Business Details
17 Years
experience
Your Trusted Partner for Accounting and Audit Solutions
Founded in 2009, RW Group is a non-traditional traditional accounting firm dedicated to delivering excellence in accounting, auditing, and tax services. Our leadership brings decades of experience from national firms, specializing in industries ranging from employee benefit plans to broker-dealers. We combine technical expertise with a client-centric approach, prioritizing personalized attention and accessibility to support informed decision-making.Our commitment extends beyond clients to professional development through active involvement in the American Institute of CPAs and Pennsylvania Institute of CPAs. We also emphasize community service and environmental responsibility, maintaining electronic workflows to minimize our ecological footprint while serving clients locally and nationally.
Services
Audit Services
Tax Preparation
Peer Review
Employee Benefit Plan Audits
Quality Control
Accounting Consultation
Nonprofit Financial Reporting
Broker-Dealer Compliance
Internal Inspections
Technical Guidance
Details
- Year established: 2009
Highlights and features
- We offer 30+ years of combined leadership experience in national accounting firms.
- Our team provides personalized attention with 24/7 accessibility for urgent client needs.
- We specialize in PCAOB-registered broker-dealer audits and employee benefit plan expertise.
- Our peer review services meet AICPA National Peer Review Committee standards.
- We maintain environmental responsibility through paperless workflows and client portals.
Associations and certifications
- AICPA
- PICPA
- PCAOB
What people say
Cost effective and timely
Thorough and efficient audit
Personal attention
Experienced and reliable
Well organized
Services
Audit Services
RW Group delivers efficient audits for public companies, SEC filings, and lender requirements. Our team combines international firm resources with personalized service to meet deadlines while maintaining compliance. Clients benefit from technical expertise in complex industries like broker-dealers and employee benefit plans, ensuring regulatory adherence without compromising quality.
Employee Benefit Plan Audits
Specializing in 401(k), pension, and health plan audits, we address ERISA compliance and participant-level testing. Our PCAOB-registered team provides regulatory-ready work products that minimize client risk. With declining industry expertise in this field, we offer reliable audit services that satisfy both plan sponsors and oversight bodies.
Peer Review
We conduct peer reviews for firms from sole proprietorships to national practices. Our leadership's involvement with AICPA committees ensures reviews align with current standards. Services include internal inspections, technical guidance, and CPE compliance monitoring, allowing firms to focus on client needs while maintaining quality control.
Tax Preparation
With nearly three decades of experience, we prepare federal, state, and local tax returns for individuals and businesses. Our approach balances compliance with strategic planning to optimize client outcomes. Long-term clients highlight our reliability in navigating complex tax scenarios while reducing seasonal burdens.
Quality Control Services
We help accounting firms meet quality control objectives through financial statement reviews and engagement assessments. Services include new standard implementation support and annual internal inspections. Our customized approach accommodates firms of all sizes, from sole practitioners to multi-office organizations seeking regulatory compliance.
People
Richard E. Wortmann
Founder
CPA with 30+ years of experience serving public companies and nonprofits. Specializes in manufacturing, real estate, and healthcare industries. Active in AICPA and PICPA committees, contributing to accounting standards development.
Ryan D. Karli
Principal
CPA with 12 years of expertise in broker-dealer audits and peer review. Focuses on audit testation and employee benefit plans. Serves on PICPA ethics committees and volunteers with Philadelphia food security initiatives.
Brian Ramirez
Staff Accountant
Recent University of Delaware graduate specializing in small business financial statements and tax preparation. Balances outdoor activities with community service, including pet therapy programs.
Rosalee C. Wortmann
Office Administrator
Marketing graduate managing HR, marketing, and administrative operations. Coordinates firm-community partnerships and chairs temple fundraising initiatives while supporting local charity programs.
Groot Wortmann
Company Mascot
Canine office companion since 2019, enhancing workplace morale through stress relief and visitor notifications. Active in backyard squirrel surveillance and employee comfort activities.
Questions
What accounting services do you specialize in?
We specialize in audits, tax preparation, peer review, employee benefit plans, and quality control services for accounting firms.
Are you qualified for ERISA plan audits?
Yes, we perform participant-level testing and ERISA compliance audits for defined contribution and benefit plans.
Do you handle PCAOB-regulated broker-dealer audits?
Yes, we're PCAOB-registered and audit both carrying and non-carrying broker-dealers nationwide.
How do you support accounting firms?
We provide peer reviews, internal inspections, technical guidance, and quality control implementation for firms of all sizes.
What industries do you serve?
We work with real estate, construction, healthcare, nonprofits, employee benefit plans, and broker-dealer industries.
How do you handle environmental responsibility?
We maintain paperless workflows and secure client portals to minimize environmental impact while ensuring data security.
