RTC Finance, Accounting, and Tax Services

Ryan Lee started RTC after working in public accounting and in corporate finance at Fortune 500 companies, and the practice is built around bringing that kind of finance function to businesses too small to hire it outright. The outsourced CFO service is sold on a part-time, project, or contract basis, and covers strategic planning work — long-term plans, budgets, forecasts, ROI and actual-versus-plan analysis — alongside help with incorporation and process design. Business valuations are done to the AICPA's SSVS No. 1 standards, for sale value, partner ownership questions, and divorce proceedings.

Below that sits the routine work: month-end close, regulatory reporting, GAAP policy guidance, and bookkeepers handling day-to-day receivables, payables and payroll. Tax returns, business and individual, are filed in all 50 states, with planning treated as a year-round activity rather than a filing-season one. Clients include individuals as well as companies; a testimonial page names a digital health research firm, a private trustee partnership, and a regulatory consultancy of seven years' standing. Engagements begin with a 45-minute consultation.