Business Details
17 Years
experience
Expert Accounting & Audit Solutions Nationwide
Founded in 2009, RW Group operates as a non-traditional traditional accounting firm committed to delivering excellence in auditing, tax services, and quality control solutions. Our team combines decades of experience from roles in national firms with a relaxed, collaborative work environment, serving clients ranging from local businesses to international entities. We specialize in employee benefit plan audits, commercial accounting, not-for-profit financial reporting, and peer reviews, maintaining active involvement with the AICPA and Pennsylvania Institute of CPAs. Our community engagement includes board memberships in local nonprofits and environmental initiatives through paperless operations. 
Services
Audit Services
Tax Preparation
Peer Review
Quality Control
Employee Benefit Plans
Not-for-Profit Accounting
Commercial Real Estate
Details
- Year established: 2009
Highlights and features
- Our principals have 30+ years combined experience with SEC filings and employee benefit plan audits
- We maintain AICPA Peer Review Committee involvement to ensure technical excellence
- Specialized expertise in broker-dealer audits and HUD-compliant real estate accounting
- Customized quality control solutions for accounting firms of all sizes
- Active community engagement through nonprofit board memberships and environmental initiatives
Associations and certifications
- AICPA
- PICPA
- PCAOB
What people say
Cost effective
Timely fashion
Well organized
No wasted time
Professional and reliable
Services
Audit Services
Our audit engagements meet SEC and PCAOB standards for public companies while serving local businesses' lender requirements. We combine international firm resources with personalized service to ensure regulatory compliance. Our team's expertise spans manufacturing, healthcare, and employee benefit plans, delivering efficient solutions without compromising quality.
Employee Benefit Plans
Specialized audits for 401(k), pension, and health plans ensure ERISA compliance. We test participant-level data and document adherence to plan requirements. Our experience with complex multi-employer plans and HUD audits helps clients navigate regulatory scrutiny while maintaining operational efficiency.
Quality Control Reviews
We conduct internal inspections and external peer reviews for accounting firms using AICPA standards. Our team assists with engagement quality reviews, technical guidance, and new standard implementations. This includes specialized reviews for Employee Benefit Plan Audit Quality Center members to meet regulatory requirements.
Tax Preparation
Comprehensive tax services for individuals, businesses, and nonprofits include federal, state, and local filings. Our experience spans three decades handling complex corporate structures and international tax requirements. We focus on maximizing client savings while ensuring compliance with evolving tax regulations.
Not-for-Profit Accounting
Tailored financial reporting meets donor, board, and regulatory requirements for nonprofit organizations. We handle single audits under OMB standards and prepare Form 990 filings. Our services help nonprofits maintain transparency while navigating complex accounting standards.
People
Richard E. Wortmann
Managing Partner
Founder with 30+ years of experience in SEC filings and forensic accounting. Certified in Pennsylvania, he serves on AICPA's National Peer Review Committee and contributes to the PICPA Journal.
Ryan D. Karli
Principal
Certified public accountant specializing in broker-dealer audits and peer reviews. Holds leadership roles in AICPA committees and brings 12 years of experience with HUD and construction industry clients.
Brian Ramirez
Staff Accountant
Recent University of Delaware graduate focusing on small business financial statements and tax compliance. Joined as intern in 2021, providing hands-on support for audit engagements and corporate tax filings.
Rosalee C. Wortmann
Office Administrator
Marketing graduate from Drexel University managing HR and administrative operations since 2014. Coordinates client communications and internal processes while supporting community fundraising initiatives.
Questions
What accounting services do you offer for employee benefit plans?
We perform audits of 401(k), pension, and health plans under ERISA standards, including participant-level testing and compliance reviews. Our services meet DOL requirements while streamlining regulatory reporting for clients.
How do you differentiate from other accounting firms?
Our combination of national firm experience and personalized service creates efficient solutions. Our principals' involvement in AICPA committees ensures we maintain cutting-edge technical guidance for clients.
Which geographic areas do you serve?
We primarily serve Southeastern Pennsylvania with capabilities extending nationwide through electronic document exchange and remote audit procedures for commercial clients and nonprofits.
What quality control services are available for accounting firms?
We provide peer reviews, engagement quality assessments, and technical compliance checks for firms of all sizes. This includes preparation for PCAOB inspections and implementation of new accounting standards.
What community initiatives do you support?
Our team serves on nonprofit boards including The Wardrobe and Kendal Crossland Community. We maintain environmental responsibility through electronic document management systems and reduced paper usage.
