RTA Group, LLC

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RTA Group, LLC is an accounting firm founded in Roseville, Calif. in 2006 with more than 10 employees. They offer FAO and accounting solutions to small and medium-sized businesses.

Client Insights

Industry Expertise

Advertising & marketing

10%

Business services

10%

Consumer products & services

10%

Dental

10%

Energy & natural resources

10%

Information technology

10%

Legal

10%

Manufacturing

10%

Non-profit

10%

Other industries

10%

Client Size Distribution

Small Business (<$10M) 50%

Midmarket ($10M - $1B) 50%

Common Project Size

<$10K 1 project

Clients

This provider has not added their key clients.

Highlights from Recent Projects

Overall Rating

5.0
1 Review

RTA Group, LLC was hired by a K12 communications company to provide financial and accounting outsourcing services. The client aimed to grow their company, requiring financial forecasts and budgeting for their various software products to ensure increased growth and profit. RTA Group provided a part-time bookkeeper, a controller, and a CFO to handle all financial needs, including budgeting and forecasting. The client was particularly impressed with RTA Group's forecasting solution and their understanding of the client's unique billing and amortization practices.

The engagement with RTA Group involved an in-house bookkeeper available twice a week, a part-time controller present in the office once a week, and monthly meetings with the CFO. RTA Group's billing structure is project-based, which the client appreciated as it ensured consistency and eliminated concerns about wasted time. If additional work was required beyond the contracted services, such as business acquisition, the project increase and necessary steps were discussed prior to billing. The client primarily communicated with the CFO, Controller, and Bookkeeper through various mediums such as Zoom, email, phone, and in-person meetings.

Timeliness

5.0

Service Excellence

5.0

Value

5.0

Would Recommend

5.0