us to work with new firms as soon as possible while respecting your staff’s time and culture.
You worked hard to build your firm from the ground up. We combine our industry experience with the latest software to analyze what gaps exist within your firm and ascertain areas for development.
Sometimes you need to prune low-value clients from your books so you and your staff can be more attentive to those that drive higher revenue to your firm. When we buy a fraction of your existing clients, we start onboarding returns. All clients need to have at least one active email address and one active phone number on file.
When we seek firms to purchase, we target firms that generate at least 65% of their revenue from tax services. We don’t acquire firms that do reviews, audits, and compilations, but when negotiating the terms of sale, we can exclude those contracts from the transaction.
Once we’ve completed the sale, we will visit your firm to assess its inventory and capacity. We then begin transitioning data and IT systems to our operations. After that foundation is established, we transition your staff to our operations while working with existing clients to ensure that they won’t face any drastic, last-minute changes.